← 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
Alkeon Capital Management
Alkeon Capital Management
New York
$116M -$293K 1 0.93% Reduced
77
Renaissance Technologies
Renaissance Technologies
New York
$115M +$50.3M 4 0.15% Increased
78
Frontier Capital Management
Frontier Capital Management
Massachusetts
$115M -$39.3M 3 0.84% Reduced
79
Russell Investments Group
Russell Investments Group
United Kingdom
$114M +$53.7M 4 0.2% Increased
80
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$114M +$37.1M 2 1.37% Increased
81
IIM
Ivory Investment Management
New York
$113M +$42.6M 1 4.22% Increased
82
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$111M +$9.74M 3 0.46% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$104M -$9.03M 4 0.22% Reduced
84
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$103M -$83.2M 2 0.66% Reduced
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$102M -$278K 4 0.23% Reduced
86
Putnam Investments
Putnam Investments
Massachusetts
$101M -$81.5M 3 0.24% Reduced
87
Point72 Asset Management
Point72 Asset Management
Connecticut
$97.8M +$54M 2 0.55% Increased
88
Pendal Group
Pendal Group
Australia
$97.6M +$95.8M 2 1.41% New
89
Prudential Financial
Prudential Financial
New Jersey
$94.9M -$12.1M 3 0.14% Reduced
90
GQG Partners
GQG Partners
Florida
$94.3M +$96.3M 2 6.94% Increased
91
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$93.3M -$2.67M 3 0.24% Reduced
92
Asset Management One
Asset Management One
Japan
$92.1M -$2.5M 2 0.24% Reduced
93
Federated Hermes
Federated Hermes
Pennsylvania
$92M +$11.9M 3 0.26% Increased
94
Hermes Investment Management
Hermes Investment Management
United Kingdom
$91.2M -$35.3M 2 1.49% Reduced
95
Acadian Asset Management
Acadian Asset Management
Massachusetts
$90.3M +$66.5M 3 0.41% Increased
96
Two Sigma Investments
Two Sigma Investments
New York
$87.7M -$177M 4 0.32% Reduced
97
TCW Group
TCW Group
California
$85.9M -$37M 1 0.71% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$83.8M +$22.6M 3 0.27% Increased
99
Jane Street
Jane Street
New York
$82.5M +$25.4M 2 0.29% Increased
100
USAA
United Services Automobile Association
Texas
$82.5M -$14.6M 3 0.25% Reduced