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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
176
PGGM Investments
PGGM Investments
Netherlands
$17.7M +$135K 2 0.1% Increased
177
HighTower Advisors
HighTower Advisors
Illinois
$17.7M +$3.67M 3 0.23% Increased
178
RIM
Rainier Investment Management
Washington
$17.2M -$1.26M 1 0.63% Reduced
179
National Pension Service
National Pension Service
South Korea
$17M +$4.73M 2 0.22% Increased
180
TD Asset Management
TD Asset Management
Ontario, Canada
$16.8M -$5.3M 2 0.03% Reduced
181
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$16.7M +$19.1M 1 0.63% New
182
NM
Nokota Management
New York
$16.6M +$11.2M 1 0.72% Increased
183
AL
AJO LP
Pennsylvania
$16.1M -$1.46M 2 0.07% Reduced
184
Reinhart Partners
Reinhart Partners
Wisconsin
$16.1M +$16.7M 1 1.62% Increased
185
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$16M +$2.18M 2 0.48% Increased
186
Raymond James & Associates
Raymond James & Associates
Florida
$15.9M +$3.1M 3 0.06% Increased
187
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.9M -$314K 4 0.11% Reduced
188
CEP
Chicago Equity Partners
Illinois
$15.8M -$1.51M 1 0.44% Reduced
189
ProShare Advisors
ProShare Advisors
Maryland
$15.5M +$1.76M 3 0.22% Increased
190
Credit Agricole
Credit Agricole
France
$15.3M +$6.45M 2 0.08% Increased
191
Canada Life
Canada Life
Manitoba, Canada
$15.3M -$7.62M 4 0.06% Reduced
192
Needham Investment Management
Needham Investment Management
New York
$15.3M +$122K 1 3.82% Increased
193
CCP
Clough Capital Partners
Massachusetts
$15.1M -$43.8M 1 0.65% Reduced
194
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$15.1M +$13.9M 2 0.13% Increased
195
Baupost Group
Baupost Group
Massachusetts
$15M -$322M 1 0.25% Reduced
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14.9M -$301K 2 0.09% Reduced
197
WM
WS Management
Florida
$14.9M $0 1 0.59% Maintained
198
BIM
BRC Investment Management
Colorado
$14.8M -$1.34M 1 2.28% Reduced
199
Nomura Asset Management
Nomura Asset Management
Japan
$14.7M +$1.41M 2 0.29% Increased
200
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$14.6M +$1.16M 2 0.19% Increased