← 모든 테마 인공지능

AI 메모리 및 HBM

고대역폭 메모리는 AI 가속기에서 프로세서 옆에 배치되어 연산 장치가 계속 작업할 수 있도록 데이터를 충분히 빠르게 공급해요. 공급이 소수의 메모리 제조업체에 집중되어 있어, 이 분야는 AI 인프라 구축의 주요 병목 요인이 돼요.

12개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
351
Aware Super
Aware Super
Australia
US$2.97억 +US$1221만 3 4.21% 증가
352
Raiffeisen Bank International
Raiffeisen Bank International
Austria
US$2.95억 -US$6964만 4 3.46% 축소
353
Kestra Advisory Services
Kestra Advisory Services
Texas
US$2.92억 -US$1847만 5 0.94% 축소
354
PCM
Prime Capital Management
Hong Kong
US$2.92억 US$0 1 23.29% 유지됨
355
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
US$2.91억 -US$20.8만 2 5.13% 축소
356
Great Lakes Advisors
Great Lakes Advisors
Illinois
US$2.88억 -US$2.71억 4 2.19% 축소
357
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
US$2.87억 -US$1.36억 2 4.95% 축소
358
Prudential plc
Prudential plc
United Kingdom
US$2.87억 +US$733만 3 1.56% 증가
359
SP
SIH Partners
Delaware
US$2.86억 +US$1222만 5 1.8% 증가
360
Rathbones Group
Rathbones Group
United Kingdom
US$2.84억 +US$1.53억 3 1.05% 증가
361
GGHC
Gilder Gagnon Howe & Co
New York
US$2.83억 -US$9320만 5 2.92% 축소
362
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
US$2.83억 -US$1005만 2 15.49% 축소
363
Profund Advisors
Profund Advisors
Maryland
US$2.82억 +US$3472만 5 7.75% 증가
364
Glenmede Trust
Glenmede Trust
Pennsylvania
US$2.8억 -US$4407만 5 1.24% 축소
365
Andra AP-fonden
Andra AP-fonden
Sweden
US$2.78억 -US$2207만 2 3.2% 축소
366
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$2.76억 +US$1473만 2 1.73% 증가
367
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$2.75억 -US$6208만 5 0.34% 축소
368
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.74억 +US$1249만 5 2.96% 증가
369
OP Asset Management
OP Asset Management
US$2.73억 -US$4637만 5 2.91% 축소
370
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
US$2.66억 -US$3504만 3 3.17% 축소
371
Mutual of America Capital Management
Mutual of America Capital Management
New York
US$2.64억 -US$255만 5 2.57% 축소
372
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
US$2.62억 +US$1043만 2 1.77% 증가
373
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
US$2.61억 +US$1243만 5 3.88% 증가
374
Ethic Inc
Ethic Inc
New York
US$2.61억 +US$745만 5 3.25% 증가
375
Close Asset Management
Close Asset Management
United Kingdom
US$2.59억 -US$1.1억 2 6.9% 축소