← 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	SCM Segantii Capital Management Hong Kong	$17.3M	+$14.7M	1	2.85%	New
252	Orbis Allan Gray Hamilton, Bermuda	$17.2M	-$90.2M	1	0.12%	Reduced
253	HT HAP Trading New York	$17.1M	+$14.5M	1	1.06%	New
254	UFF USA Financial Formulas Ada, Michigan	$17M	+$4.53M	2	4.1%	Increased
255	DCM Dupont Capital Management Wilmington, Delaware	$17M	-$12.3M	2	0.38%	Reduced
256	State of Michigan Retirement System Lansing, Michigan	$16.7M	+$91.9K	2	0.13%	Increased
257	Picton Mahoney Asset Management Toronto, Ontario, Canada	$16.5M	+$3.47M	1	1.11%	Increased
258	Adams Diversified Equity Fund Baltimore, Maryland	$16.4M	$0	1	0.94%	Maintained
259	BOK Financial Tulsa, Oklahoma	$16.2M	-$161K	2	0.51%	Reduced
260	TPSF Texas Permanent School Fund Austin, Texas	$15.9M	-$365K	3	0.21%	Reduced
261	Gulf International Bank (UK) London, United Kingdom	$15.8M	+$495K	2	0.23%	Increased
262	Tocqueville Asset Management New York	$15.5M	-$5M	1	0.19%	Reduced
263	NONA Ninety One North America New York	$15.5M	+$573K	1	2.92%	Increased
264	Parallax Volatility Advisers San Francisco, California	$15.3M	+$12.9M	2	0.03%	Increased
265	Clark Capital Management Group Philadelphia, Pennsylvania	$15.3M	+$1.71M	1	0.68%	Increased
266	Marshall Wace London, United Kingdom	$15.3M	-$43M	1	0.74%	Reduced
267	FP Foundry Partners Minneapolis, Minnesota	$15.3M	-$2.29M	1	0.64%	Reduced
268	Mariner Independent Advisor Network Overland Park, Kansas	$15.1M	+$13.9M	1	1.84%	New
269	RIG Roosevelt Investment Group New York	$15M	-$3.46M	1	1.36%	Reduced
270	F.L. Putnam Investment Management Lynnfield, Massachusetts	$14.5M	+$5.27M	2	1.51%	Increased
271	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$14.5M	+$139K	1	1.01%	Increased
272	JCM Jag Capital Management St Louis, Missouri	$14.4M	+$5.85M	1	2.98%	Increased
273	GH GAM Holding Zurich, Switzerland	$14.2M	+$5.01M	2	0.22%	Increased
274	Eagle Global Advisors Houston, Texas	$14.1M	-$36.9K	1	0.38%	Reduced
275	Caxton Associates (New York) New York	$14.1M	+$3.61M	2	0.05%	Increased