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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
176
Lazard Asset Management
Lazard Asset Management
New York
US$9.49億 -US$2.06億 6 1.44% 減碼
177
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$9.37億 -US$2.44億 4 1.78% 減碼
178
Truist Financial
Truist Financial
North Carolina
US$9.24億 +US$1809萬 5 1.1% 增持
179
Allspring Global Investments
Allspring Global Investments
North Carolina
US$9.2億 +US$8874萬 5 1.41% 增持
180
HighTower Advisors
HighTower Advisors
Illinois
US$9.16億 -US$6591萬 7 0.88% 減碼
181
Asset Management One
Asset Management One
Japan
US$9.07億 +US$898萬 3 2.33% 增持
182
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$9.04億 -US$1696萬 6 2.66% 減碼
183
BSL
Blue Sparrow LLC
Delaware
US$9.02億 +US$4.28億 3 8.75% 增持
184
OCMI
Oaktop Capital Management II
New Jersey
US$8.93億 -US$5717萬 1 38% 減碼
185
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
US$8.87億 +US$4618萬 5 2.86% 增持
186
HRT Financial
HRT Financial
New York
US$8.85億 -US$11億 6 1.62% 減碼
187
Weiss Asset Management
Weiss Asset Management
Massachusetts
US$8.81億 +US$4.86億 3 9.24% 增持
188
Tidal Investments
Tidal Investments
Wisconsin
US$8.7億 -US$4895萬 7 1.51% 減碼
189
Jones Financial Companies
Jones Financial Companies
Missouri
US$8.52億 +US$1.3億 6 0.34% 增持
190
Macquarie Group
Macquarie Group
Australia
US$8.52億 -US$2.51億 5 3.68% 減碼
191
ING Group
ING Group
Netherlands
US$8.51億 -US$4.88億 3 4.16% 減碼
192
Atreides Management
Atreides Management
Massachusetts
US$8.21億 -US$3679萬 1 5.73% 減碼
193
USS Investment Management
USS Investment Management
United Kingdom
US$8.16億 +US$3976萬 6 2.93% 增持
194
Optiver Holding
Optiver Holding
Netherlands
US$8.05億 +US$8485萬 3 0.22% 增持
195
Nissay Asset Management
Nissay Asset Management
Japan
US$7.99億 +US$9304萬 4 3.38% 增持
196
Candriam SCA
Candriam SCA
Luxembourg
US$7.97億 -US$1.15億 2 3.59% 減碼
197
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$7.93億 -US$11.1億 5 2.72% 減碼
198
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$7.81億 -US$2954萬 4 2.02% 減碼
199
Natixis
Natixis
France
US$7.75億 -US$5.31億 5 3.12% 減碼
200
STRS Ohio
STRS Ohio
Ohio
US$7.75億 -US$659萬 5 2.9% 減碼