← 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
1776
Titleist Asset Management
Titleist Asset Management
Texas
US$45.4만 +US$40.7만 1 0.03% 신규
1777
NERM
New England Research & Management
Illinois
US$45.4만 -US$5.54만 1 0.18% 축소
1778
Stokes Family Office
Stokes Family Office
Louisiana
US$45.4만 +US$8.84천 1 0.05% 증가
1779
Midwest Professional Planners Ltd (MPPL)
Midwest Professional Planners Ltd (MPPL)
Wisconsin
US$45.3만 +US$32.9만 1 0.09% 신규
1780
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
US$45.1만 +US$5.09만 5 0.01% 증가
1781
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
US$44.9만 +US$46.7만 1 0.02% 신규
1782
Power Wealth Management
Power Wealth Management
Georgia
US$44.2만 +US$15.5만 1 0.15% 증가
1783
PA
PSI Advisors
Florida
US$44.1만 -US$277만 1 0.1% 축소
1784
Fiduciary Alliance
Fiduciary Alliance
South Carolina
US$44.1만 +US$42.4만 2 0.03% 신규
1785
Essex LLC
Essex LLC
Illinois
US$44.1만 +US$47.1만 2 0.07% 신규
1786
Manchester Capital Management
Manchester Capital Management
Vermont
US$44.1만 -US$1.09만 6 0.06% 축소
1787
VarCov Co
VarCov Co
Connecticut
US$44만 +US$47.2만 2 0.17% 신규
1788
Everpar Advisors
Everpar Advisors
Oklahoma
US$43.9만 +US$15.8만 2 0.13% 증가
1789
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
US$43.9만 -US$2.96만 1 0.01% 축소
1790
Ritter Daniher Financial Advisory
Ritter Daniher Financial Advisory
Ohio
US$43.8만 US$0 2 0.07% 유지됨
1791
one8zero8 LLC
one8zero8 LLC
North Carolina
US$43.7만 US$0 1 0.09% 유지됨
1792
City State Bank
City State Bank
Iowa
US$43.7만 -US$804 2 0.1% 축소
1793
Chilton Investment Company
Chilton Investment Company
Connecticut
US$43.7만 -US$3.82만 1 0.01% 축소
1794
Northwest Wealth Management
Northwest Wealth Management
Iowa
US$43.7만 +US$45.4만 2 0.06% 신규
1795
Prestige Wealth Management Group
Prestige Wealth Management Group
New Jersey
US$43.5만 +US$25.9만 5 0.08% 증가
1796
Fort Point Capital Partners
Fort Point Capital Partners
California
US$43.5만 +US$31.6만 1 0.03% 신규
1797
Nolet Wealth Management
Nolet Wealth Management
Texas
US$43.5만 +US$38.5만 2 0.24% 신규
1798
GW Henssler & Associates
GW Henssler & Associates
Georgia
US$43.3만 +US$11.2만 2 0.02% 증가
1799
Kiker Wealth Management
Kiker Wealth Management
Georgia
US$43만 +US$41.5만 2 0.17% 신규
1800
Avail Investment Partners
Avail Investment Partners
Pennsylvania
US$43만 +US$6.43만 1 0.33% 증가