← All themes Artificial Intelligence

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
251
AGF Management
AGF Management
Ontario, Canada
$554M +$225M 2 2.15% Increased
252
Life Cycle Investment Partners
Life Cycle Investment Partners
$554M +$220M 2 2.58% Increased
253
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$553M +$8.54M 7 0.85% Increased
254
Westfield Capital Management
Westfield Capital Management
Massachusetts
$550M +$301M 4 1.8% Increased
255
Groupama Asset Management
Groupama Asset Management
France
$541M -$186M 2 6.82% Reduced
256
Castle Hook Partners
Castle Hook Partners
New York
$540M -$56.1M 1 2.48% Reduced
257
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$539M +$350M 1 4.45% New
258
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$537M -$118M 2 4.02% Reduced
259
Resona Asset Management
Resona Asset Management
Japan
$537M -$28M 3 2.52% Reduced
260
Temasek Holdings
Temasek Holdings
Singapore
$535M +$46.5M 5 1.44% Increased
261
TCM
Trybe Capital Management
Connecticut
$533M +$110M 3 48.96% Increased
262
Woodline Partners
Woodline Partners
California
$533M +$50M 3 1.65% Increased
263
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$527M +$149M 2 8.16% Increased
264
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$515M -$36.6M 5 1.61% Reduced
265
Empowered Funds
Empowered Funds
Pennsylvania
$514M +$2.92M 6 2.71% Increased
266
Baird Financial Group
Baird Financial Group
Wisconsin
$513M -$32.9M 4 0.71% Reduced
267
IEQ Capital
IEQ Capital
California
$506M -$118M 4 2.33% Reduced
268
DnB Asset Management
DnB Asset Management
Norway
$504M -$35.2M 5 1.41% Reduced
269
UniSuper Management
UniSuper Management
Australia
$503M +$12.9M 3 2.6% Increased
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$499M -$16.9M 6 2.43% Reduced
271
Point72 Asset Management
Point72 Asset Management
Connecticut
$496M -$652M 4 0.55% Reduced
272
Fidelity International
Fidelity International
Bermuda
$495M +$115M 4 0.36% Increased
273
CIBC World Market
CIBC World Market
Ontario, Canada
$495M -$89.3M 4 0.79% Reduced
274
GJL
Gendell Jeffrey L
$491M -$7.5M 2 4.34% Reduced
275
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$490M -$8.1M 8 0.62% Reduced