← 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
101
GW&K Investment Management
GW&K Investment Management
Massachusetts
US$4.1억 -US$1.14억 6 3.2% 축소
102
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$4.04억 -US$3.64억 4 1.23% 축소
103
LPL Financial
LPL Financial
California
US$3.98억 +US$9617만 10 0.09% 증가
104
Tidal Investments
Tidal Investments
Wisconsin
US$3.96억 +US$7593만 8 0.69% 증가
105
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$3.85억 +US$2.75억 4 0.99% 증가
106
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$3.63억 +US$1933만 6 0.54% 증가
107
Russell Investments Group
Russell Investments Group
United Kingdom
US$3.52억 +US$1231만 9 0.31% 증가
108
Vanguard Asset Management
Vanguard Asset Management
US$3.5억 +US$3956만 8 0.24% 증가
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$3.5억 +US$1.62억 7 0.19% 증가
110
Stephens Investment Management Group
Stephens Investment Management Group
Texas
US$3.5억 -US$8195만 4 3.75% 축소
111
AllianceBernstein
AllianceBernstein
Tennessee
US$3.46억 -US$6.99억 9 0.11% 축소
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$3.38억 -US$1.81억 8 0.26% 축소
113
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$3.38억 +US$5345만 8 0.08% 증가
114
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$3.34억 -US$8001만 6 1.09% 축소
115
Analog Century Management
Analog Century Management
New York
US$3.33억 -US$1.69억 3 12.18% 축소
116
Allspring Global Investments
Allspring Global Investments
North Carolina
US$3.21억 +US$1.68억 7 0.49% 증가
117
Two Sigma Investments
Two Sigma Investments
New York
US$3.21억 -US$1.9억 10 0.23% 축소
118
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$3.2억 +US$2510만 8 0.38% 증가
119
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$3.09억 +US$3664만 9 0.22% 증가
120
Allianz Asset Management
Allianz Asset Management
Germany
US$3.07억 +US$3588만 6 0.25% 증가
121
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$2.95억 +US$1.3억 10 0.56% 증가
122
TD Asset Management
TD Asset Management
Ontario, Canada
US$2.94억 +US$4652만 5 0.25% 증가
123
Nomura Holdings
Nomura Holdings
Japan
US$2.91억 +US$1.96억 9 0.34% 증가
124
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$2.75억 -US$5.08억 7 0.34% 축소
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$2.74억 +US$8941만 4 0.38% 증가