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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
AHL Partners
AHL Partners
United Kingdom
$10.3M -$8.95M 2 0.31% Reduced
277
Advisors Capital Management
Advisors Capital Management
New Jersey
$10.1M +$478K 1 0.97% Increased
278
Truist Financial
Truist Financial
North Carolina
$10.1M -$270K 1 0.21% Reduced
279
VSI
Verde Servicos Internacionais
Brazil
$9.96M +$6.7M 1 1.89% Increased
280
MAP
Managed Asset Portfolios
Michigan
$9.92M -$184K 1 3.91% Reduced
281
MSR
Main Street Research
Connecticut
$9.91M +$9.52M 1 1.93% New
282
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.91M -$15K 3 0.1% Reduced
283
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.88M $0 1 0.16% Maintained
284
GCP
Garelick Capital Partners
Massachusetts
$9.86M +$8.45M 1 2.19% New
285
KIP
Kayak Investment Partners
California
$9.78M +$8.38M 1 5.52% New
286
NA
Neuburgh Advisers
California
$9.74M +$9.36M 1 0.44% New
287
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9.66M +$5.36K 2 0.18% Increased
288
HHC
Hutchin Hill Capital
New York
$9.58M +$6.46M 2 0.33% Increased
289
Virtu KCG Holdings
Virtu KCG Holdings
New York
$9.53M +$351K 5 0.24% Increased
290
GMI
Greystone Managed Investments
Saskatchewan, Canada
$9.5M -$626K 1 0.42% Reduced
291
Swiss Life Asset Management
Swiss Life Asset Management
$9.49M -$131K 2 0.32% Reduced
292
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.48M -$4.25M 3 0.08% Reduced
293
UFF
USA Financial Formulas
Michigan
$9.4M +$8.98M 2 2.34% New
294
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$9.4M -$1.34M 1 0.77% Reduced
295
Meag Munich Ergo
Meag Munich Ergo
Germany
$9.25M +$955K 1 0.43% Increased
296
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$9.22M -$821K 2 0.21% Reduced
297
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$9.1M -$5.47M 2 0.08% Reduced
298
CAM
Cortina Asset Management
Wisconsin
$9.04M -$346K 1 0.38% Reduced
299
SCM
Stevens Capital Management
Pennsylvania
$8.99M +$5.75M 1 0.37% Increased
300
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$8.98M -$7.38M 3 0.2% Reduced