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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
126
Westfield Capital Management
Westfield Capital Management
Massachusetts
$65M +$31.7M 2 0.55% Increased
127
Nomura Asset Management
Nomura Asset Management
Japan
$65M -$3.93M 2 0.87% Reduced
128
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$64.4M +$3.44M 2 0.44% Increased
129
QAM
Quentec Asset Management
New York
$60.5M +$13.7M 1 4.64% Increased
130
SEI Investments
SEI Investments
Pennsylvania
$58.6M -$2.9M 4 0.23% Reduced
131
HSBC Holdings
HSBC Holdings
United Kingdom
$57.9M +$7.98M 2 0.11% Increased
132
Simplex Trading
Simplex Trading
Illinois
$57.9M +$29.1M 4 2.51% Increased
133
Marshall Wace North America
Marshall Wace North America
New York
$57.5M +$51.4M 2 0.42% Increased
134
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$56.8M +$23.8M 1 3.97% Increased
135
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55M +$7.99M 2 0.1% Increased
136
National Pension Service
National Pension Service
South Korea
$54.7M +$6.25M 2 0.33% Increased
137
Citigroup
Citigroup
New York
$54.4M +$4.75M 4 0.05% Increased
138
GC
GMT Capital
Georgia
$54.2M -$21.1M 1 1.16% Reduced
139
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$53.9M -$1.54M 2 0.67% Reduced
140
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$53.7M -$358K 2 0.17% Reduced
141
SFM
Systematic Financial Management
New Jersey
$52.2M -$14.3M 3 0.97% Reduced
142
Wedge Capital Management
Wedge Capital Management
North Carolina
$51.5M -$18.4M 1 0.49% Reduced
143
Group One Trading
Group One Trading
Illinois
$50.4M +$10.8M 3 0.52% Increased
144
Natixis
Natixis
France
$49.9M -$11.5M 1 0.57% Reduced
145
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$49.1M +$50.9M 1 2.79% New
146
Fidelity International
Fidelity International
Bermuda
$49M -$138M 1 0.14% Reduced
147
BA
Boston Advisors
Massachusetts
$48.6M -$1.22M 2 1.12% Reduced
148
Artemis Investment Management
Artemis Investment Management
United Kingdom
$46.7M -$6.29M 2 1.14% Reduced
149
KBC Group
KBC Group
Belgium
$46.7M +$21M 3 0.45% Increased
150
Hosking Partners
Hosking Partners
United Kingdom
$46.5M -$9.95M 1 1.23% Reduced
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