← 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
51
Boston Partners
Boston Partners
Massachusetts
$712M -$154M 2 0.88% Reduced
52
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$711M +$426M 4 0.13% Increased
53
Pictet Asset Management
Pictet Asset Management
Switzerland
$705M -$71.6M 5 0.81% Reduced
54
Two Sigma Advisers
Two Sigma Advisers
New York
$656M +$73M 5 1.46% Increased
55
First Trust Advisors
First Trust Advisors
Illinois
$656M -$93.6M 5 0.67% Reduced
56
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$652M -$172M 4 0.64% Reduced
57
AllianceBernstein
AllianceBernstein
Tennessee
$651M +$8.14M 5 0.23% Increased
58
Swedbank
Swedbank
Sweden
$646M +$303M 3 0.86% Increased
59
Winslow Capital Management
Winslow Capital Management
Minnesota
$644M +$47.7M 1 2.32% Increased
60
Allianz Asset Management
Allianz Asset Management
Germany
$627M -$3M 4 0.93% Reduced
61
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$592M +$482M 4 0.94% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$584M -$4.29M 4 0.55% Reduced
63
Artisan Partners
Artisan Partners
Wisconsin
$566M -$21.1M 3 0.85% Reduced
64
Parnassus Investments
Parnassus Investments
California
$556M -$275M 2 1.21% Reduced
65
Millennium Management
Millennium Management
New York
$545M +$27.1M 5 0.25% Increased
66
Neuberger Berman Group
Neuberger Berman Group
New York
$541M +$39.4M 4 0.44% Increased
67
National Pension Service
National Pension Service
South Korea
$530M +$1.96M 2 0.61% Increased
68
Nordea Investment Management
Nordea Investment Management
Sweden
$518M +$21.3M 2 0.61% Increased
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
$513M +$74M 3 0.7% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$498M +$159M 5 1.14% Increased
71
Jane Street
Jane Street
New York
$491M +$285M 5 0.11% Increased
72
Coatue Management
Coatue Management
New York
$487M +$12.4M 1 1.9% Increased
73
Citadel Advisors
Citadel Advisors
Florida
$485M -$56M 3 0.1% Reduced
74
Principal Financial Group
Principal Financial Group
Iowa
$477M +$3.08M 4 0.28% Increased
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$474M +$438K 4 0.58% Increased
1 2
3
4 5