← 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
176	ProShare Advisors Bethesda, Maryland	$34.7M	+$8.09M	4	0.4%	Increased
177	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$33.4M	-$2.57M	3	0.09%	Reduced
178	Balyasny Asset Management Chicago, Illinois	$32.9M	+$7.84M	1	0.3%	Increased
179	Employees Retirement System of Texas Austin, Texas	$32.9M	+$424K	2	0.42%	Increased
180	Aberdeen Asset Management Aberdeen, United Kingdom	$32.7M	-$3.49M	2	0.08%	Reduced
181	RCM Redwood Capital Management New York	$31.5M	$0	1	3.31%	Maintained
182	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$31.4M	-$256K	1	1.14%	Reduced
183	RG Renaissance Group Covington, Kentucky	$31.4M	-$6.14M	1	1.22%	Reduced
184	VanEck Associates New York	$31.2M	-$4.11M	2	0.19%	Reduced
185	ACM Azentus Capital Management Hong Kong	$30.9M	+$19M	1	17.38%	Increased
186	MLICM Metropolitan Life Insurance Company (MetLife) New York	$30.6M	-$300K	4	0.21%	Reduced
187	RIM Rainier Investment Management Seattle, Washington	$30.6M	+$2.45M	1	0.55%	Increased
188	HBK Investments Dallas, Texas	$30.4M	+$23.5M	4	0.37%	Increased
189	BWCA Brenner West Capital Advisors New York	$30.2M	-$4.23M	1	3.62%	Reduced
190	QAM Quentec Asset Management New York	$29.9M	-$4.67M	1	5.45%	Reduced
191	Retirement Systems of Alabama Montgomery, Alabama	$29.9M	-$18.2K	2	0.16%	Reduced
192	Rothschild & Co Asset Management US Stamford, Connecticut	$29.9M	+$28.1M	1	0.6%	New
193	Comerica Bank Dallas, Texas	$29.7M	+$14M	2	0.13%	Increased
194	AA Antipodean Advisors New York	$29.1M	-$38.7M	1	2.61%	Reduced
195	Royce & Associates New York	$29M	-$6.13M	2	0.1%	Reduced
196	VOYA Investment Management Atlanta, Georgia	$28.7M	-$14M	4	0.06%	Reduced
197	Stifel Financial St. Louis, Missouri	$28.4M	+$3.42M	3	0.16%	Increased
198	Pictet Asset Management (UK) London, United Kingdom	$28.4M	+$988K	2	0.13%	Increased
199	WCM Waterstone Capital Management St. Louis Park, Minnesota	$27.8M	-$2.49M	1	13.39%	Reduced
200	SCM SkyTop Capital Management Rutherford, New Jersey	$27.4M	-$3.31M	1	15.23%	Reduced