← 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
126	Managed Account Advisors Jersey City, New Jersey	$71.6M	+$1.71M	4	0.07%	Increased
127	CCP Clough Capital Partners Boston, Massachusetts	$70.8M	+$22.6M	2	2.54%	Increased
128	Prudential Financial Newark, New Jersey	$69.9M	-$2.04M	3	0.13%	Reduced
129	Renaissance Technologies New York	$69.8M	+$24.1M	5	0.17%	Increased
130	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$69.3M	+$2.01M	4	0.1%	Increased
131	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$68.5M	+$53.2M	1	0.99%	Increased
132	TCW Group Los Angeles, California	$68.5M	-$70.4M	2	0.29%	Reduced
133	RC RGM Capital Naples, Florida	$66.9M	-$2.18M	1	10.19%	Reduced
134	MTB Mizuho Trust & Banking Tokyo, Japan	$66.5M	+$2M	2	0.23%	Increased
135	CGM Capital Growth Management Boston, Massachusetts	$65.3M	-$41.1M	1	1.8%	Reduced
136	Highbridge Capital Management New York	$65M	+$32.2M	4	0.83%	Increased
137	Thornburg Investment Management Santa Fe, New Mexico	$65M	+$13.7M	1	0.32%	Increased
138	NAM NorthCoast Asset Management Greenwich, Connecticut	$64.6M	+$608K	1	3.17%	Increased
139	Hermes Investment Management London Uk, United Kingdom	$60.3M	-$1.47M	2	1.55%	Reduced
140	SCM SAB Capital Management New York	$59.9M	-$185M	1	4.05%	Reduced
141	Chevy Chase Trust Bethesda, Maryland	$56.9M	-$107K	2	0.36%	Reduced
142	Citigroup New York	$55.2M	-$8.39M	5	0.05%	Reduced
143	MDSL M.D. Sass LLC New York	$54.3M	+$6.35M	1	3.35%	Increased
144	Acadian Asset Management Boston, Massachusetts	$54M	-$27M	2	0.24%	Reduced
145	First Eagle Investment Management New York	$53.2M	+$2.17M	1	0.13%	Increased
146	DI Dalton Investments Las Vegas, Nevada	$52.8M	-$11.6M	1	13.27%	Reduced
147	OppenheimerFunds New York	$52.8M	+$14.6M	2	0.06%	Increased
148	ACI AMP Capital Investors Sydney, Australia	$52.2M	+$12.4M	2	0.32%	Increased
149	SG Americas Securities New York	$51.9M	-$16.8M	3	0.26%	Reduced
150	Point72 Asset Management Stamford, Connecticut	$51.2M	-$148M	2	0.36%	Reduced