← 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	Aperio Group Sausalito, California	$58.9M	+$1.95M	4	0.26%	Increased
127	Bank of Nova Scotia Toronto, Ontario, Canada	$57.1M	-$37.8M	2	0.25%	Reduced
128	PEAK6 Investments Chicago, Illinois	$56.7M	+$63.5M	2	0.25%	New
129	NM Nokota Management New York	$56.4M	-$24.2M	1	0.88%	Reduced
130	ProShare Advisors Bethesda, Maryland	$55.9M	-$7.19M	4	0.38%	Reduced
131	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$55.8M	+$4.9M	2	0.1%	Increased
132	Aviva London, United Kingdom	$53.9M	-$2.83M	2	0.3%	Reduced
133	ACI AMP Capital Investors Sydney, Australia	$52.9M	-$5.41M	2	0.29%	Reduced
134	NN Investment Partners Holdings The Hague, Netherlands	$51.5M	-$18.9M	2	0.37%	Reduced
135	TCW Group Los Angeles, California	$51.2M	-$26.1M	2	0.42%	Reduced
136	Ninety One (UK) London, United Kingdom	$51.1M	-$69M	1	0.19%	Reduced
137	Stifel Financial St. Louis, Missouri	$51.1M	-$4.05M	4	0.15%	Reduced
138	MSL Mackay Shields LLC New York	$49.1M	-$2.39M	2	0.37%	Reduced
139	OCMI Oaktop Capital Management II Chatham, New Jersey	$47.4M	+$1.54M	1	10.56%	Increased
140	Millennium Management New York	$47.4M	+$11.1M	4	0.06%	Increased
141	ELI Empire Life Investments Toronto, Ontario, Canada	$46.5M	-$3.45M	2	3.55%	Reduced
142	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$46M	-$23.8M	2	0.23%	Reduced
143	DZ Bank Frankfurt Am Main, Germany	$45.8M	-$4.24M	2	0.16%	Reduced
144	AIG American International Group New York	$45.7M	+$13.4M	4	0.15%	Increased
145	Thrivent Financial for Lutherans Minneapolis, Minnesota	$45M	+$9.04M	4	0.14%	Increased
146	HSC Harbor Spring Capital New York	$44.5M	+$11.8M	1	4.85%	Increased
147	Fifth Third Bancorp Cincinnati, Ohio	$44.2M	-$29.6M	2	0.28%	Reduced
148	Hosking Partners London, United Kingdom	$44M	-$1.36M	2	0.97%	Reduced
149	Polar Capital London, United Kingdom	$42.4M	-$1.54M	1	0.36%	Reduced
150	Treasurer of the State of North Carolina Raleigh, North Carolina	$41.6M	+$16.1M	2	0.26%	Increased