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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
Walleye Trading
Walleye Trading
New York
$18.7M +$5.65M 2 0.19% Increased
227
HC
Hosking & Co
Ireland
$18.3M +$2.63M 2 1.3% Increased
228
Analytic Investors
Analytic Investors
California
$18.2M +$3.19M 1 0.25% Increased
229
STRS Ohio
STRS Ohio
Ohio
$18.2M -$874K 2 0.08% Reduced
230
HighTower Advisors
HighTower Advisors
Illinois
$18M -$1.71M 3 0.27% Reduced
231
Nomura Asset Management
Nomura Asset Management
Japan
$17.8M +$4.62M 2 0.32% Increased
232
Los Angeles Capital Management
Los Angeles Capital Management
California
$17.8M -$3.24M 3 0.16% Reduced
233
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$17.7M +$9.21M 2 0.09% Increased
234
Royce & Associates
Royce & Associates
New York
$17.7M -$11M 2 0.07% Reduced
235
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$17.6M -$59.8M 1 1.81% Reduced
236
DP
DW Partners
New York
$17.4M +$19.4M 1 6.33% New
237
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$17.2M +$13.9M 2 1.13% Increased
238
National Pension Service
National Pension Service
South Korea
$16.8M +$1.54M 2 0.24% Increased
239
ACM
Andor Capital Management
New York
$16.3M +$17.9M 1 1.62% New
240
ING Group
ING Group
Netherlands
$16M +$9.31M 3 0.08% Increased
241
Victory Capital Management
Victory Capital Management
Texas
$15.8M -$552K 2 0.06% Reduced
242
Braun Stacey Associates
Braun Stacey Associates
New York
$15.6M -$1.56M 1 0.92% Reduced
243
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$15.6M -$1.11M 2 0.11% Reduced
244
ZDA
Zweig-DiMenna Associates
New York
$15.5M -$18.6M 1 0.65% Reduced
245
MCM
McKinley Capital Management
Alaska
$15.5M +$8.07M 1 0.62% Increased
246
ICOM
Investment Counselors of Maryland
Maryland
$15.5M +$3.59M 1 0.73% Increased
247
SP
Steelhead Partners
Washington
$15.3M +$448K 1 1.22% Increased
248
BCM
Bodri Capital Management
California
$15.3M -$747K 2 8.21% Reduced
249
Hancock Whitney
Hancock Whitney
Mississippi
$15.3M +$14.3M 2 0.58% Increased
250
TPSF
Texas Permanent School Fund
Texas
$15.1M -$209K 2 0.17% Reduced
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