← 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
126
Victory Capital Management
Victory Capital Management
Texas
US$2.74억 +US$6295만 9 0.15% 증가
127
Fred Alger Management
Fred Alger Management
New York
US$2.68억 +US$2.13억 5 0.89% 증가
128
Holocene Advisors
Holocene Advisors
New York
US$2.57억 -US$2.75억 5 0.58% 축소
129
Stifel Financial
Stifel Financial
Missouri
US$2.52억 +US$2398만 9 0.21% 증가
130
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$2.51억 -US$1.34억 2 0.13% 축소
131
Frontier Capital Management
Frontier Capital Management
Massachusetts
US$2.51억 +US$1.17억 5 2.34% 증가
132
Penserra Capital Management
Penserra Capital Management
California
US$2.5억 -US$5344만 7 1.92% 축소
133
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$2.47억 +US$1.15억 4 0.45% 증가
134
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$2.46억 -US$1576만 5 0.7% 축소
135
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$2.45억 -US$3680만 10 0.31% 축소
136
Turiya Advisors Asia
Turiya Advisors Asia
Hong Kong
US$2.44억 +US$327만 1 55.43% 증가
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$2.43억 +US$3288만 7 0.4% 증가
138
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$2.37억 -US$4123만 6 0.4% 축소
139
Lazard Asset Management
Lazard Asset Management
New York
US$2.31억 +US$230만 8 0.35% 증가
140
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$2.26억 +US$5720만 4 0.28% 증가
141
Woodline Partners
Woodline Partners
California
US$2.26억 +US$1.69억 4 0.7% 증가
142
Man Group
Man Group
United Kingdom
US$2.25억 +US$1.4억 7 0.36% 증가
143
Capstone Investment Advisors
Capstone Investment Advisors
New York
US$2.2억 +US$2.12억 5 0.41% 증가
144
Dodge & Cox
Dodge & Cox
California
US$2.15억 -US$522만 1 0.11% 축소
145
Defiance ETFs
Defiance ETFs
New York
US$2.15억 -US$4281만 6 2.91% 축소
146
AHT
Amanah Holdings Trust
US$2.14억 US$0 2 12.57% 유지됨
147
Danske Bank
Danske Bank
Denmark
US$2.14억 +US$9184만 4 0.42% 증가
148
Nomura Asset Management
Nomura Asset Management
Japan
US$2.14억 +US$3851만 5 0.46% 증가
149
Aviva
Aviva
United Kingdom
US$2.08억 +US$4576만 4 0.31% 증가
150
Castle Hook Partners
Castle Hook Partners
New York
US$2.07억 +US$1636만 3 0.95% 증가