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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
201
SIM
Stelliam Investment Management
New York
$36.5M -$9.37M 1 1.51% Reduced
202
OppenheimerFunds
OppenheimerFunds
New York
$35.7M -$41.6M 3 0.04% Reduced
203
CCP
Clough Capital Partners
Massachusetts
$35.1M -$34.8M 2 2.93% Reduced
204
SM
Seminole Management
New York
$35M -$25.3M 1 6.38% Reduced
205
CCI
Credit Capital Investments
New Jersey
$34.7M -$1.1M 1 36.07% Reduced
206
AIG
American International Group
New York
$34.2M +$2.44M 4 0.11% Increased
207
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$34M -$18.8M 2 0.35% Reduced
208
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$34M +$35.6M 1 0.33% New
209
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$33.7M +$5.42M 2 0.1% Increased
210
Polar Capital
Polar Capital
United Kingdom
$33M -$13.3M 2 0.34% Reduced
211
CC
Crosslink Capital
California
$32.7M +$2.8M 2 6.28% Increased
212
KCM
Kingdon Capital Management
New York
$31.9M -$28.6M 1 2.06% Reduced
213
SCM
Stevens Capital Management
Pennsylvania
$30.5M +$32.2M 2 1.18% New
214
William Blair Investment Management
William Blair Investment Management
Illinois
$30.5M -$4.75M 1 0.12% Reduced
215
Zacks Investment Management
Zacks Investment Management
Illinois
$30.3M -$8.54M 3 0.66% Reduced
216
Arizona State Retirement System
Arizona State Retirement System
Arizona
$30.2M +$2.82M 3 0.29% Increased
217
OAM
Origin Asset Management
United Kingdom
$29.8M -$8.44M 1 1.71% Reduced
218
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$29.6M +$30.2M 3 0.8% Increased
219
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$29.4M -$15M 2 24.15% Reduced
220
Alyeska Investment Group
Alyeska Investment Group
Illinois
$29.2M +$30.6M 1 0.23% New
221
RG
Renaissance Group
Kentucky
$29.2M -$10.9M 1 0.99% Reduced
222
MC
Maplelane Capital
New York
$28.8M +$7.11M 1 0.63% Increased
223
PGGM Investments
PGGM Investments
Netherlands
$28.5M +$10.3M 1 0.16% Increased
224
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.3M -$6.24M 3 0.09% Reduced
225
Nomura Holdings
Nomura Holdings
Japan
$27.9M -$613K 2 0.05% Reduced
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