← 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
151
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$2.06억 -US$1.18억 6 0.31% 축소
152
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$2.01억 +US$5067만 8 0.34% 증가
153
Congress Asset Management
Congress Asset Management
Massachusetts
US$2억 +US$8693만 2 1.23% 증가
154
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$1.95억 +US$5456만 5 0.55% 증가
155
FengHe Fund Management
FengHe Fund Management
Singapore
US$1.94억 +US$2304만 2 18.44% 증가
156
H&H International Investment
H&H International Investment
California
US$1.91억 -US$988만 1 1% 축소
157
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$1.89억 -US$3155만 7 0.29% 축소
158
Robeco Schweiz
Robeco Schweiz
Switzerland
US$1.87억 -US$4158만 2 3% 축소
159
Korea Investment Corp
Korea Investment Corp
South Korea
US$1.83억 +US$762만 4 0.35% 증가
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$1.79억 -US$863만 8 0.36% 축소
161
AustralianSuper
AustralianSuper
Australia
US$1.74억 +US$2046만 2 0.75% 증가
162
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$1.71억 +US$661만 4 0.55% 증가
163
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$1.7억 -US$872만 4 0.31% 축소
164
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$1.69억 -US$402만 6 0.28% 축소
165
AC
Anther Capital
US$1.69억 -US$3.11억 2 4.32% 축소
166
Temasek Holdings
Temasek Holdings
Singapore
US$1.67억 +US$8937만 6 0.45% 증가
167
Primecap Management
Primecap Management
California
US$1.66억 -US$6775만 2 0.1% 축소
168
Oxbow Capital Management (HK)
Oxbow Capital Management (HK)
Hong Kong
US$1.66억 +US$531만 1 46.69% 증가
169
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$1.65억 +US$9170만 7 0.73% 증가
170
Prudential Financial
Prudential Financial
New Jersey
US$1.65억 -US$1.39억 8 0.18% 축소
171
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
US$1.64억 +US$5.4만 5 0.44% 증가
172
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
US$1.64억 -US$5919만 4 0.61% 축소
173
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$1.62억 +US$7220만 5 0.23% 증가
174
Walleye Capital
Walleye Capital
New York
US$1.61억 +US$708만 9 0.58% 증가
175
Keystone Investors
Keystone Investors
Singapore
US$1.6억 +US$1.55억 2 8.59% 신규