← 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	Stifel Financial St. Louis, Missouri	$32.5M	-$2.89M	2	0.15%	Reduced
152	DFO Duquesne Family Office New York	$32.5M	+$29.5M	2	2.87%	New
153	Eagle Asset Management St Petersburg, Florida	$32.2M	+$5.82M	2	0.22%	Increased
154	CC Crosslink Capital Menlo Park, California	$32M	-$2.11M	2	5.77%	Reduced
155	VOYA Investment Management Atlanta, Georgia	$31.7M	-$156M	4	0.06%	Reduced
156	Hosking Partners London, United Kingdom	$31.6M	+$1.18M	1	1.06%	Increased
157	Axa Paris, France	$30.9M	+$16.9M	2	0.14%	Increased
158	Canada Life Winnipeg, Manitoba, Canada	$29.9M	+$569K	4	0.09%	Increased
159	1832 Asset Management Toronto, Ontario, Canada	$29.8M	-$15M	1	0.11%	Reduced
160	Foresters Investment Management New York	$29.4M	+$36.4K	1	0.55%	Increased
161	Federated Hermes Pittsburgh, Pennsylvania	$29.1M	+$5.08M	3	0.08%	Increased
162	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$28.6M	+$2.21M	2	0.23%	Increased
163	MCM McKinley Capital Management Anchorage, Alaska	$28.5M	+$9.27M	1	1.03%	Increased
164	Credit Agricole Montrouge Cedex, France	$28.5M	+$261K	2	0.09%	Increased
165	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28M	-$3.17M	3	0.35%	Reduced
166	OCMI Oaktop Capital Management II Chatham, New Jersey	$27.9M	$0	1	6.52%	Maintained
167	Employees Retirement System of Texas Austin, Texas	$27.9M	-$12.2M	3	0.38%	Reduced
168	Edge Asset Management Seattle, Washington	$27.3M	-$273	1	0.23%	Reduced
169	Aviva London, United Kingdom	$27.3M	+$379K	2	0.17%	Increased
170	DCM Dupont Capital Management Wilmington, Delaware	$26.6M	-$2.17M	1	0.6%	Reduced
171	Victory Capital Management San Antonio, Texas	$26.4M	+$21.9M	4	0.07%	Increased
172	STRS Ohio Columbus, Ohio	$26.3M	-$443K	2	0.12%	Reduced
173	Aberdeen Asset Management Aberdeen, United Kingdom	$26.3M	+$1.56M	2	0.09%	Increased
174	ACI AMP Capital Investors Sydney, Australia	$25.8M	-$2.84M	3	0.16%	Reduced
175	DI Dalton Investments Las Vegas, Nevada	$25.3M	$0	1	10.22%	Maintained