← 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
Banco Santander
Banco Santander
Spain
$42.2M +$16.5M 2 0.39% Increased
202
H
Hexavest
Quebec, Canada
$40.8M +$36.2M 2 0.5% Increased
203
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$40.6M +$823K 1 0.35% Increased
204
KBC Group
KBC Group
Belgium
$40.5M -$9.39M 3 0.26% Reduced
205
CAM
ClariVest Asset Management
California
$39.1M +$17.7M 2 0.9% Increased
206
CCP
Clough Capital Partners
Massachusetts
$38.8M +$4.78M 2 3.31% Increased
207
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$38.7M -$7.51M 2 3.39% Reduced
208
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$38.5M -$155K 2 1.85% Reduced
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.1M +$3.73M 3 0.33% Increased
210
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.1M -$13M 2 0.09% Reduced
211
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$38M -$1.42M 3 0.21% Reduced
212
Rafferty Asset Management
Rafferty Asset Management
New York
$37.8M +$3.29M 2 0.58% Increased
213
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$37.6M +$3.06M 2 0.12% Increased
214
Jefferies Group
Jefferies Group
New York
$37.6M +$27.8M 1 0.29% Increased
215
Level Four Advisory Services
Level Four Advisory Services
Texas
$37.5M +$554K 2 1.48% Increased
216
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$36.8M +$11.8M 3 0.23% Increased
217
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$36.8M +$157K 2 0.3% Increased
218
Truist Financial
Truist Financial
North Carolina
$35.8M +$14.1M 3 0.07% Increased
219
Braun Stacey Associates
Braun Stacey Associates
New York
$35.7M +$18.8M 2 1.99% Increased
220
CGM
Capital Growth Management
Massachusetts
$35M +$31M 1 2.83% New
221
SIG
Senator Investment Group
New York
$35M +$31M 1 0.96% New
222
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$34.7M -$10.4M 2 0.07% Reduced
223
William Blair Investment Management
William Blair Investment Management
Illinois
$33.7M +$5.78M 1 0.13% Increased
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$33.4M +$2.69M 4 0.4% Increased
225
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33M +$2.96M 4 0.43% Increased