← 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
276	GP GLG Partners London, United Kingdom	$12.7M	-$3.41M	1	0.3%	Reduced
277	Public Employees Retirement Association of Colorado Denver, Colorado	$12.5M	-$719K	3	0.11%	Reduced
278	Fjarde Ap-fonden Stockholm, Sweden	$12.5M	-$476K	2	0.25%	Reduced
279	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.4M	-$218K	2	0.26%	Reduced
280	CC Crosslink Capital Menlo Park, California	$12.3M	-$783K	2	1.27%	Reduced
281	ICOM Investment Counselors of Maryland Baltimore, Maryland	$12.3M	-$114K	1	0.53%	Reduced
282	KG Karamaan Group New York	$12.1M	-$751K	1	9.65%	Reduced
283	Asset Management One Tokyo, Japan	$12M	+$310K	2	0.18%	Increased
284	PIM Platinum Investment Management Sydney Australia 2000, Australia	$11.9M	$0	1	0.21%	Maintained
285	ExxonMobil Investment Management Irving, Texas	$11.8M	-$225K	2	0.26%	Reduced
286	IRF IBM Retirement Fund Armonk, New York	$11.7M	+$159K	2	0.23%	Increased
287	WTB Washington Trust Bank Spokane, Washington	$11.7M	$0	2	2.38%	Maintained
288	MCM McKinley Capital Management Anchorage, Alaska	$11.7M	-$319K	1	0.48%	Reduced
289	AL Airain Ltd St. Peter Port, Guernsey	$11.4M	+$9.5M	3	0.94%	Increased
290	CAM Capstone Asset Management Houston, Texas	$11.3M	+$410K	2	0.36%	Increased
291	Macquarie Group Sydney, NSW 2000, Australia	$11.2M	-$252K	2	0.03%	Reduced
292	RI Redwood Investments Boston, Massachusetts	$11.2M	+$9.26M	1	1.4%	New
293	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.1M	+$6.2M	2	0.04%	Increased
294	B BP London, United Kingdom	$11M	+$2.92M	1	0.35%	Increased
295	PNC Financial Services Group Pittsburgh, Pennsylvania	$11M	+$218K	4	0.01%	Increased
296	NPGCU Napier Park Global Capital (US) New York	$10.9M	-$10.3M	1	4.54%	Reduced
297	LOAMU Lombard Odier Asset Management (USA) New York	$10.7M	-$19.6M	1	0.56%	Reduced
298	DM Delphi Management Brookline, Massachusetts	$10.6M	-$5.1M	1	1.55%	Reduced
299	DekaBank Deutsche Girozentrale Frankfurt, Germany	$10.5M	+$6.52M	2	0.16%	Increased
300	Moore Capital Management New York	$10.5M	+$2.99M	2	0.25%	Increased