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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	Rafferty Asset Management New York	$26.4M	+$3.96M	2	0.59%	Increased
227	Winton Group London, United Kingdom	$26.1M	-$7.74M	2	0.83%	Reduced
228	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$26.1M	+$139K	1	1.86%	Increased
229	Nisa Investment Advisors St. Louis, Missouri	$25.9M	+$831K	3	0.29%	Increased
230	IAM Impala Asset Management Palm Beach, Florida	$25.7M	-$8.48M	1	1.15%	Reduced
231	QAM Quentec Asset Management New York	$24.3M	-$44.5M	1	2.44%	Reduced
232	Cullen/Frost Bankers San Antonio, Texas	$23.7M	-$962K	1	0.78%	Reduced
233	ZWJ Investment Counsel Atlanta, Georgia	$23.6M	-$361K	1	1.84%	Reduced
234	Rubric Capital Management (New York) New York	$23.6M	+$10.8M	1	2.14%	Increased
235	SC Shellback Capital Boston, Massachusetts	$23.6M	+$19M	1	2.13%	New
236	Braun Stacey Associates New York	$23.5M	-$2.17M	1	1.6%	Reduced
237	WBC Westpac Banking Corp Sydney, Australia	$23.4M	-$212K	2	0.52%	Reduced
238	DP DSAM Partners London, United Kingdom	$23.2M	+$1.83M	1	3.23%	Increased
239	Menora Mivtachim Holdings Ramat Gan, Israel	$23.1M	+$18.6M	1	0.94%	New
240	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$22.6M	+$127K	2	0.21%	Increased
241	Gulf International Bank (UK) London, United Kingdom	$22.6M	+$436K	2	0.3%	Increased
242	State of Michigan Retirement System Lansing, Michigan	$22.4M	-$734K	2	0.18%	Reduced
243	Balyasny Asset Management Chicago, Illinois	$22.4M	+$2.18M	3	0.09%	Increased
244	Vaughan Nelson Investment Management Houston, Texas	$22.3M	-$12.4M	1	0.26%	Reduced
245	ICOM Investment Counselors of Maryland Baltimore, Maryland	$22M	-$1.02M	1	1.13%	Reduced
246	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$21.9M	-$5.44M	1	2.46%	Reduced
247	TPSF Texas Permanent School Fund Austin, Texas	$21.5M	+$451K	3	0.28%	Increased
248	CG Cutler Group San Francisco, California	$21.4M	-$10.6M	4	0.8%	Reduced
249	Royce & Associates New York	$21.4M	-$5.49M	2	0.14%	Reduced
250	Hood River Capital Management Palm Beach Gardens, Florida	$21.2M	+$369K	1	1.34%	Increased