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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
ProShare Advisors
ProShare Advisors
Maryland
$58.7M +$17.3M 4 0.41% Increased
152
Aviva
Aviva
United Kingdom
$58M -$6.28M 2 0.33% Reduced
153
PEAK6 Group
PEAK6 Group
Illinois
$57.4M +$2.96M 3 0.27% Increased
154
Eagle Asset Management
Eagle Asset Management
Florida
$55.7M +$3.83M 2 0.31% Increased
155
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$55.3M +$143K 2 0.39% Increased
156
OCMI
Oaktop Capital Management II
New Jersey
$54.6M +$393K 1 10.97% Increased
157
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$54.4M +$1.08M 2 0.28% Increased
158
ELI
Empire Life Investments
Ontario, Canada
$52.4M +$4.47M 2 4.04% Increased
159
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.7M +$44.5M 3 0.34% Increased
160
BA
Boston Advisors
Massachusetts
$51.6M -$14.5M 3 1.11% Reduced
161
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$51.4M +$40.9M 5 0.07% Increased
162
Calamos Advisors
Calamos Advisors
Illinois
$51.2M -$7.55M 2 0.26% Reduced
163
Westwood Holdings Group
Westwood Holdings Group
Texas
$51.1M -$641K 1 0.38% Reduced
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.7M +$7.18M 4 0.25% Increased
165
Simplex Trading
Simplex Trading
Illinois
$50.5M -$2.89M 4 2.18% Reduced
166
Soros Fund Management
Soros Fund Management
New York
$49.6M +$31.1M 1 1.14% Increased
167
Stifel Financial
Stifel Financial
Missouri
$49.5M -$5.57M 3 0.16% Reduced
168
TCW Group
TCW Group
California
$49.2M +$14.8M 2 0.4% Increased
169
Hosking Partners
Hosking Partners
United Kingdom
$49M -$16M 1 1.12% Reduced
170
Aperio Group
Aperio Group
California
$48.9M +$12M 3 0.25% Increased
171
Fidelity International
Fidelity International
Bermuda
$48.2M +$2.06M 1 0.13% Increased
172
Jennison Associates
Jennison Associates
New York
$48.2M +$48.6M 2 0.05% Increased
173
AMF Tjänstepension
AMF Tjänstepension
Sweden
$47.7M -$7.34M 1 0.47% Reduced
174
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$47.1M +$1.72M 2 0.37% Increased
175
SC
Selz Capital
New York
$46.8M +$49.4M 2 6.92% New