← 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
SCM
Sanoor Capital Management
Connecticut
$53.6M -$3.12M 2 22.98% Reduced
152
OCMI
Oaktop Capital Management II
New Jersey
$52.5M +$770K 1 11.5% Increased
153
RC
RGM Capital
Florida
$52.4M -$27.4M 1 4.72% Reduced
154
Hosking Partners
Hosking Partners
United Kingdom
$52.3M +$2.09M 2 1.15% Increased
155
Polar Capital
Polar Capital
United Kingdom
$50.8M +$3.64M 1 0.31% Increased
156
Guggenheim Capital
Guggenheim Capital
Illinois
$49.5M -$173M 4 0.33% Reduced
157
SEI Investments
SEI Investments
Pennsylvania
$48.4M -$7.32M 4 0.16% Reduced
158
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$48.3M -$11.8M 2 0.59% Reduced
159
GC
GMT Capital
Georgia
$47.6M -$4.2M 1 1.13% Reduced
160
Simplex Trading
Simplex Trading
Illinois
$46.4M +$35.1M 5 0.18% Increased
161
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$44.9M +$4.12M 2 1.1% Increased
162
Royal London Asset Management
Royal London Asset Management
United Kingdom
$44.4M +$47M 2 0.45% New
163
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$43.9M +$4.48M 4 0.39% Increased
164
FQ
First Quadrant
California
$43.6M +$13.5M 2 0.82% Increased
165
Millennium Management
Millennium Management
New York
$42.6M -$270M 4 0.06% Reduced
166
CCI
Columbus Circle Investors
$42.2M -$20.1M 2 0.87% Reduced
167
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42.2M +$12.3M 4 0.14% Increased
168
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$41.9M -$560K 2 0.21% Reduced
169
Westwood Holdings Group
Westwood Holdings Group
Texas
$41.7M -$2.98M 1 0.35% Reduced
170
Rafferty Asset Management
Rafferty Asset Management
New York
$41.4M -$6.78M 2 0.62% Reduced
171
Walleye Trading
Walleye Trading
New York
$41.3M +$13.9M 3 0.22% Increased
172
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$39.9M -$21.2M 2 0.35% Reduced
173
Jennison Associates
Jennison Associates
New York
$39.8M +$3.76M 2 0.04% Increased
174
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$39.6M -$7.7M 2 0.58% Reduced
175
HSC
Harbor Spring Capital
New York
$39.3M +$40.6M 1 3.39% New
5 6
7
8 9