← 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
326	Amalgamated Bank New York	$13.9M	+$1.35M	4	0.34%	Increased
327	CCM Cobalt Capital Management Short Hills, New Jersey	$13.8M	-$32.3M	1	3.08%	Reduced
328	B BP London, United Kingdom	$13.7M	+$3.62M	2	0.44%	Increased
329	Braun Stacey Associates New York	$13.7M	-$2.6M	1	0.93%	Reduced
330	Viking Global Investors Stamford, Connecticut	$13.6M	+$14.1M	1	0.08%	New
331	HCMT Highland Capital Management (Texas) Dallas, Texas	$13.6M	+$3.25M	1	0.77%	Increased
332	Andra AP-fonden Goteborg, Sweden	$13.6M	+$691K	2	0.37%	Increased
333	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$13.4M	+$5.81M	1	2.33%	Increased
334	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$13.3M	+$1.1M	2	0.13%	Increased
335	MSA Mason Street Advisors Milwaukee, Wisconsin	$13.2M	+$171K	4	0.29%	Increased
336	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.2M	-$5.07M	3	0.41%	Reduced
337	PineBridge Investments New York	$13.1M	+$1.83M	4	0.32%	Increased
338	Guardian Capital (Canada) Toronto, Ontario, Canada	$13M	+$2.05M	2	0.22%	Increased
339	William Blair & Company Chicago, Illinois	$12.8M	+$136K	2	0.09%	Increased
340	Maverick Capital Dallas, Texas	$12.7M	+$4.78M	2	0.15%	Increased
341	AAP Ardsley Advisory Partners Stamford, Connecticut	$12.4M	+$8.17M	1	1.86%	Increased
342	JP Jana Partners New York	$12.4M	-$53.2M	1	0.33%	Reduced
343	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$12.3M	-$6.73M	1	0.89%	Reduced
344	NA Navellier & Associates Reno, Nevada	$12.3M	-$2.3M	1	1.71%	Reduced
345	Paradigm Capital Management Inc Albany, New York	$12.3M	+$378K	1	0.99%	Increased
346	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.2M	+$53.7K	2	0.27%	Increased
347	ArrowMark Colorado Holdings Denver, Colorado	$12.2M	-$2.7M	1	0.11%	Reduced
348	NA Neuburgh Advisers Los Angeles, California	$12M	-$1.76M	1	0.4%	Reduced
349	Seizert Capital Partners Birmingham, Michigan	$11.9M	$0	1	0.43%	Maintained
350	TCM Tegean Capital Management New York	$11.8M	$0	1	6.14%	Maintained