← 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
426
Congress Asset Management
Congress Asset Management
Massachusetts
US$1.95억 -US$1797만 3 1.2% 축소
427
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
US$1.95억 -US$983만 2 2.47% 축소
428
UNICOM Systems
UNICOM Systems
Nevada
US$1.92억 +US$2945만 2 12.5% 증가
429
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$1.9억 +US$5716만 3 1.51% 증가
430
Sanctuary Advisors
Sanctuary Advisors
Indiana
US$1.89억 +US$2318만 6 0.88% 증가
431
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
US$1.88억 +US$3.08억 3 6.05% 증가
432
MH
Mishpacha Holdings
US$1.88억 +US$2208만 3 70.5% 증가
433
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
US$1.87억 -US$1.57억 3 4.24% 축소
434
Independent Financial Group
Independent Financial Group
California
US$1.87억 +US$4143만 6 3.5% 증가
435
Cannell & Spears
Cannell & Spears
New York
US$1.86억 +US$8377만 2 3.3% 증가
436
Achmea Investment Management
Achmea Investment Management
Netherlands
US$1.84억 -US$3539만 1 4.61% 축소
437
Sculptor Capital
Sculptor Capital
New York
US$1.84억 -US$1577만 2 1.5% 축소
438
SBI Securities
SBI Securities
Japan
US$1.81억 +US$4111만 7 4.12% 증가
439
Mizuho Markets Americas
Mizuho Markets Americas
New York
US$1.8억 +US$3467만 3 2.83% 증가
440
Whittier Trust
Whittier Trust
California
US$1.79억 +US$3302만 4 1.76% 증가
441
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
US$1.78억 +US$1981만 3 5.08% 증가
442
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
US$1.78억 +US$1667만 3 0.97% 증가
443
Horizon Investments
Horizon Investments
North Carolina
US$1.78억 -US$1388만 5 1.95% 축소
444
Braun Stacey Associates
Braun Stacey Associates
New York
US$1.78억 -US$3716만 2 5.04% 축소
445
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
US$1.77억 -US$5646만 2 5.73% 축소
446
Avanza Fonder
Avanza Fonder
Sweden
US$1.75억 +US$1140만 3 3.8% 증가
447
Dorsal Capital Management
Dorsal Capital Management
California
US$1.73억 +US$1.21억 1 6.14% 신규
448
SCGE Management
SCGE Management
California
US$1.72억 +US$1841만 1 2.92% 증가
449
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
US$1.71억 +US$1296만 2 3.06% 증가
450
Mizuho Securities USA
Mizuho Securities USA
New York
US$1.71억 +US$2580만 3 2.75% 증가