← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$63M -$1.71M 3 0.17% Reduced
102
NFA
Nationwide Fund Advisors
Ohio
$62.9M +$11.2M 4 0.26% Increased
103
Discovery Capital Management
Discovery Capital Management
Connecticut
$62.1M +$53.3M 1 1.32% New
104
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$61.5M -$2.35M 3 0.92% Reduced
105
TCW Group
TCW Group
California
$59.2M +$3.65M 2 0.45% Increased
106
Chevy Chase Trust
Chevy Chase Trust
Maryland
$57.7M -$363K 2 0.32% Reduced
107
MTB
Mizuho Trust & Banking
Japan
$57.6M +$105K 2 0.17% Increased
108
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$57.3M +$2.05M 4 0.16% Increased
109
APG Asset Management
APG Asset Management
Netherlands
$55.4M -$134M 2 0.1% Reduced
110
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$54.8M +$31.8M 1 0.54% Increased
111
Calamos Advisors
Calamos Advisors
Illinois
$52.4M +$19.1M 2 0.37% Increased
112
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.3M +$20.4M 1 0.3% Increased
113
LSV Asset Management
LSV Asset Management
Illinois
$51.7M -$3.58M 2 0.1% Reduced
114
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$51.3M -$24.4M 2 0.8% Reduced
115
Scout Investments
Scout Investments
Missouri
$51.2M +$8.06M 2 1.44% Increased
116
Emerald Acquisition
Emerald Acquisition
Washington
$50.8M -$29.9M 4 0.1% Reduced
117
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M +$38.1M 1 0.35% Increased
118
ACPU
Arrowgrass Capital Partners (US)
Delaware
$50.2M +$13.3M 2 0.67% Increased
119
Prudential Financial
Prudential Financial
New Jersey
$49.8M -$30.5M 3 0.08% Reduced
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$49.5M -$1.91M 4 0.15% Reduced
121
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$48.1M +$9.86M 2 0.21% Increased
122
Polar Capital
Polar Capital
United Kingdom
$47.9M -$4.63M 2 0.83% Reduced
123
Barclays
Barclays
United Kingdom
$47.2M -$9.25M 4 0.05% Reduced
124
SEI Investments
SEI Investments
Pennsylvania
$47M +$19.4M 4 0.24% Increased
125
ORI
Oak Ridge Investments
Illinois
$46.7M -$2.64M 1 1.21% Reduced