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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	IRF IBM Retirement Fund Armonk, New York	$12.5M	-$395K	2	0.16%	Reduced
227	DCM Dupont Capital Management Wilmington, Delaware	$12.5M	+$3.29M	1	0.22%	Increased
228	CEP Chicago Equity Partners Chicago, Illinois	$12.5M	-$3.28M	1	0.37%	Reduced
229	PCM Palestra Capital Management New York	$12.4M	+$11.1M	1	2.55%	New
230	Aviva London, United Kingdom	$12.3M	+$2.06M	2	0.1%	Increased
231	DCM Decatur Capital Management Decatur, Georgia	$12.3M	-$459K	1	2.37%	Reduced
232	Comerica Bank Dallas, Texas	$12.1M	-$151K	3	0.09%	Reduced
233	DM Delphi Management Brookline, Massachusetts	$12.1M	-$435K	1	1.32%	Reduced
234	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$11.8M	+$1.21M	2	0.07%	Increased
235	RS Investment Management San Francisco, California	$11.8M	+$10.9M	2	0.07%	New
236	PCMF Private Capital Management (Florida) Naples, Florida	$11.8M	-$1.14M	1	1.46%	Reduced
237	Analytic Investors Los Angeles, California	$11.6M	-$11.7M	1	0.19%	Reduced
238	EVC Eidelman Virant Capital Saint Louis, Missouri	$11.5M	-$2.42M	1	4.9%	Reduced
239	Edge Asset Management Seattle, Washington	$11.4M	-$6.58K	1	0.12%	Reduced
240	KI Kalmar Investments Greenville, Delaware	$11.4M	-$5.54M	1	0.19%	Reduced
241	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.4M	+$2.25M	1	0.03%	Increased
242	DIA Denver Investment Advisors Denver, Colorado	$11.2M	-$915K	1	0.32%	Reduced
243	Bridgeway Capital Management Houston, Texas	$11.2M	-$2.24M	1	0.34%	Reduced
244	TSU TD Securities (USA) New York	$11.2M	+$378K	2	0.19%	Increased
245	Parnassus Investments San Francisco, California	$10.9M	+$1.32M	1	0.11%	Increased
246	B BP London, United Kingdom	$10.7M	-$7M	1	0.39%	Reduced
247	CC Crosslink Capital Menlo Park, California	$10.5M	+$2.53M	2	0.95%	Increased
248	Braun Stacey Associates New York	$10.5M	+$10.2M	1	0.6%	New
249	Hermes Investment Management London Uk, United Kingdom	$10.4M	+$2.55M	2	0.32%	Increased
250	WC Wexford Capital West Palm Beach, Florida	$10.3M	-$7.16M	1	0.88%	Reduced