← 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
76	Millennium Management New York	$50.6M	+$46.7M	4	0.16%	New
77	Morgan Stanley New York	$50.5M	+$41.6M	4	0.03%	New
78	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$49.5M	+$45.2M	2	0.25%	New
79	Russell Frank Company Seattle, Washington	$48.3M	+$39.3M	4	0.09%	New
80	Renaissance Technologies New York	$48M	+$46.4M	4	0.13%	New
81	Weiss Multi-Strategy Advisers New York	$47.9M	+$41.8M	2	1.4%	New
82	KeyBank National Association Cleveland, Ohio	$47.2M	+$48M	2	0.17%	New
83	New York State Teachers Retirement System (NYSTRS) Albany, New York	$44.7M	+$38.3M	2	0.13%	New
84	BlackRock Investment Management Wilmington, Delaware	$44.1M	+$37.6M	4	0.08%	New
85	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$43.5M	+$37.1M	3	0.21%	New
86	State of Wisconsin Investment Board Madison, Wisconsin	$43.3M	+$39.7M	3	0.18%	New
87	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$42.5M	+$32.9M	1	1.7%	New
88	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$41.5M	+$35.6M	2	0.12%	New
89	BlackRock New York	$41.5M	+$35.5M	4	0.08%	New
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$40.6M	+$34.7M	4	0.13%	New
91	SM Seminole Management New York	$38.8M	+$30M	1	2.2%	New
92	State Board of Administration of Florida Retirement System Tallahassee, Florida	$38.7M	+$33.4M	4	0.13%	New
93	RC RGM Capital Naples, Florida	$38M	+$38.8M	1	11.28%	New
94	Westwood Holdings Group Dallas, Texas	$37.7M	+$38.5M	1	0.33%	New
95	WM WS Management Jacksonville, Florida	$36.3M	+$28.1M	1	1.16%	New
96	Thompson Siegel & Walmsley Richmond, Virginia	$36.2M	+$35.8M	2	0.78%	New
97	UBS Zurich, Switzerland	$33.6M	+$28.2M	5	0.04%	New
98	RhumbLine Advisers Boston, Massachusetts	$33.3M	+$28.5M	4	0.11%	New
99	Meag Munich Ergo Munich, Germany	$32.5M	+$25M	1	2.45%	New
100	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$31.2M	+$25.2M	2	0.23%	New