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AIメモリとHBM

高帯域幅メモリはAIアクセラレーター内でプロセッサの隣に配置され、演算処理を止めずに続けられる速度でデータを供給します。供給は少数のメモリメーカーに集中しているため、AIインフラの拡大における大きなボトルネックとなっています。

12銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
101
SEI Investments
SEI Investments
Pennsylvania
$19.4億 -$992万 6 1.72% 減少
102
Bessemer Group
Bessemer Group
New Jersey
$19.3億 +$7.21億 6 2.66% 買い増し
103
Millennium Management
Millennium Management
New York
$19.1億 -$20.9億 7 0.69% 減少
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$18.9億 +$1.34億 5 3.1% 買い増し
105
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$18.8億 +$4.75億 5 2.35% 買い増し
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$18.8億 +$378万 5 3.11% 買い増し
107
Natixis Advisors
Natixis Advisors
Massachusetts
$18.2億 +$1.31億 5 2.05% 買い増し
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$18.2億 +$2037万 7 0.9% 買い増し
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2億 +$9451万 5 1.42% 買い増し
110
Nomura Asset Management
Nomura Asset Management
Japan
$18.1億 +$1.48億 4 3.88% 買い増し
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$17.3億 -$5196万 5 3.2% 減少
112
Aviva
Aviva
United Kingdom
$17億 +$2459万 4 2.5% 買い増し
113
GF Fund Management
GF Fund Management
China
$16.8億 +$1.05億 4 20.15% 買い増し
114
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$16.8億 -$3.55億 2 13.47% 減少
115
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$16.7億 -$6302万 4 1.18% 減少
116
KBC Group
KBC Group
Belgium
$16.5億 -$6673万 5 3.57% 減少
117
NEOS Investment Management
NEOS Investment Management
Connecticut
$16.4億 +$2.03億 3 6.04% 買い増し
118
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$16.3億 +$4.1億 4 1.98% 買い増し
119
VARA
Value Aligned Research Advisors
New Jersey
$16.1億 +$3.83億 3 4.01% 買い増し
120
Citadel Advisors
Citadel Advisors
Florida
$15.9億 -$35.9億 7 0.18% 減少
121
Mariner
Mariner
Kansas
$15.9億 +$3億 7 1.67% 買い増し
122
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$15.1億 +$8642万 6 1.52% 買い増し
123
Quantinno Capital Management
Quantinno Capital Management
New York
$15.1億 +$1.43億 6 1.82% 買い増し
124
Danske Bank
Danske Bank
Denmark
$15億 -$7677万 4 2.96% 減少
125
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$14.9億 +$1.36億 6 2.85% 買い増し