← 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
301
Global X Management Company
Global X Management Company
New York
$10.3M -$2.17M 1 0.59% Reduced
302
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$10.2M -$192K 2 0.25% Reduced
303
HighTower Advisors
HighTower Advisors
Illinois
$9.9M +$4.15M 3 0.17% Increased
304
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$9.76M +$89.6K 2 0.14% Increased
305
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.72M -$11.3M 2 0.07% Reduced
306
SC
Salzman & Co
New York
$9.67M +$8M 1 3.13% New
307
BIM
Bogle Investment Management
Massachusetts
$9.62M -$4.1M 2 0.64% Reduced
308
Nuveen
Nuveen
North Carolina
$9.52M -$256K 3 0.06% Reduced
309
Profund Advisors
Profund Advisors
Maryland
$9.33M +$3.8M 2 0.41% Increased
310
HCM
Highfields Capital Management
Massachusetts
$9.23M $0 1 0.07% Maintained
311
MSA
Mason Street Advisors
Wisconsin
$9.11M -$2.56M 2 0.07% Reduced
312
Aperio Group
Aperio Group
California
$9.02M +$1.07M 2 0.13% Increased
313
BCM
Barometer Capital Management
Ontario, Canada
$8.86M -$18.6M 1 1.68% Reduced
314
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$8.73M +$191K 1 0.35% Increased
315
MAM
Myriad Asset Management
Hong Kong
$8.69M +$6.68M 1 3.06% Increased
316
AP
Archon Partners
New Jersey
$8.57M -$191K 1 2.29% Reduced
317
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.47M -$280K 2 0.12% Reduced
318
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$8.35M +$77.6K 1 0.14% Increased
319
CAM
CG Asset Management
New York
$8.28M +$969K 2 3.51% Increased
320
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.05M +$6.79M 3 0.48% New
321
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$8.02M +$166K 2 0.29% Increased
322
Utah Retirement Systems
Utah Retirement Systems
Utah
$8.02M -$40.6K 2 0.23% Reduced
323
AGC
Angelo Gordon & Co
New York
$8M -$12M 1 0.63% Reduced
324
Highbridge Capital Management
Highbridge Capital Management
New York
$7.96M -$11.6M 2 0.1% Reduced
325
Spot Trading
Spot Trading
Illinois
$7.95M -$1.03M 4 0.04% Reduced