← 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	Point72 Asset Management Stamford, Connecticut	$60.9M	-$55.2M	2	0.27%	Reduced
152	GAMA Graticule Asia Macro Advisors New York	$59.9M	+$51.9M	2	2.75%	New
153	Calamos Advisors Naperville, Illinois	$58.2M	-$1.88M	2	0.45%	Reduced
154	Citigroup New York	$58.2M	-$11.1M	4	0.05%	Reduced
155	CMG Cavalry Management Group San Francisco, California	$57.5M	+$28.3M	1	14.51%	Increased
156	Wedge Capital Management Charlotte, North Carolina	$56.9M	-$9.22M	1	0.53%	Reduced
157	KCM Kingdon Capital Management New York	$56.6M	+$20.7M	1	3.69%	Increased
158	SM Seminole Management New York	$56.6M	+$5.76M	1	12.14%	Increased
159	KBC Group Brussels, Belgium	$55.2M	-$5.5M	3	0.5%	Reduced
160	AMF Tjänstepension Stockholm, Sweden	$54.9M	+$3.93M	1	0.6%	Increased
161	OCMI Oaktop Capital Management II Chatham, New Jersey	$54.5M	$0	1	9.11%	Maintained
162	British Columbia Investment Management Victoria, British Columbia, Canada	$54.1M	-$890K	2	0.42%	Reduced
163	Stifel Financial St. Louis, Missouri	$53.4M	+$30.2K	2	0.19%	Increased
164	QIM Quantitative Investment Management Charlottesville, Virginia	$53.4M	+$42.9M	1	0.61%	New
165	PEAK6 Group Chicago, Illinois	$53.1M	+$21M	4	0.27%	Increased
166	Robeco Institutional Asset Management Rotterdam, Netherlands	$52.5M	+$4.43M	2	0.33%	Increased
167	Westwood Holdings Group Dallas, Texas	$51.9M	-$1.43M	1	0.41%	Reduced
168	Simplex Trading Chicago, Illinois	$51M	-$20.5M	2	2.08%	Reduced
169	Eagle Asset Management St Petersburg, Florida	$50.7M	-$5.31M	2	0.29%	Reduced
170	Employees Retirement System of Texas Austin, Texas	$50.1M	-$1.09M	3	0.66%	Reduced
171	Assenagon Asset Management Senningerberg, Luxembourg	$49.7M	+$40M	1	0.46%	New
172	NN Investment Partners Holdings The Hague, Netherlands	$49.6M	+$10.2M	2	0.32%	Increased
173	CAM ClariVest Asset Management San Diego, California	$49.1M	-$1.74M	2	1.14%	Reduced
174	ELI Empire Life Investments Toronto, Ontario, Canada	$47.1M	+$663K	2	3.81%	Increased
175	AEGON Asset Management (UK) Edinburgh, United Kingdom	$47.1M	+$414K	1	1.29%	Increased