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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
351
MSA
Mason Street Advisors
Wisconsin
$4.27M -$10.8K 2 0.13% Reduced
352
CMBA
C.M. Bidwell & Associates
Hawaii
$4.25M +$4.93K 1 0.95% Increased
353
Harvard Management Company
Harvard Management Company
Massachusetts
$4.24M +$6M 1 0.35% New
354
Tredje AP-fonden
Tredje AP-fonden
Sweden
$4.2M +$4.68M 2 0.34% New
355
CIBC World Market
CIBC World Market
Ontario, Canada
$4.18M +$3.39M 2 0.02% Increased
356
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.1M -$227K 2 0.13% Reduced
357
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$4.1M +$288K 2 0.03% Increased
358
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$4.05M $0 2 0.2% Maintained
359
CAM
CG Asset Management
New York
$4.03M -$337K 2 1.54% Reduced
360
City National Bank
City National Bank
Delaware
$4.02M +$509K 1 0.03% Increased
361
Advisors Asset Management
Advisors Asset Management
Colorado
$3.99M +$1.02M 2 0.05% Increased
362
ARTA
A.R.T. Advisors
New York
$3.94M +$1.54M 1 0.13% Increased
363
BCM
Brightfield Capital Management
New York
$3.91M +$1.94M 2 4.28% Increased
364
Fred Alger Management
Fred Alger Management
New York
$3.88M -$153M 2 0.02% Reduced
365
TA
Teton Advisors
New York
$3.86M -$101K 1 0.26% Reduced
366
Laurion Capital Management
Laurion Capital Management
New York
$3.86M -$10.4M 1 0.04% Reduced
367
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$3.8M -$735K 2 0.03% Reduced
368
SAM
Shell Asset Management
Netherlands
$3.79M -$578K 2 0.08% Reduced
369
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.73M -$648K 2 0.07% Reduced
370
BLM
Bennett Lawrence Management
New York
$3.67M -$2.4M 1 0.96% Reduced
371
BACM
Blue Arrow Capital Management
New York
$3.61M +$5.11M 1 0.35% New
372
US Bancorp
US Bancorp
Minnesota
$3.59M -$1.33M 4 0.01% Reduced
373
CA
CapWealth Advisors
Tennessee
$3.54M +$880K 1 0.84% Increased
374
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.51M -$419K 2 0.17% Reduced
375
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.5M -$2.36M 2 0.03% Reduced
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