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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
151
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$1.18B +$17.6M 2 2.98% Increased
152
AC
Anther Capital
$1.13B -$1.42B 3 29.03% Reduced
153
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.13B +$298M 3 3.9% Increased
154
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.13B +$42.9M 5 3.21% Increased
155
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.12B +$471M 3 4.86% Increased
156
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.11B +$36.3M 4 3.39% Increased
157
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.09B -$25.7M 3 2.68% Reduced
158
US Bancorp
US Bancorp
Minnesota
$1.08B -$64.1M 7 1.18% Reduced
159
Marex Group
Marex Group
$1.07B -$164M 7 4.54% Reduced
160
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.07B +$375M 6 1.78% Increased
161
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.06B -$12.4M 3 2.74% Reduced
162
Canada Life
Canada Life
Manitoba, Canada
$1.05B +$26.7M 3 1.68% Increased
163
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$1.05B +$18.8M 6 2.61% Increased
164
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.04B +$38.6M 5 2.28% Increased
165
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.04B +$46.8M 5 3.6% Increased
166
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$1.03B +$29.6M 6 2.26% Increased
167
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1.01B -$675M 1 5.82% Reduced
168
Guggenheim Capital
Guggenheim Capital
Illinois
$1.01B +$78.2M 6 6.36% Increased
169
Credit Agricole
Credit Agricole
France
$1B -$291M 5 2.03% Reduced
170
Creative Planning
Creative Planning
Kansas
$1,000M +$81.1M 7 0.58% Increased
171
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$982M -$56.1M 4 2.64% Reduced
172
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$968M +$67.7M 6 1.63% Increased
173
EQF
Evergreen Quality Fund
Cayman Islands
$963M -$204M 3 15.52% Reduced
174
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$960M -$127M 6 6.14% Reduced
175
Man Group
Man Group
United Kingdom
$950M -$316M 6 1.52% Reduced