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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
Neuberger Berman Group
Neuberger Berman Group
New York
$82.4M -$8.77M 4 0.11% Reduced
102
Chevy Chase Trust
Chevy Chase Trust
Maryland
$82.4M +$610K 2 0.39% Increased
103
WM
WS Management
Florida
$79.2M +$33M 1 2.94% Increased
104
GC
Greenlight Capital
New York
$79.1M +$30.7M 1 1.28% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79.1M +$866K 4 0.22% Increased
106
CCMH
Cornerstone Capital Management Holdings
New York
$77.1M -$16.1M 3 0.61% Reduced
107
Credit Agricole
Credit Agricole
France
$76.6M -$32.1M 3 0.25% Reduced
108
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$76.4M -$131M 1 0.23% Reduced
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$75.1M -$52.7M 2 0.39% Reduced
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.8M -$11.4M 4 0.09% Reduced
111
RC
RGM Capital
Florida
$73.8M -$2.2M 1 7.5% Reduced
112
Walleye Trading
Walleye Trading
New York
$73.8M +$35.5M 2 0.45% Increased
113
Victory Capital Management
Victory Capital Management
Texas
$73.5M -$19.5M 3 0.17% Reduced
114
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$73.5M -$7.63M 2 0.18% Reduced
115
USS Investment Management
USS Investment Management
United Kingdom
$73.2M -$67.7M 1 0.68% Reduced
116
Panagora Asset Management
Panagora Asset Management
Massachusetts
$73.1M -$17.5M 4 0.29% Reduced
117
STRS Ohio
STRS Ohio
Ohio
$72.5M +$11.8M 2 0.32% Increased
118
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$70.3M +$2.47M 3 0.16% Increased
119
NFA
Nationwide Fund Advisors
Ohio
$70.2M -$2.54M 4 0.28% Reduced
120
APG Asset Management
APG Asset Management
Netherlands
$70M +$12.3M 2 0.13% Increased
121
DnB Asset Management
DnB Asset Management
Norway
$69.1M +$25.4M 2 1.01% Increased
122
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$65.9M +$4.53M 2 0.22% Increased
123
SIM
Stelliam Investment Management
New York
$65.8M +$8.71M 1 2.13% Increased
124
OppenheimerFunds
OppenheimerFunds
New York
$65.3M -$49.1M 3 0.08% Reduced
125
Canada Life
Canada Life
Manitoba, Canada
$65.2M +$12.1M 4 0.17% Increased
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