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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
176
Lazard Asset Management
Lazard Asset Management
New York
$9.49億 -$2.06億 6 1.44% 減少
177
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.37億 -$2.44億 4 1.78% 減少
178
Truist Financial
Truist Financial
North Carolina
$9.24億 +$1809万 5 1.1% 買い増し
179
Allspring Global Investments
Allspring Global Investments
North Carolina
$9.2億 +$8874万 5 1.41% 買い増し
180
HighTower Advisors
HighTower Advisors
Illinois
$9.16億 -$6591万 7 0.88% 減少
181
Asset Management One
Asset Management One
Japan
$9.07億 +$898万 3 2.33% 買い増し
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.04億 -$1696万 6 2.66% 減少
183
BSL
Blue Sparrow LLC
Delaware
$9.02億 +$4.28億 3 8.75% 買い増し
184
OCMI
Oaktop Capital Management II
New Jersey
$8.93億 -$5717万 1 38% 減少
185
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$8.87億 +$4618万 5 2.86% 買い増し
186
HRT Financial
HRT Financial
New York
$8.85億 -$11億 6 1.62% 減少
187
Weiss Asset Management
Weiss Asset Management
Massachusetts
$8.81億 +$4.86億 3 9.24% 買い増し
188
Tidal Investments
Tidal Investments
Wisconsin
$8.7億 -$4895万 7 1.51% 減少
189
Jones Financial Companies
Jones Financial Companies
Missouri
$8.52億 +$1.3億 6 0.34% 買い増し
190
Macquarie Group
Macquarie Group
Australia
$8.52億 -$2.51億 5 3.68% 減少
191
ING Group
ING Group
Netherlands
$8.51億 -$4.88億 3 4.16% 減少
192
Atreides Management
Atreides Management
Massachusetts
$8.21億 -$3679万 1 5.73% 減少
193
USS Investment Management
USS Investment Management
United Kingdom
$8.16億 +$3976万 6 2.93% 買い増し
194
Optiver Holding
Optiver Holding
Netherlands
$8.05億 +$8485万 3 0.22% 買い増し
195
Nissay Asset Management
Nissay Asset Management
Japan
$7.99億 +$9304万 4 3.38% 買い増し
196
Candriam SCA
Candriam SCA
Luxembourg
$7.97億 -$1.15億 2 3.59% 減少
197
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$7.93億 -$11.1億 5 2.72% 減少
198
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.81億 -$2954万 4 2.02% 減少
199
Natixis
Natixis
France
$7.75億 -$5.31億 5 3.12% 減少
200
STRS Ohio
STRS Ohio
Ohio
$7.75億 -$659万 5 2.9% 減少