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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$83.7M -$10.1M 4 0.35% Reduced
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.6M +$9.43M 4 0.1% Increased
103
CIBC World Market
CIBC World Market
Ontario, Canada
$78.9M +$61.9M 2 0.25% Increased
104
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$78.4M -$15.7M 2 0.19% Reduced
105
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78M -$4.34M 2 0.38% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74M -$409K 4 0.21% Reduced
107
Federated Hermes
Federated Hermes
Pennsylvania
$72.2M +$2.63M 3 0.21% Increased
108
Soros Fund Management
Soros Fund Management
New York
$72M +$65.9M 1 1.45% New
109
Barclays
Barclays
United Kingdom
$69.5M -$12M 5 0.08% Reduced
110
RC
RGM Capital
Florida
$68.9M -$16.6M 1 7.21% Reduced
111
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$68.5M -$9.8M 1 0.83% Reduced
112
NFA
Nationwide Fund Advisors
Ohio
$68M -$9.78M 4 0.27% Reduced
113
IIM
Ivory Investment Management
New York
$67.5M +$3M 1 2.39% Increased
114
Renaissance Technologies
Renaissance Technologies
New York
$67M -$34.9M 4 0.09% Reduced
115
Nomura Asset Management
Nomura Asset Management
Japan
$66.6M +$29.8M 2 0.94% Increased
116
VanEck Associates
VanEck Associates
New York
$66.2M +$19.5M 2 0.29% Increased
117
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$65.6M +$6.03M 2 0.17% Increased
118
GC
GMT Capital
Georgia
$65.4M -$15.3M 1 1.38% Reduced
119
SFM
Systematic Financial Management
New Jersey
$63.3M -$12.1M 3 1.12% Reduced
120
Wedge Capital Management
Wedge Capital Management
North Carolina
$62.8M +$10.9M 1 0.6% Increased
121
Natixis
Natixis
France
$59.6M +$48.3M 2 0.74% Increased
122
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.1M +$13.7M 2 0.43% Increased
123
SEI Investments
SEI Investments
Pennsylvania
$58.9M -$9.86M 4 0.26% Reduced
124
Russell Investments Group
Russell Investments Group
United Kingdom
$58.7M +$2.74M 4 0.11% Increased
125
STRS Ohio
STRS Ohio
Ohio
$58.5M +$20M 2 0.25% Increased
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