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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
76
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.62B -$91M 6 2.51% Reduced
77
Victory Capital Management
Victory Capital Management
Texas
$2.61B -$177M 5 1.46% Reduced
78
ProShare Advisors
ProShare Advisors
Maryland
$2.57B -$252M 4 3.72% Reduced
79
DZ Bank
DZ Bank
Germany
$2.56B -$179M 4 1.96% Reduced
80
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.54B +$345M 5 3.75% Increased
81
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.53B -$460M 5 3.01% Reduced
82
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$2.52B +$13.8M 5 3% Increased
83
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.51B -$404M 5 2.52% Reduced
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.42B -$3.15B 5 1.15% Reduced
85
Neuberger Berman Group
Neuberger Berman Group
New York
$2.39B -$87.6M 6 1.59% Reduced
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.37B -$436M 2 5.34% Reduced
87
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.28B +$131M 7 0.54% Increased
88
Daiwa Securities Group
Daiwa Securities Group
Japan
$2.27B -$298M 6 4.43% Reduced
89
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.26B +$2.77M 6 2.85% Increased
90
TD Asset Management
TD Asset Management
Ontario, Canada
$2.25B -$38.7M 5 1.95% Reduced
91
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.23B +$6.15M 4 3.37% Increased
92
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.14B -$1.78B 7 1.99% Reduced
93
Marshall Wace
Marshall Wace
United Kingdom
$2.14B -$140M 7 1.69% Reduced
94
Prudential Financial
Prudential Financial
New Jersey
$2.1B -$278M 5 2.29% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$2.09B +$757M 3 5.14% Increased
96
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$2.08B +$1.24B 5 9.52% Increased
97
AllianceBernstein
AllianceBernstein
Tennessee
$2.04B +$917M 6 0.67% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.99B -$21.2M 4 2.79% Reduced
99
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.98B -$28.5M 4 2.43% Reduced
100
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.95B -$53.8M 5 2.98% Reduced