← 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
101	Parametric Portfolio Associates Seattle, Washington	$30.8M	+$26.4M	4	0.09%	New
102	VOYA Investment Management Atlanta, Georgia	$30.8M	+$25.8M	4	0.09%	New
103	ACM Azentus Capital Management Hong Kong	$30.6M	+$23.6M	1	11.46%	New
104	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$30.2M	+$25.3M	4	0.06%	New
105	MTB Mizuho Trust & Banking Tokyo, Japan	$30.1M	+$25.6M	2	0.13%	New
106	Guggenheim Capital Chicago, Illinois	$29.8M	+$25.9M	2	0.13%	New
107	Prudential Financial Newark, New Jersey	$29.1M	+$24.9M	3	0.06%	New
108	Principal Financial Group Des Moines, Iowa	$28.9M	+$24.7M	3	0.06%	New
109	PWAM Park West Asset Management San Francisco, California	$28.7M	+$22.2M	1	3.38%	New
110	Soros Fund Management New York	$28.7M	+$22.2M	1	0.31%	New
111	QAM Quentec Asset Management New York	$28.2M	+$24.9M	2	11.09%	New
112	Adage Capital Partners Boston, Massachusetts	$27.3M	+$24M	2	0.08%	New
113	Royce & Associates New York	$27.1M	+$25.6M	2	0.08%	New
114	CCMH Cornerstone Capital Management Holdings New York	$26.7M	+$21.2M	2	0.33%	New
115	Westfield Capital Management Boston, Massachusetts	$26.4M	+$26.9M	1	0.18%	New
116	Neuberger Berman Group New York	$26.2M	+$22.4M	3	0.03%	New
117	BlackRock Japan Tokyo, Japan	$25.7M	+$22M	3	0.12%	New
118	CCI Columbus Circle Investors	$25.7M	+$19.9M	1	0.21%	New
119	CC Carlson Capital Dallas, Texas	$25.6M	+$26.1M	1	0.31%	New
120	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$24.9M	+$21M	3	0.07%	New
121	Nomura Holdings Tokyo, Japan	$24.6M	+$19.8M	5	0.2%	New
122	Swiss National Bank Zurich, Switzerland	$24.4M	+$20.9M	4	0.11%	New
123	Polar Capital London, United Kingdom	$24.4M	+$21.9M	2	0.85%	New
124	Bridgewater Associates Westport, Connecticut	$24.3M	+$20.5M	2	0.21%	New
125	AQR Capital Management Greenwich, Connecticut	$23.7M	+$18.8M	4	0.08%	New