← 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
1126
Elm Partners Management
Elm Partners Management
Pennsylvania
US$284만 -US$311만 1 0.08% 축소
1127
MKP Capital Management
MKP Capital Management
New York
US$284만 +US$206만 1 0.08% 신규
1128
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
US$281만 -US$150만 3 0.02% 축소
1129
Stratos Investment Management
Stratos Investment Management
Ohio
US$280만 +US$183만 2 0.1% 증가
1130
Verus Capital Partners
Verus Capital Partners
Arizona
US$280만 +US$102만 2 0.15% 증가
1131
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
US$279만 -US$52.7만 6 0.27% 축소
1132
Herald Investment Management
Herald Investment Management
United Kingdom
US$278만 US$0 1 0.38% 유지됨
1133
Moors & Cabot
Moors & Cabot
Massachusetts
US$278만 +US$18.3만 3 0.11% 증가
1134
Principal Street Partners
Principal Street Partners
Tennessee
US$276만 -US$28.5만 1 0.4% 축소
1135
Mindset Wealth Management
Mindset Wealth Management
Indiana
US$275만 -US$28.1만 3 0.53% 축소
1136
MLTEF
Metatron Long Term Equity Fund
US$275만 +US$285만 1 1.25% 신규
1137
USA Financial Formulas
USA Financial Formulas
Michigan
US$275만 +US$168만 4 0.5% 증가
1138
Private Trust Company
Private Trust Company
Ohio
US$273만 +US$26.1만 7 0.22% 증가
1139
Fosun International
Fosun International
China
US$272만 +US$283만 2 0.61% 신규
1140
Kickstand Ventures
Kickstand Ventures
New York
US$272만 +US$1.09만 2 0.49% 증가
1141
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
US$271만 +US$174만 6 0.06% 증가
1142
AlphaCore Capital
AlphaCore Capital
California
US$271만 +US$122만 4 0.05% 증가
1143
Net Worth Advisory Group
Net Worth Advisory Group
Utah
US$271만 -US$27.2만 2 0.68% 축소
1144
MA
Mutual Advisors
Nebraska
US$267만 +US$175만 4 0.05% 증가
1145
Soviero Asset Management
Soviero Asset Management
New York
US$267만 +US$283만 1 1.12% 신규
1146
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
US$267만 -US$104만 2 0.02% 축소
1147
F/M Investments
F/M Investments
District of Columbia
US$267만 -US$159만 3 0.14% 축소
1148
BankChampaign National Association
BankChampaign National Association
Illinois
US$267만 +US$51.2만 4 2.05% 증가
1149
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$265만 +US$1.06천 1 0.07% 증가
1150
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
US$265만 -US$143만 5 0.38% 축소