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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
LSV Asset Management
LSV Asset Management
Illinois
$98.1M +$8.06M 2 0.21% Increased
127
Ninety One (UK)
Ninety One (UK)
United Kingdom
$95.4M -$1.13M 1 0.28% Reduced
128
Fred Alger Management
Fred Alger Management
New York
$92.5M -$154M 1 0.43% Reduced
129
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$91.2M -$35.2M 1 0.54% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$90.1M +$62K 2 0.56% Increased
131
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$88.8M -$22.9M 2 0.17% Reduced
132
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$86.6M +$10.8M 4 0.37% Increased
133
Pinnacle Associates
Pinnacle Associates
New York
$85.2M -$1.64M 3 1.86% Reduced
134
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$85.1M +$32.7M 2 0.74% Increased
135
1832 Asset Management
1832 Asset Management
Ontario, Canada
$85.1M -$6.86M 2 0.15% Reduced
136
Silvercrest Asset Management
Silvercrest Asset Management
New York
$84.6M -$2.13M 2 0.64% Reduced
137
TD Asset Management
TD Asset Management
Ontario, Canada
$84.2M -$21.2M 2 0.1% Reduced
138
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$82.9M +$7.81M 5 0.54% Increased
139
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$82.5M +$27.6M 2 1.87% Increased
140
US Bancorp
US Bancorp
Minnesota
$80.2M -$5.86M 4 0.16% Reduced
141
William Blair Investment Management
William Blair Investment Management
Illinois
$79.1M +$9.27M 1 0.29% Increased
142
Epoch Investment Partners
Epoch Investment Partners
New York
$77.7M +$340K 3 0.46% Increased
143
Rockefeller Capital Management
Rockefeller Capital Management
New York
$77.1M +$4.98M 4 0.41% Increased
144
Bridgewater Associates
Bridgewater Associates
Connecticut
$76.9M +$37.2M 2 0.33% Increased
145
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$76.8M +$1.25M 2 0.34% Increased
146
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.7M -$1.48M 5 0.29% Reduced
147
MAMU
Marathon Asset Management (UK)
United Kingdom
$74.4M -$311K 1 1.24% Reduced
148
Man Group
Man Group
United Kingdom
$74.2M -$210M 0 – Closed
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$74M -$61.7K 2 0.31% Reduced
150
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$72.9M +$2.91M 5 0.43% Increased