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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
101
Barclays
Barclays
United Kingdom
$81.6M +$13.6M 4 0.09% Increased
102
BlackRock Advisors
BlackRock Advisors
Delaware
$80.4M +$50.6M 4 0.08% Increased
103
SM
Seminole Management
New York
$78.6M +$26.3M 1 3.78% Increased
104
CCM
Cornerstone Capital Management
Minnesota
$78.2M -$16.7M 1 2.51% Reduced
105
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$77.1M +$64.8M 3 0.31% New
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$75.9M +$10.7M 4 0.22% Increased
107
Prudential Financial
Prudential Financial
New Jersey
$74.8M +$2.95M 4 0.13% Increased
108
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$74M +$52.1M 2 9.54% Increased
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$72.5M +$7.45M 2 0.19% Increased
110
Neuberger Berman Group
Neuberger Berman Group
New York
$69.9M +$4.29M 4 0.07% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$69M +$28.9K 4 0.22% Increased
112
UBS O'Connor
UBS O'Connor
Illinois
$66.8M +$4.16M 1 0.43% Increased
113
RC
RGM Capital
Florida
$65.9M -$221K 1 10.99% Reduced
114
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.4M +$56.9M 1 0.38% New
115
KCM
Kingdon Capital Management
New York
$63.9M +$46.1M 2 2.45% Increased
116
Principal Financial Group
Principal Financial Group
Iowa
$63.5M -$851K 3 0.11% Reduced
117
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.1M +$4.56M 4 0.1% Increased
118
HCM
Hawkeye Capital Management
Florida
$61.8M $0 1 15% Maintained
119
SG Americas Securities
SG Americas Securities
New York
$61.8M -$234M 2 0.36% Reduced
120
DI
Dalton Investments
Nevada
$61.3M +$8.32M 1 15.27% Increased
121
MTB
Mizuho Trust & Banking
Japan
$61.1M -$670K 2 0.22% Reduced
122
Hermes Investment Management
Hermes Investment Management
United Kingdom
$60M +$47M 2 1.66% Increased
123
PointState Capital
PointState Capital
New York
$59.7M +$49.4M 1 0.75% New
124
Frontier Capital Management
Frontier Capital Management
Massachusetts
$58.5M +$6M 2 0.43% Increased
125
First Trust Advisors
First Trust Advisors
Illinois
$58.1M -$6.14M 2 0.24% Reduced
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