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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	MAM Majedie Asset Management London, United Kingdom	$14.5M	+$20.6M	1	2.51%	New
227	Gateway Investment Advisers Cincinnati, Ohio	$14.5M	-$1.54M	2	0.12%	Reduced
228	BA Boston Advisors Boston, Massachusetts	$14.4M	-$640K	1	0.6%	Reduced
229	PineBridge Investments New York	$14.2M	-$1.54M	2	0.56%	Reduced
230	HC Hosking & Co Dublin, Ireland	$14.2M	+$1.37M	2	0.96%	Increased
231	HBK Investments Dallas, Texas	$14.2M	-$5.53M	2	0.14%	Reduced
232	STRS Ohio Columbus, Ohio	$13.9M	+$1.26M	2	0.06%	Increased
233	Cubist Systematic Strategies Stamford, Connecticut	$13.8M	+$8.94M	4	0.67%	Increased
234	KBC Group Brussels, Belgium	$13.7M	-$6.48M	2	0.18%	Reduced
235	TSU TD Securities (USA) New York	$13.4M	+$1.86M	2	0.18%	Increased
236	APCM Arbiter Partners Capital Management New York	$13.4M	+$19M	1	1.2%	New
237	RS Investment Management San Francisco, California	$13.2M	+$2.52M	2	0.11%	Increased
238	State of Michigan Retirement System Lansing, Michigan	$12.9M	+$50.8K	2	0.09%	Increased
239	Clal Insurance Tel-Aviv, Israel	$12.8M	+$3.85M	1	0.3%	Increased
240	WBC Westpac Banking Corp Sydney, Australia	$12.3M	-$125M	2	0.12%	Reduced
241	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.3M	-$3.71M	2	0.38%	Reduced
242	JP Morgan Private Wealth Advisors San Francisco, California	$12.2M	+$145K	2	0.14%	Increased
243	TPSF Texas Permanent School Fund Austin, Texas	$12.1M	-$453K	2	0.14%	Reduced
244	Wolverine Asset Management Chicago, Illinois	$12.1M	+$17.1M	1	0.27%	New
245	DM Delphi Management Brookline, Massachusetts	$12M	-$169K	1	1.61%	Reduced
246	Credit Agricole Montrouge Cedex, France	$11.9M	-$1.59M	2	0.06%	Reduced
247	Zacks Investment Management Chicago, Illinois	$11.8M	-$2.13M	1	0.37%	Reduced
248	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$11.4M	-$122K	2	0.08%	Reduced
249	Rothschild & Co Asset Management US Stamford, Connecticut	$11.3M	-$9.84M	1	0.21%	Reduced
250	Cullen/Frost Bankers San Antonio, Texas	$11.2M	+$193K	1	0.42%	Increased