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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
226	Parnassus Investments San Francisco, California	$8.96M	$0	1	0.1%	Maintained
227	MCM McKinley Capital Management Anchorage, Alaska	$8.89M	+$8.49M	1	0.39%	New
228	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.83M	-$199K	2	0.05%	Reduced
229	Castleark Management Chicago, Illinois	$8.67M	+$6.36M	1	0.24%	New
230	ICM ICC Capital Management Orlando, Florida	$8.6M	-$1.95M	1	0.62%	Reduced
231	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.57M	-$4.86M	2	0.06%	Reduced
232	AAP Ardsley Advisory Partners Stamford, Connecticut	$8.56M	+$7.11M	1	1.75%	New
233	DCM Dupont Capital Management Wilmington, Delaware	$8.55M	+$2.54M	1	0.16%	Increased
234	Aviva London, United Kingdom	$8.52M	+$2.04M	2	0.07%	Increased
235	Andra AP-fonden Goteborg, Sweden	$8.43M	+$6.4M	2	0.21%	Increased
236	Axa Paris, France	$8.39M	+$972K	2	0.04%	Increased
237	EA Euclid Advisors Hartford, Connecticut	$8.33M	+$7.23M	2	0.08%	New
238	OI Oakbrook Investments Lisle, Illinois	$8.33M	+$3.79M	2	0.24%	Increased
239	CC Crosslink Capital Menlo Park, California	$8.24M	+$8.03M	2	0.64%	New
240	Public Employees Retirement Association of Colorado Denver, Colorado	$8.13M	-$971K	3	0.07%	Reduced
241	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.92M	-$159K	2	0.17%	Reduced
242	ProShare Advisors Bethesda, Maryland	$7.79M	-$2.26M	4	0.18%	Reduced
243	Arizona State Retirement System Phoenix, Arizona	$7.78M	+$299K	2	0.1%	Increased
244	ECM Empire Capital Management Westport, Connecticut	$7.68M	-$5.38M	1	0.89%	Reduced
245	GP GLG Partners London, United Kingdom	$7.67M	-$2.03M	2	0.7%	Reduced
246	Fjarde Ap-fonden Stockholm, Sweden	$7.64M	-$621K	2	0.16%	Reduced
247	ARTA A.R.T. Advisors New York	$7.58M	-$14.4M	3	0.41%	Reduced
248	THCM Tipp Hill Capital Management New York	$7.51M	+$4.79M	1	6.51%	Increased
249	PineBridge Investments New York	$7.35M	+$1.98M	2	0.23%	Increased
250	DAM Deltec Asset Management New York	$7.23M	+$6M	1	1.89%	New