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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	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$12M	+$12.2M	2	1.45%	New
227	Banque Pictet & Cie Geneva 73, Switzerland	$12M	-$4.9M	2	0.32%	Reduced
228	British Columbia Investment Management Victoria, British Columbia, Canada	$11.9M	+$1.19M	2	0.11%	Increased
229	Marshall Wace London, United Kingdom	$11.8M	+$12.3M	2	0.11%	Increased
230	Virginia Retirement Systems Richmond, Virginia	$11.5M	-$15.9M	2	0.17%	Reduced
231	HCCM Herring Creek Capital Management Stamford, Connecticut	$11.5M	+$13M	1	3.1%	New
232	Cullen/Frost Bankers San Antonio, Texas	$11.4M	+$130K	1	0.43%	Increased
233	RCM Redwood Capital Management New York	$11.3M	-$1.6M	1	1.65%	Reduced
234	DCM Dupont Capital Management Wilmington, Delaware	$11M	-$1.11M	2	0.27%	Reduced
235	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11M	-$297K	2	0.07%	Reduced
236	TPSF Texas Permanent School Fund Austin, Texas	$11M	+$1.04M	3	0.14%	Increased
237	Highbridge Capital Management New York	$10.9M	-$18.1M	1	0.17%	Reduced
238	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.6M	+$10M	1	1.46%	New
239	QS Investors New York	$10.6M	-$4.25M	3	0.1%	Reduced
240	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.5M	+$2.19M	3	0.09%	Increased
241	Zacks Investment Management Chicago, Illinois	$10.3M	+$251K	1	0.34%	Increased
242	IIA IPG Investment Advisors San Diego, California	$10.2M	$0	1	4.72%	Maintained
243	PineBridge Investments New York	$10.2M	-$598K	3	0.44%	Reduced
244	Adams Diversified Equity Fund Baltimore, Maryland	$10.1M	$0	1	0.7%	Maintained
245	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.99M	+$598K	1	0.38%	Increased
246	Eastern Bank Boston, Massachusetts	$9.82M	+$5.1M	1	0.82%	Increased
247	Comerica Bank Dallas, Texas	$9.65M	+$769K	3	0.09%	Increased
248	State of Michigan Retirement System Lansing, Michigan	$9.56M	-$502K	2	0.07%	Reduced
249	Flossbach Von Storch Cologne, Germany	$9.45M	-$8.23M	1	0.16%	Reduced
250	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$9.34M	+$1.01M	1	0.08%	Increased