← 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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$125M -$3.58M 1 1.2% Reduced
102
Artemis Investment Management
Artemis Investment Management
United Kingdom
$123M -$60.7M 2 1.56% Reduced
103
Pinnacle Associates
Pinnacle Associates
New York
$123M -$17.1M 3 2.69% Reduced
104
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$118M -$22.1M 4 0.21% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M +$10.1M 4 0.12% Increased
106
HSBC Holdings
HSBC Holdings
United Kingdom
$114M -$9.73M 4 0.2% Reduced
107
Canada Life
Canada Life
Manitoba, Canada
$114M +$1.64M 4 0.25% Increased
108
American Century Companies
American Century Companies
Missouri
$113M +$36.2M 2 0.11% Increased
109
Los Angeles Capital Management
Los Angeles Capital Management
California
$110M +$81.7M 2 0.55% Increased
110
Donald Smith & Co
Donald Smith & Co
New York
$107M -$14.6M 1 3.92% Reduced
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$106M -$5.98M 2 0.25% Reduced
112
RC
RGM Capital
Florida
$104M -$22.7M 1 5.97% Reduced
113
DS
Dalal Street
Texas
$98.3M +$1.63M 1 36.25% Increased
114
ProShare Advisors
ProShare Advisors
Maryland
$94.3M +$10.8M 4 0.44% Increased
115
CIBC World Markets
CIBC World Markets
New York
$93.9M +$59.9M 2 0.61% Increased
116
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$93.3M -$29.2M 2 0.31% Reduced
117
OCMI
Oaktop Capital Management II
New Jersey
$92.5M $0 1 24.28% Maintained
118
AL
AJO LP
Pennsylvania
$91.7M +$1.1M 2 0.54% Increased
119
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$91.7M +$7.03M 2 0.22% Increased
120
AustralianSuper
AustralianSuper
Australia
$91.5M -$41M 2 0.77% Reduced
121
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$91.2M -$1M 2 0.64% Reduced
122
Calamos Advisors
Calamos Advisors
Illinois
$90.6M +$13.2M 2 0.45% Increased
123
USS Investment Management
USS Investment Management
United Kingdom
$90.3M -$33.8M 2 0.88% Reduced
124
Chevy Chase Trust
Chevy Chase Trust
Maryland
$89.7M -$344K 2 0.34% Reduced
125
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$88.6M +$3.32M 4 1.24% Increased