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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
601
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
US$1611萬 +US$175萬 6 0.18% 增持
602
SBI Securities
SBI Securities
Japan
US$1610萬 +US$112萬 9 0.37% 增持
603
Zacks Investment Management
Zacks Investment Management
Illinois
US$1596萬 +US$41萬 2 0.11% 增持
604
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
US$1578萬 -US$290萬 1 1.92% 減碼
605
Banco Santander
Banco Santander
Spain
US$1575萬 +US$1304萬 3 0.1% 增持
606
FC
FORA Capital
Florida
US$1571萬 -US$203萬 4 1.08% 減碼
607
Harvest Investment Services
Harvest Investment Services
Illinois
US$1570萬 +US$905萬 6 2.43% 增持
608
Thompson Investment Management
Thompson Investment Management
Wisconsin
US$1569萬 -US$452萬 2 1.8% 減碼
609
Capital International Sarl
Capital International Sarl
California
US$1564萬 +US$1459萬 2 0.22% 新
610
Allianz
Allianz
Germany
US$1553萬 -US$170萬 4 0.16% 減碼
611
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
US$1551萬 -US$1213萬 12 0.38% 減碼
612
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
US$1532萬 -US$4344萬 3 0.23% 減碼
613
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
US$1529萬 -US$2.48萬 1 8.71% 減碼
614
Azzad Asset Management
Azzad Asset Management
Virginia
US$1527萬 -US$72.1萬 2 1.35% 減碼
615
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$1525萬 -US$1788萬 4 0.38% 減碼
616
Farther Finance Advisors
Farther Finance Advisors
California
US$1517萬 +US$447萬 10 0.12% 增持
617
Krane Funds Advisors
Krane Funds Advisors
New York
US$1514萬 +US$344萬 3 0.54% 增持
618
FA
Fedenia Advisers
Wisconsin
US$1513萬 +US$1408萬 3 3.59% 增持
619
I
InterCapital
Texas
US$1509萬 +US$652萬 1 3.77% 增持
620
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
US$1507萬 +US$703萬 2 0.19% 增持
621
Profund Advisors
Profund Advisors
Maryland
US$1503萬 +US$506萬 6 0.41% 增持
622
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
US$1502萬 -US$107萬 7 0.14% 減碼
623
Norinchukin Bank
Norinchukin Bank
Japan
US$1495萬 +US$553萬 3 0.15% 增持
624
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
US$1493萬 +US$176萬 5 2.93% 增持
625
EULAV Asset Management
EULAV Asset Management
Florida
US$1483萬 -US$255萬 3 0.47% 減碼