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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
SCM
Segantii Capital Management
Hong Kong
$20.5M +$17.7M 1 7.85% New
227
DP
DW Partners
New York
$20.4M -$11.6M 1 2.27% Reduced
228
AIG
American International Group
New York
$20.1M -$895K 4 0.09% Reduced
229
OCMI
Oaktop Capital Management II
New Jersey
$19.9M $0 1 4.58% Maintained
230
PRCM
Pine River Capital Management
Minnesota
$19.8M -$12.8M 2 0.31% Reduced
231
Braun Stacey Associates
Braun Stacey Associates
New York
$19.6M -$848K 1 1.16% Reduced
232
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$19.5M +$2.08M 1 0.51% Increased
233
TPSF
Texas Permanent School Fund
Texas
$19.3M -$743K 2 0.2% Reduced
234
Voloridge Investment Management
Voloridge Investment Management
Florida
$19.2M -$9.87M 1 1.83% Reduced
235
Aviva
Aviva
United Kingdom
$19.1M +$132K 2 0.15% Increased
236
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19M -$409K 2 0.22% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.9M +$165K 2 0.13% Increased
238
SP
Steelhead Partners
Washington
$18.6M +$6.82M 1 1.46% Increased
239
ICAP
Independence Capital Asset Partners
Colorado
$18.6M +$15.4M 1 2.55% New
240
KBC Group
KBC Group
Belgium
$18.6M +$8.75M 2 0.21% Increased
241
MTIM
Marathon Trading Investment Management
Pennsylvania
$18.4M +$9.54M 1 0.61% Increased
242
RS Investment Management
RS Investment Management
California
$18.3M +$7.04M 1 0.15% Increased
243
CC
Clearline Capital
New York
$18.1M +$1.74M 1 2.89% Increased
244
Munder Capital Management
Munder Capital Management
Michigan
$17.8M -$91.9K 2 0.13% Reduced
245
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M +$497K 2 0.1% Increased
246
AC
Amiya Capital
United Kingdom
$16.9M +$14M 1 9.49% New
247
Hancock Whitney
Hancock Whitney
Mississippi
$16.6M -$458K 1 0.6% Reduced
248
SCA
Southpoint Capital Advisors
New York
$16.5M -$10.9M 1 1.07% Reduced
249
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.3M +$13.5M 1 1.8% New
250
TSU
TD Securities (USA)
New York
$16.2M +$914K 2 0.26% Increased
8 9
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