← 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
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$36.9M -$33.3M 1 1.79% Reduced
127
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$36.3M +$6.71M 2 0.14% Increased
128
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$35.7M +$51.2K 4 0.13% Increased
129
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34M +$5.15M 3 0.09% Increased
130
Korea Investment Corp
Korea Investment Corp
South Korea
$34M +$3.71M 2 0.24% Increased
131
Dorsal Capital Management
Dorsal Capital Management
California
$33.8M -$20.7M 1 2.94% Reduced
132
Citigroup
Citigroup
New York
$33.5M +$1.45M 5 0.03% Increased
133
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.1M +$6.88M 1 0.42% Increased
134
CCP
Clough Capital Partners
Massachusetts
$32.2M +$13.1M 1 1.51% Increased
135
RG
Renaissance Group
Kentucky
$31.6M -$5.64K 1 1.24% Reduced
136
NFA
Nationwide Fund Advisors
Ohio
$31.6M -$1.36M 4 0.14% Reduced
137
Stifel Financial
Stifel Financial
Missouri
$31.2M -$1.41M 2 0.16% Reduced
138
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.9M +$812K 4 0.03% Increased
139
CAM
ClariVest Asset Management
California
$30.7M -$278K 2 0.87% Reduced
140
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$30.5M +$1.28M 1 0.41% Increased
141
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$29.2M -$1.53M 3 0.22% Reduced
142
Cambiar Investors
Cambiar Investors
Colorado
$28M +$1.87M 1 0.4% Increased
143
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$27.4M +$4.08M 2 0.49% Increased
144
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$27M +$6.54M 3 0.1% Increased
145
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$26.9M +$12.6M 1 0.92% Increased
146
STRS Ohio
STRS Ohio
Ohio
$25.8M +$5.02M 2 0.12% Increased
147
Harris Associates
Harris Associates
Illinois
$25.5M -$379K 1 0.04% Reduced
148
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$24.7M -$10.5M 3 0.05% Reduced
149
Nuveen
Nuveen
North Carolina
$24.7M -$3.81M 2 0.13% Reduced
150
VAM
Visium Asset Management
New York
$24.2M +$19M 2 0.36% Increased