← 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
1001
Flow Traders U.S.
Flow Traders U.S.
New York
US$399만 +US$335만 4 0.16% 증가
1002
Alight Capital Management
Alight Capital Management
New York
US$398만 -US$515만 1 0.56% 축소
1003
TwinBeech Capital
TwinBeech Capital
New York
US$397만 +US$159만 1 0.72% 증가
1004
Compass Financial Management
Compass Financial Management
Florida
US$395만 +US$391만 5 0.48% 신규
1005
DNCA Finance
DNCA Finance
France
US$394만 +US$354만 1 0.19% 신규
1006
Firsthand Capital Management
Firsthand Capital Management
California
US$394만 US$0 1 6.31% 유지됨
1007
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
US$394만 +US$353만 2 0.2% 증가
1008
Integrated Quantitative Investments
Integrated Quantitative Investments
Washington
US$394만 +US$175만 4 0.65% 증가
1009
Waverly Advisors
Waverly Advisors
Alabama
US$393만 +US$110만 6 0.02% 증가
1010
EP Wealth Advisors
EP Wealth Advisors
California
US$392만 -US$77.8만 4 0.02% 축소
1011
Maverick Capital
Maverick Capital
Texas
US$389만 -US$341만 5 0.03% 축소
1012
OIA
Oakmont Investment Advisors
Pennsylvania
US$389만 +US$95.8만 2 2.7% 증가
1013
Hilltop Holdings
Hilltop Holdings
Texas
US$388만 +US$35.6만 5 0.3% 증가
1014
Huntleigh Advisors
Huntleigh Advisors
Missouri
US$388만 +US$87.4만 4 0.54% 증가
1015
J. Safra Asset Management
J. Safra Asset Management
New York
US$387만 +US$256만 4 0.18% 증가
1016
Frank Rimerman Advisors
Frank Rimerman Advisors
California
US$383만 +US$65.2만 6 0.22% 증가
1017
Cambient Family Office
Cambient Family Office
Michigan
US$382만 +US$287만 2 0.47% 증가
1018
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
US$382만 -US$4.49만 1 0.09% 축소
1019
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
US$382만 -US$109만 1 0.72% 축소
1020
Wedbush Securities
Wedbush Securities
California
US$382만 +US$239만 7 0.1% 증가
1021
Plato Investment Management
Plato Investment Management
Australia
US$380만 -US$15.3만 3 0.22% 축소
1022
Sender Company & Partners
Sender Company & Partners
New York
US$375만 +US$271만 3 1.09% 증가
1023
October Effect
October Effect
Virginia
US$373만 +US$409만 1 3.51% 신규
1024
Insigneo Advisory Services
Insigneo Advisory Services
Florida
US$372만 +US$200만 5 0.14% 증가
1025
MS
Madden Securities
Texas
US$372만 +US$195만 1 1.03% 증가