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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
Needham Investment Management
Needham Investment Management
New York
$14M -$1.42M 2 3.62% Reduced
277
LG
Leuthold Group
Minnesota
$13.8M -$281K 1 1.48% Reduced
278
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.8M -$1.42M 2 0.06% Reduced
279
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$13.7M +$4.35M 2 0.04% Increased
280
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$13.7M +$424K 2 0.13% Increased
281
Reinhart Partners
Reinhart Partners
Wisconsin
$13.7M -$417K 1 1.23% Reduced
282
AHL Partners
AHL Partners
United Kingdom
$13.5M +$2.09M 2 0.3% Increased
283
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.4M +$5.36K 3 0.19% Increased
284
VCM
Vigilant Capital Management
Maine
$13.3M +$271K 1 2.31% Increased
285
PAM
Private Asset Management
California
$13.1M -$460K 1 2.14% Reduced
286
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$13M $0 1 0.18% Maintained
287
MC
Maplelane Capital
New York
$13M -$7.33M 1 0.35% Reduced
288
PGGM Investments
PGGM Investments
Netherlands
$12.9M -$744K 1 0.07% Reduced
289
Profund Advisors
Profund Advisors
Maryland
$12.8M +$1.45M 3 0.57% Increased
290
Rafferty Asset Management
Rafferty Asset Management
New York
$12.6M +$4.91M 2 0.28% Increased
291
Advisors Capital Management
Advisors Capital Management
New Jersey
$12.5M +$194K 1 1.07% Increased
292
CCM
Cobalt Capital Management
New Jersey
$12.4M +$4.86M 1 2.02% Increased
293
WI
Wafra Inc
New York
$12.2M -$4.5M 1 0.63% Reduced
294
MSR
Main Street Research
Connecticut
$12.1M +$99.5K 1 2.13% Increased
295
Hood River Capital Management
Hood River Capital Management
Florida
$11.9M +$400K 2 0.9% Increased
296
Bridgewater Associates
Bridgewater Associates
Connecticut
$11.7M +$9.9M 1 0.13% New
297
SCM
Stevens Capital Management
Pennsylvania
$11.6M -$217K 2 0.44% Reduced
298
CG
Cutler Group
California
$11.5M +$2.02M 5 0.48% Increased
299
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M -$687K 2 0.22% Reduced
300
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.4M -$113K 3 0.09% Reduced
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