← 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
Raymond James & Associates
Raymond James & Associates
Florida
$41.3M -$17M 2 0.06% Reduced
152
Guggenheim Capital
Guggenheim Capital
Illinois
$39.9M -$3.83M 4 0.26% Reduced
153
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$38.8M -$17.3M 4 0.46% Reduced
154
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.4M +$8.69M 2 0.33% Increased
155
Royal London Asset Management
Royal London Asset Management
United Kingdom
$38.1M -$425K 2 0.39% Reduced
156
Westwood Holdings Group
Westwood Holdings Group
Texas
$36.9M +$292K 1 0.32% Increased
157
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$36.4M -$17.8M 3 0.07% Reduced
158
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$36.1M +$4.94M 2 1.21% Increased
159
Jennison Associates
Jennison Associates
New York
$36.1M +$1.28M 2 0.03% Increased
160
Nomura Asset Management
Nomura Asset Management
Japan
$35.6M +$8.66M 2 0.35% Increased
161
MP
Marlowe Partners
New York
$35.5M +$17.8M 1 25.47% Increased
162
SEI Investments
SEI Investments
Pennsylvania
$35.3M -$7.55M 4 0.13% Reduced
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.2M -$1.25M 2 0.17% Reduced
164
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$34.6M +$358K 2 0.48% Increased
165
Eventide Asset Management
Eventide Asset Management
Massachusetts
$34.4M $0 1 1.26% Maintained
166
RCM
Redwood Capital Management
New York
$33.9M +$2.52M 1 2.42% Increased
167
Rafferty Asset Management
Rafferty Asset Management
New York
$33.3M -$3.04M 2 0.52% Reduced
168
Eaton Vance Management
Eaton Vance Management
Massachusetts
$32.7M +$5.26M 2 0.07% Increased
169
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.5M +$5.61M 2 0.08% Increased
170
Wolverine Trading
Wolverine Trading
Illinois
$32M +$3M 3 0.07% Increased
171
Neuberger Berman Group
Neuberger Berman Group
New York
$32M -$43.9M 3 0.04% Reduced
172
CCI
Credit Capital Investments
New Jersey
$31.8M $0 1 31.95% Maintained
173
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.7M +$992K 4 0.3% Increased
174
Twin Tree Management
Twin Tree Management
Texas
$31.5M +$14.4M 2 0.21% Increased
175
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$31.3M +$7.14M 2 0.22% Increased