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光子學與光學互連

光子技術以光而非電的形式傳輸資料,這是大型 AI 叢集中機櫃之間傳輸資料流量唯一實際可行的方式。光收發器和共封裝光學技術本身也已成為瓶頸。

20檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
326
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
US$6019萬 +US$4003萬 2 1.06% 增持
327
Life Cycle Investment Partners
Life Cycle Investment Partners
US$5979萬 +US$5591萬 4 0.28% 新
328
IEQ Capital
IEQ Capital
California
US$5939萬 +US$1438萬 8 0.27% 增持
329
Altshuler Shaham
Altshuler Shaham
Israel
US$5883萬 +US$6146萬 3 0.73% 新
330
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$5840萬 +US$974萬 8 0.09% 增持
331
IFM Investors
IFM Investors
Australia
US$5765萬 +US$766萬 4 0.38% 增持
332
Engineers Gate Manager
Engineers Gate Manager
New York
US$5759萬 -US$4295萬 9 0.75% 減碼
333
Amalgamated Bank
Amalgamated Bank
New York
US$5667萬 +US$658萬 6 0.39% 增持
334
Whittier Trust
Whittier Trust
California
US$5590萬 +US$191萬 2 0.55% 增持
335
Catalyst Funds Management
Catalyst Funds Management
Australia
US$5527萬 +US$2715萬 3 3.1% 增持
336
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$5473萬 +US$705萬 9 0.03% 增持
337
GGHC
Gilder Gagnon Howe & Co
New York
US$5466萬 -US$2287萬 3 0.56% 減碼
338
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$5453萬 -US$2644萬 2 0.2% 減碼
339
GAAM
Grand Alliance Asset Management
Hong Kong
US$5448萬 -US$382萬 3 32.71% 減碼
340
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$5435萬 +US$4831萬 5 0.19% 增持
341
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$5409萬 -US$5401萬 8 0.41% 減碼
342
US Bancorp
US Bancorp
Minnesota
US$5389萬 +US$1986萬 10 0.06% 增持
343
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$5333萬 +US$1872萬 9 0.16% 增持
344
Mutual of America Capital Management
Mutual of America Capital Management
New York
US$5324萬 +US$69.3萬 5 0.52% 增持
345
HighTower Advisors
HighTower Advisors
Illinois
US$5315萬 -US$149萬 7 0.05% 減碼
346
Norris Perne & French
Norris Perne & French
Michigan
US$5315萬 -US$4572萬 1 2.27% 減碼
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$5309萬 -US$62.8萬 4 0.26% 減碼
348
MML Investors Services
MML Investors Services
Massachusetts
US$5265萬 +US$1752萬 8 0.11% 增持
349
Vontobel Holding
Vontobel Holding
Switzerland
US$5226萬 +US$630萬 6 0.17% 增持
350
IGM
Incline Global Management
New York
US$5186萬 +US$1615萬 2 14.55% 增持