← 모든 테마 반도체

포토닉스 및 광 인터커넥트

포토닉스는 데이터를 전기가 아닌 빛으로 전송해요. 대규모 AI 클러스터에서 랙 간 데이터 트래픽을 처리할 수 있는 사실상 유일한 실용적 방법이에요. 광 트랜시버와 코패키지드 옵틱스도 그 자체로 병목 현상이 되고 있어요.

20개 종목

# 이름 보유액 거래대금 테마
종목 수 		포트폴리오 내
비중 		상태
76
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$5.98억 +US$2334만 9 0.75% 증가
77
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$5.95억 +US$4331만 7 0.33% 증가
78
First Trust Advisors
First Trust Advisors
Illinois
US$5.94억 +US$1932만 7 0.35% 증가
79
Renaissance Technologies
Renaissance Technologies
New York
US$5.85억 +US$1197만 7 0.81% 증가
80
Squarepoint
Squarepoint
New York
US$5.7억 +US$1.26억 10 0.63% 증가
81
DZ Bank
DZ Bank
Germany
US$5.62억 +US$3726만 5 0.43% 증가
82
Artisan Partners
Artisan Partners
Wisconsin
US$5.25억 -US$7.13억 3 0.83% 축소
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$5.24억 +US$3253만 10 0.4% 증가
84
Winslow Capital Management
Winslow Capital Management
Minnesota
US$5.11억 +US$5.31억 1 1.76% 신규
85
Pictet Asset Management
Pictet Asset Management
Switzerland
US$5.05억 +US$1.85억 8 0.48% 증가
86
WAM
WT Asset Management
Hong Kong
US$4.95억 -US$14.2억 1 9.79% 축소
87
HRT Financial
HRT Financial
New York
US$4.95억 +US$1.67억 6 0.9% 증가
88
EQF
Evergreen Quality Fund
Cayman Islands
US$4.94억 +US$4.28억 2 7.96% 증가
89
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
US$4.89억 +US$1100만 8 0.23% 증가
90
Alkeon Capital Management
Alkeon Capital Management
New York
US$4.78억 +US$4.63억 1 0.65% 신규
91
California Public Employees Retirement System
California Public Employees Retirement System
California
US$4.62억 +US$3854만 5 0.26% 증가
92
SEI Investments
SEI Investments
Pennsylvania
US$4.47억 +US$7246만 9 0.39% 증가
93
Principal Financial Group
Principal Financial Group
Iowa
US$4.45억 -US$5318만 7 0.22% 축소
94
National Pension Service
National Pension Service
South Korea
US$4.43억 +US$1.63억 4 0.29% 증가
95
Axiom Investors
Axiom Investors
Connecticut
US$4.42억 +US$4.37억 4 3.83% 증가
96
Hood River Capital Management
Hood River Capital Management
Florida
US$4.32억 +US$754만 2 3.13% 증가
97
Driehaus Capital Management
Driehaus Capital Management
Illinois
US$4.3억 -US$2.28억 5 2.49% 축소
98
Bessemer Group
Bessemer Group
New Jersey
US$4.24억 +US$1.87억 7 0.58% 증가
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$4.21억 +US$6588만 8 0.39% 증가
100
Quadrature Capital
Quadrature Capital
United Kingdom
US$4.16억 +US$3.9억 5 3.56% 증가
2 3
4
5 6