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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	Virginia Retirement Systems Richmond, Virginia	$20.8M	+$18M	2	0.32%	Increased
227	State of Michigan Retirement System Lansing, Michigan	$20.7M	+$28.4K	2	0.14%	Increased
228	Aviva London, United Kingdom	$20.7M	-$84.7K	2	0.16%	Reduced
229	Credit Agricole Montrouge Cedex, France	$20.2M	-$5.43M	2	0.09%	Reduced
230	Dorsal Capital Management Redwood City, California	$19.8M	-$13.2M	1	3.97%	Reduced
231	Analytic Investors Los Angeles, California	$19.7M	-$2.26M	1	0.28%	Reduced
232	HC Hosking & Co Dublin, Ireland	$19.7M	+$18.9M	2	1.48%	New
233	CIA CCM Investment Advisers Columbia, South Carolina	$19.5M	+$5.79M	1	1.77%	Increased
234	LOAMU Lombard Odier Asset Management (USA) New York	$19.3M	+$8.78M	1	1.33%	Increased
235	SP Steelhead Partners Seattle, Washington	$19.3M	-$361K	1	1.45%	Reduced
236	Braun Stacey Associates New York	$19.2M	-$1.7M	1	1.17%	Reduced
237	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$19.2M	+$2.97M	2	0.32%	Increased
238	TPSF Texas Permanent School Fund Austin, Texas	$19.1M	-$449K	2	0.21%	Reduced
239	TSU TD Securities (USA) New York	$19.1M	+$1.38M	2	0.27%	Increased
240	BCM Bodri Capital Management San Francisco, California	$18.9M	+$6.62M	2	8.7%	Increased
241	Royal London Asset Management United Kingdom	$18.7M	+$2.78M	2	0.35%	Increased
242	JCM Jag Capital Management St Louis, Missouri	$18.6M	+$1.48M	1	3.43%	Increased
243	PEAK6 Group Chicago, Illinois	$18.6M	+$11.5M	2	0.14%	Increased
244	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.4M	-$1.68M	2	0.21%	Reduced
245	EA Euclid Advisors Hartford, Connecticut	$18.3M	+$1.28M	2	0.17%	Increased
246	PRCM Pine River Capital Management Minnetonka, Minnesota	$18.2M	$0	1	0.23%	Maintained
247	Victory Capital Management San Antonio, Texas	$18.2M	+$17.7M	2	0.07%	New
248	Bridgewater Associates Westport, Connecticut	$17.6M	+$2.54M	2	0.14%	Increased
249	Walleye Trading New York	$17M	+$7.69M	2	0.15%	Increased
250	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$17M	-$1.48M	2	0.11%	Reduced