← 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
1351
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
US$146만 +US$109만 2 0.25% 신규
1352
Silverleafe Capital Partners
Silverleafe Capital Partners
Tennessee
US$145만 +US$31.9만 2 0.4% 증가
1353
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
US$145만 +US$151만 1 0.51% 신규
1354
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
US$145만 +US$38.1만 3 0.02% 증가
1355
Versant Capital Management
Versant Capital Management
Arizona
US$144만 +US$24.9만 8 0.13% 증가
1356
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
US$143만 US$0 1 0.03% 유지됨
1357
Perpetual Ltd
Perpetual Ltd
Australia
US$142만 -US$35.6만 2 0.02% 축소
1358
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
US$142만 -US$18.9만 2 0.09% 축소
1359
WESPAC Advisors
WESPAC Advisors
California
US$142만 +US$135만 2 0.69% 신규
1360
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
US$142만 -US$722만 4 0.09% 축소
1361
Moody Aldrich Partners
Moody Aldrich Partners
Massachusetts
US$142만 -US$465만 3 0.25% 축소
1362
Portfolio Design Labs
Portfolio Design Labs
California
US$141만 +US$135만 2 0.23% 신규
1363
Toth Financial Advisory
Toth Financial Advisory
Virginia
US$140만 +US$87.5만 4 0.14% 증가
1364
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
US$140만 -US$52.9만 3 0.14% 축소
1365
Beck Capital Management
Beck Capital Management
Texas
US$140만 +US$39.8만 2 0.26% 증가
1366
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
US$139만 +US$45.3만 4 0.07% 증가
1367
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
US$139만 +US$43.9만 5 0% 증가
1368
Ares Systematic Credit
Ares Systematic Credit
US$139만 +US$88.1만 2 0.84% 증가
1369
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
US$139만 +US$11.1만 2 0.05% 증가
1370
FNY Investment Advisers
FNY Investment Advisers
New York
US$138만 +US$110만 5 0.49% 증가
1371
IRON Financial
IRON Financial
Illinois
US$138만 +US$10.1만 1 0.57% 증가
1372
American Capital Management
American Capital Management
New York
US$138만 -US$10.1만 1 0.06% 축소
1373
L & S Advisors
L & S Advisors
California
US$138만 -US$67.2만 1 0.14% 축소
1374
Great Diamond Partners
Great Diamond Partners
Maine
US$138만 +US$134만 1 0.24% 신규
1375
Ring Mountain Capital
Ring Mountain Capital
California
US$138만 +US$43.5만 3 0.58% 증가