← 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
151	USAA United Services Automobile Association San Antonio, Texas	$28.9M	+$3.41M	2	0.11%	Increased
152	GH GAM Holding Zurich, Switzerland	$28.7M	-$10.4M	2	0.46%	Reduced
153	BWCA Brenner West Capital Advisors New York	$28.5M	+$14.4M	1	3.79%	Increased
154	SM Scoggin Management New York	$28.2M	+$8.57M	1	2.67%	Increased
155	British Columbia Investment Management Victoria, British Columbia, Canada	$28.1M	-$551K	2	0.24%	Reduced
156	PIA Piedmont Investment Advisors Durham, North Carolina	$28.1M	+$977K	1	1.54%	Increased
157	OppenheimerFunds New York	$26.8M	+$387M	1	0.03%	New
158	Citigroup New York	$26.6M	-$48.2M	5	0.03%	Reduced
159	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$26.3M	+$7.41M	2	0.32%	Increased
160	Credit Agricole Montrouge Cedex, France	$25.7M	-$294K	2	0.1%	Reduced
161	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.6M	-$3.03M	3	0.08%	Reduced
162	PRCM Pine River Capital Management Minnetonka, Minnesota	$25.3M	+$25.4M	1	0.38%	New
163	Ignis Investment Services Edinburgh, United Kingdom	$25M	-$1.27M	1	0.87%	Reduced
164	CCM Criterion Capital Management San Francisco, California	$25M	+$17.9M	1	0.83%	Increased
165	Parnassus Investments San Francisco, California	$24.8M	+$13.3M	1	0.24%	Increased
166	LOAMU Lombard Odier Asset Management (USA) New York	$24.7M	+$4.59M	1	0.96%	Increased
167	Luther King Capital Management (LKCM) Fort Worth, Texas	$24.7M	-$619K	1	0.2%	Reduced
168	DP DW Partners New York	$24.4M	+$3.56M	1	3.08%	Increased
169	VanEck Associates New York	$24M	+$949K	2	0.12%	Increased
170	Commerzbank Aktiengesellschaft Frankfurt, Germany	$24M	+$8.26M	3	0.1%	Increased
171	O'Shaughnessy Asset Management Stamford, Connecticut	$23.4M	+$1.14M	1	0.46%	Increased
172	CAM ClariVest Asset Management San Diego, California	$23.3M	+$324K	1	0.95%	Increased
173	BCM Barometer Capital Management Toronto, Ontario, Canada	$22.5M	-$6.24M	1	4.88%	Reduced
174	Employees Retirement System of Texas Austin, Texas	$22.4M	-$1.03M	2	0.29%	Reduced
175	Voloridge Investment Management Jupiter, Florida	$22.3M	+$20M	1	3.18%	Increased