← 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
$148M +$10.5M 1 0.52% Increased
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$143M -$458K 4 0.28% Reduced
78
Point72 Asset Management
Point72 Asset Management
Connecticut
$135M +$132M 3 0.83% Increased
79
Prudential Financial
Prudential Financial
New Jersey
$132M -$4.61M 4 0.21% Reduced
80
Korea Investment Corp
Korea Investment Corp
South Korea
$130M +$6.27M 2 0.55% Increased
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$130M -$1.09M 4 0.33% Reduced
82
TD Asset Management
TD Asset Management
Ontario, Canada
$129M +$42.6M 2 0.2% Increased
83
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$126M +$45.5M 3 0.35% Increased
84
Epoch Investment Partners
Epoch Investment Partners
New York
$122M +$49.3M 2 0.56% Increased
85
Macquarie Group
Macquarie Group
Australia
$119M +$252K 3 0.2% Increased
86
VanEck Associates
VanEck Associates
New York
$115M -$5.79M 2 0.54% Reduced
87
Russell Investments Group
Russell Investments Group
United Kingdom
$114M -$12.7M 5 0.22% Reduced
88
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$113M -$8.29M 4 0.2% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$113M -$1.35M 4 0.3% Reduced
90
Glenmede Trust
Glenmede Trust
Pennsylvania
$112M -$3.06M 4 0.51% Reduced
91
National Pension Service
National Pension Service
South Korea
$111M +$5M 2 0.35% Increased
92
Pinnacle Associates
Pinnacle Associates
New York
$110M -$14.6M 3 2.59% Reduced
93
AustralianSuper
AustralianSuper
Australia
$109M -$4.57M 2 1.03% Reduced
94
Federated Hermes
Federated Hermes
Pennsylvania
$106M -$8.73M 3 0.26% Reduced
95
RC
RGM Capital
Florida
$102M -$14.5M 1 6.81% Reduced
96
AMF Tjänstepension
AMF Tjänstepension
Sweden
$102M +$74.4M 1 1.05% Increased
97
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$101M -$12.5M 3 0.36% Reduced
98
USS Investment Management
USS Investment Management
United Kingdom
$101M +$91.5M 1 1.04% New
99
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$99.6M +$25M 1 0.34% Increased
100
HSBC Holdings
HSBC Holdings
United Kingdom
$98.9M +$8.1M 4 0.18% Increased