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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	HighTower Advisors Chicago, Illinois	$19.4M	+$8.24M	3	0.33%	Increased
227	CC Clearline Capital New York	$19.3M	+$466K	1	3.11%	Increased
228	SP Steelhead Partners Seattle, Washington	$19.2M	-$157K	1	1.63%	Reduced
229	UPA Union Point Advisors San Mateo, California	$19.2M	+$18.3M	2	7.59%	New
230	RI Redwood Investments Boston, Massachusetts	$19.2M	+$7.14M	1	2.56%	Increased
231	TPSF Texas Permanent School Fund Austin, Texas	$18.9M	-$1.31M	2	0.21%	Reduced
232	Needham Investment Management New York	$18.3M	-$37.1K	1	4.05%	Reduced
233	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18M	-$371K	2	0.12%	Reduced
234	PRCM Pine River Capital Management Minnetonka, Minnesota	$17.9M	-$2.61M	1	0.21%	Reduced
235	BA Boston Advisors Boston, Massachusetts	$17.6M	-$105K	1	0.75%	Reduced
236	QS Investors New York	$17.4M	+$1.08M	2	0.47%	Increased
237	Scout Investments Kansas City, Missouri	$17.2M	-$34.6M	1	0.23%	Reduced
238	TSU TD Securities (USA) New York	$17.1M	+$13.3K	2	0.28%	Increased
239	RS Investment Management San Francisco, California	$17M	-$1.88M	2	0.16%	Reduced
240	JCM Jag Capital Management St Louis, Missouri	$16.7M	+$2.56M	1	3.35%	Increased
241	Munder Capital Management Birmingham, Michigan	$16.6M	-$2.72M	2	0.12%	Reduced
242	Los Angeles Capital Management Los Angeles, California	$16.5M	-$41.7M	2	0.2%	Reduced
243	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.5M	-$6.46M	2	0.17%	Reduced
244	EA Euclid Advisors Hartford, Connecticut	$16.4M	+$962K	2	0.12%	Increased
245	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$15.8M	+$15M	1	0.25%	New
246	Macquarie Group Sydney, NSW 2000, Australia	$15.7M	+$3.6M	3	0.03%	Increased
247	Edge Asset Management Seattle, Washington	$15.6M	-$10.8K	1	0.16%	Reduced
248	GH GAM Holding Zurich, Switzerland	$15.4M	-$10.1M	2	0.22%	Reduced
249	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15.4M	+$5.71M	3	0.12%	Increased
250	Soros Fund Management New York	$15.4M	-$8.1M	1	0.12%	Reduced