← 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
201	Pictet Asset Management (UK) London, United Kingdom	$14.5M	+$25.1K	2	0.06%	Increased
202	AIG American International Group New York	$14.3M	+$1.32M	4	0.06%	Increased
203	VOYA Investment Management Atlanta, Georgia	$14.3M	-$3.14M	4	0.04%	Reduced
204	Scout Investments Kansas City, Missouri	$14.2M	+$6.54M	1	0.33%	Increased
205	Aviva London, United Kingdom	$14M	-$289K	2	0.12%	Reduced
206	QS Investors New York	$14M	+$635K	3	0.15%	Increased
207	Edge Asset Management Seattle, Washington	$14M	-$469K	1	0.14%	Reduced
208	CAM Contour Asset Management New York	$13.8M	+$15.8M	1	0.8%	New
209	Fifth Third Bancorp Cincinnati, Ohio	$13.7M	+$15M	2	0.13%	Increased
210	CCMH Cornerstone Capital Management Holdings New York	$13.7M	-$3.1M	4	0.13%	Reduced
211	I.G. Investment Management Winnipeg, Manitoba, Canada	$13.5M	+$9.09M	2	0.06%	Increased
212	RCM Redwood Capital Management New York	$13.5M	$0	1	1.97%	Maintained
213	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$13.4M	-$12.8M	2	0.06%	Reduced
214	Artemis Investment Management Edinburgh, United Kingdom	$13.2M	+$11.9M	2	0.39%	Increased
215	PIM Platinum Investment Management Sydney Australia 2000, Australia	$13.2M	+$72.2K	1	0.36%	Increased
216	Clal Insurance Tel-Aviv, Israel	$13.1M	+$3.36M	1	0.34%	Increased
217	ACI AMP Capital Investors Sydney, Australia	$13.1M	-$4.01M	2	0.1%	Reduced
218	Discovery Capital Management South Norwalk, Connecticut	$13M	+$14.9M	1	0.14%	New
219	Royal London Asset Management United Kingdom	$12.4M	+$14.2M	2	0.2%	New
220	Spot Trading Chicago, Illinois	$12.4M	+$12.9M	3	0.12%	Increased
221	PRCM Pine River Capital Management Minnetonka, Minnesota	$12.1M	+$9.34M	2	0.15%	Increased
222	ICOM Investment Counselors of Maryland Baltimore, Maryland	$11.8M	-$1.29M	1	0.69%	Reduced
223	Gateway Investment Advisers Cincinnati, Ohio	$11.7M	+$145K	2	0.1%	Increased
224	Royce & Associates New York	$11.5M	-$1.23M	2	0.06%	Reduced
225	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.4M	-$464K	2	0.07%	Reduced