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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
Royce & Associates
Royce & Associates
New York
$15.4M +$2.08M 2 0.1% Increased
177
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.4M -$3.81M 4 0.19% Reduced
178
Canada Life
Canada Life
Manitoba, Canada
$15.3M +$1.19M 4 0.06% Increased
179
DI
Dalton Investments
Nevada
$15.2M $0 1 6.13% Maintained
180
APCM
Arbiter Partners Capital Management
New York
$15M +$615K 1 2.81% Increased
181
TCW Group
TCW Group
California
$15M +$10.9M 2 0.11% Increased
182
QAM
Quentec Asset Management
New York
$14.9M -$3.63M 2 1.95% Reduced
183
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.8M -$477K 3 0.1% Reduced
184
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$14.7M -$5.8M 3 0.03% Reduced
185
Virginia Retirement System
Virginia Retirement System
Virginia
$14.5M +$13.7M 2 0.21% New
186
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$14.5M -$426K 4 0.11% Reduced
187
TD Asset Management
TD Asset Management
Ontario, Canada
$14.1M +$2.18M 2 0.03% Increased
188
Edge Asset Management
Edge Asset Management
Washington
$14.1M -$3.15M 1 0.14% Reduced
189
PCM
Penn Capital Management
Pennsylvania
$13.9M -$8.02M 1 0.79% Reduced
190
ProShare Advisors
ProShare Advisors
Maryland
$13.7M -$1.19M 3 0.19% Reduced
191
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.5M +$3.96M 1 0.23% Increased
192
Harris Associates
Harris Associates
Illinois
$13.5M -$11.5M 1 0.03% Reduced
193
Needham Investment Management
Needham Investment Management
New York
$13.4M +$67.9K 2 3.49% Increased
194
SEI Investments
SEI Investments
Pennsylvania
$13.2M -$3.3M 4 0.08% Reduced
195
ICOM
Investment Counselors of Maryland
Maryland
$13.1M +$478K 1 0.76% Increased
196
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$12.7M +$1.44M 1 1.73% Increased
197
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.6M +$6.06M 1 0.1% Increased
198
Tocqueville Asset Management
Tocqueville Asset Management
New York
$12.6M +$3.34M 1 0.17% Increased
199
CI
Cowen Inc
New York
$12.5M +$10.7M 1 0.47% Increased
200
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$12.4M +$588K 2 0.05% Increased
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