← 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
1401
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
US$129만 -US$25.6만 3 0.02% 축소
1402
Denver PWM
Denver PWM
Colorado
US$129만 +US$4.46천 1 0.42% 증가
1403
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
US$129만 +US$131만 2 0.04% 신규
1404
JSF Financial
JSF Financial
California
US$129만 +US$134만 1 0.2% 신규
1405
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
US$129만 +US$438 6 0.04% 증가
1406
Corsair Capital Management
Corsair Capital Management
New York
US$129만 -US$154만 2 0.16% 축소
1407
Greenline Wealth Management
Greenline Wealth Management
Florida
US$128만 +US$46.1만 2 1.06% 증가
1408
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
US$128만 +US$30.9만 2 0.09% 증가
1409
JCFM
JBR Co Financial Management
Oklahoma
US$128만 +US$43.1만 2 0.47% 증가
1410
PDT Partners
PDT Partners
New York
US$128만 -US$477만 2 0.07% 축소
1411
Providence First Trust
Providence First Trust
Arizona
US$128만 +US$133만 1 0.36% 신규
1412
Mount Lucas Management
Mount Lucas Management
Pennsylvania
US$127만 +US$59.8만 2 0.45% 증가
1413
KCM Investment Advisors
KCM Investment Advisors
California
US$127만 +US$3.29만 2 0.04% 증가
1414
WIM
WIM Investment Management
Hong Kong
US$127만 +US$127만 2 0.42% 신규
1415
Focused Alpha LLC
Focused Alpha LLC
Colorado
US$127만 +US$24.9만 3 0.32% 증가
1416
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
US$126만 +US$30.8만 2 0.02% 증가
1417
EntryPoint Capital
EntryPoint Capital
New York
US$126만 -US$62.9만 3 0.31% 축소
1418
Systematic Financial Management
Systematic Financial Management
New Jersey
US$126만 -US$6199만 1 0.03% 축소
1419
McLaughlin Asset Management
McLaughlin Asset Management
Illinois
US$125만 -US$54.4만 1 0.86% 축소
1420
Dockside LLC
Dockside LLC
New York
US$125만 +US$91만 1 0.29% 신규
1421
Ledyard National Bank
Ledyard National Bank
US$125만 +US$122만 4 0.1% 신규
1422
Kathmere Capital Management
Kathmere Capital Management
Pennsylvania
US$124만 +US$28.1만 2 0.07% 증가
1423
TLWM Financial
TLWM Financial
Texas
US$124만 +US$129만 1 0.2% 신규
1424
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
US$123만 US$0 1 0.11% 유지됨
1425
McCarter Private Wealth Services
McCarter Private Wealth Services
Massachusetts
US$123만 -US$4.9만 1 0.42% 축소