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AI 記憶體與 HBM

高頻寬記憶體位於 AI 加速器的處理器旁,能以足夠快的速度傳送資料,讓運算單元持續運作。供應集中在少數記憶體製造商手中,因此成為 AI 建置過程中的關鍵瓶頸。

12檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
101
SEI Investments
SEI Investments
Pennsylvania
US$19.4億 -US$992萬 6 1.72% 減碼
102
Bessemer Group
Bessemer Group
New Jersey
US$19.3億 +US$7.21億 6 2.66% 增持
103
Millennium Management
Millennium Management
New York
US$19.1億 -US$20.9億 7 0.69% 減碼
104
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$18.9億 +US$1.34億 5 3.1% 增持
105
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$18.8億 +US$4.75億 5 2.35% 增持
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$18.8億 +US$378萬 5 3.11% 增持
107
Natixis Advisors
Natixis Advisors
Massachusetts
US$18.2億 +US$1.31億 5 2.05% 增持
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$18.2億 +US$2037萬 7 0.9% 增持
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$18.2億 +US$9451萬 5 1.42% 增持
110
Nomura Asset Management
Nomura Asset Management
Japan
US$18.1億 +US$1.48億 4 3.88% 增持
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$17.3億 -US$5196萬 5 3.2% 減碼
112
Aviva
Aviva
United Kingdom
US$17億 +US$2459萬 4 2.5% 增持
113
GF Fund Management
GF Fund Management
China
US$16.8億 +US$1.05億 4 20.15% 增持
114
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$16.8億 -US$3.55億 2 13.47% 減碼
115
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$16.7億 -US$6302萬 4 1.18% 減碼
116
KBC Group
KBC Group
Belgium
US$16.5億 -US$6673萬 5 3.57% 減碼
117
NEOS Investment Management
NEOS Investment Management
Connecticut
US$16.4億 +US$2.03億 3 6.04% 增持
118
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
US$16.3億 +US$4.1億 4 1.98% 增持
119
VARA
Value Aligned Research Advisors
New Jersey
US$16.1億 +US$3.83億 3 4.01% 增持
120
Citadel Advisors
Citadel Advisors
Florida
US$15.9億 -US$35.9億 7 0.18% 減碼
121
Mariner
Mariner
Kansas
US$15.9億 +US$3億 7 1.67% 增持
122
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$15.1億 +US$8642萬 6 1.52% 增持
123
Quantinno Capital Management
Quantinno Capital Management
New York
US$15.1億 +US$1.43億 6 1.82% 增持
124
Danske Bank
Danske Bank
Denmark
US$15億 -US$7677萬 4 2.96% 減碼
125
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$14.9億 +US$1.36億 6 2.85% 增持