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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
276
GMI
Greystone Managed Investments
Saskatchewan, Canada
$9.09M -$1.5M 1 0.41% Reduced
277
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.04M +$7.21M 4 0.58% Increased
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
$8.99M +$43.4K 3 0.14% Increased
279
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.89M -$2.69M 1 0.6% Reduced
280
US Bancorp
US Bancorp
Minnesota
$8.79M +$3.24M 4 0.03% Increased
281
PAM
Private Asset Management
California
$8.7M +$58.7K 1 1.46% Increased
282
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$8.61M +$3.6M 1 0.49% Increased
283
Advisors Capital Management
Advisors Capital Management
New Jersey
$8.6M -$280K 1 0.84% Reduced
284
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$8.59M -$86K 2 0.18% Reduced
285
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.48M +$282K 3 0.09% Increased
286
Wolverine Trading
Wolverine Trading
Illinois
$8.46M +$1.36M 3 0.04% Increased
287
HL Financial Services
HL Financial Services
Kentucky
$8.3M +$3.66M 1 0.19% Increased
288
MAP
Managed Asset Portfolios
Michigan
$8.22M +$1.33M 1 3.46% Increased
289
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.19M +$182K 2 0.16% Increased
290
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.17M +$472K 2 0.03% Increased
291
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.1M +$301K 2 0.18% Increased
292
Swiss Life Asset Management
Swiss Life Asset Management
$8.08M +$2.78M 2 0.28% Increased
293
NI
Nepsis Inc
Minnesota
$8.06M +$904K 1 4.39% Increased
294
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$8.02M +$2.61M 1 0.15% Increased
295
CBOA
Commonwealth Bank of Australia
Australia
$7.98M -$404K 2 0.09% Reduced
296
CCP
Clough Capital Partners
Massachusetts
$7.95M -$47.2M 1 0.41% Reduced
297
PEAK6 Group
PEAK6 Group
Illinois
$7.93M -$531K 2 0.06% Reduced
298
CIC
Cornercap Investment Counsel
Georgia
$7.92M -$1.17M 1 1.44% Reduced
299
UBS O'Connor
UBS O'Connor
Illinois
$7.76M +$6.66M 1 0.12% New
300
Highbridge Capital Management
Highbridge Capital Management
New York
$7.68M -$4.46M 4 0.12% Reduced