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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
BA
Boston Advisors
Massachusetts
$11.4M -$177K 1 0.43% Reduced
227
Hancock Whitney
Hancock Whitney
Mississippi
$11.3M -$2.71M 1 0.47% Reduced
228
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.1M +$7.42M 2 0.13% Increased
229
Kennedy Capital Management
Kennedy Capital Management
Missouri
$10.9M +$6.4M 3 0.22% Increased
230
Two Sigma Investments
Two Sigma Investments
New York
$10.8M -$79.4M 3 0.06% Reduced
231
IIA
IPG Investment Advisors
California
$10.8M +$5.05M 1 5.05% Increased
232
DCM
Dupont Capital Management
Delaware
$10.7M +$7.59M 2 0.27% Increased
233
Nomura Holdings
Nomura Holdings
Japan
$10.4M +$1.84M 3 0.04% Increased
234
Laurion Capital Management
Laurion Capital Management
New York
$10.2M +$7.85M 1 0.12% Increased
235
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$10.1M -$3.6M 2 0.1% Reduced
236
VanEck Associates
VanEck Associates
New York
$10M -$12.8M 2 0.08% Reduced
237
SEI Investments
SEI Investments
Pennsylvania
$10M -$4.89M 4 0.09% Reduced
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$9.56M -$810K 2 0.07% Reduced
239
TPSF
Texas Permanent School Fund
Texas
$9.44M -$234K 2 0.12% Reduced
240
DM
Delphi Management
Massachusetts
$9.35M -$296K 1 1.47% Reduced
241
Tocqueville Asset Management
Tocqueville Asset Management
New York
$9.34M +$7.72M 1 0.13% Increased
242
KG
Karamaan Group
New York
$9.29M +$5.8M 1 9.66% Increased
243
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$9.25M +$294K 1 0.37% Increased
244
US Bancorp
US Bancorp
Minnesota
$9.06M +$6.92M 3 0.04% Increased
245
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$9.06M +$674K 1 1.03% Increased
246
WBC
Westpac Banking Corp
Australia
$9M -$937K 2 0.1% Reduced
247
QIM
Quantitative Investment Management
Virginia
$8.98M +$10.1M 1 0.68% Increased
248
Comerica Bank
Comerica Bank
Texas
$8.98M -$11M 2 0.09% Reduced
249
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.96M +$9.83M 2 0.07% Increased
250
PineBridge Investments
PineBridge Investments
New York
$8.95M -$2.79M 2 0.38% Reduced
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