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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	RG Renaissance Group Covington, Kentucky	$25.8M	-$1.05M	1	0.92%	Reduced
227	Lord, Abbett & Co Jersey City, New Jersey	$25.8M	-$33.7M	1	0.08%	Reduced
228	AAM Ardevora Asset Management London, United Kingdom	$25.7M	+$28.6M	1	0.72%	Increased
229	HighTower Advisors Chicago, Illinois	$25.5M	+$3.66M	3	0.2%	Increased
230	AIP ARS Investment Partners New York	$25.4M	-$1.59M	2	4.06%	Reduced
231	Lazard Asset Management New York	$25M	-$8.01M	2	0.04%	Reduced
232	Candriam SCA Strassen, Luxembourg, Luxembourg	$24.6M	+$1.47M	2	0.39%	Increased
233	Assenagon Asset Management Senningerberg, Luxembourg	$24.3M	+$5.07M	1	0.28%	Increased
234	WI Wafra Inc New York	$24.2M	+$3.45M	1	0.91%	Increased
235	PEAK6 Group Chicago, Illinois	$23.8M	-$5.87M	3	0.1%	Reduced
236	Peregrine Capital Management Minneapolis, Minnesota	$23.6M	-$9.65M	1	0.59%	Reduced
237	Commonwealth Equity Services Waltham, Massachusetts	$23.4M	+$797K	2	0.12%	Increased
238	TPSF Texas Permanent School Fund Austin, Texas	$23.3M	-$1.31M	4	0.32%	Reduced
239	MP Marlowe Partners New York	$22.4M	+$13.5M	1	16.54%	Increased
240	CC Crosslink Capital Menlo Park, California	$22.4M	-$16.1M	2	5.6%	Reduced
241	Alyeska Investment Group Chicago, Illinois	$22.3M	+$20.3M	2	0.2%	Increased
242	O'Shaughnessy Asset Management Stamford, Connecticut	$22M	+$4.86M	2	0.47%	Increased
243	Los Angeles Capital Management Los Angeles, California	$22M	-$155M	2	0.12%	Reduced
244	Achmea Investment Management Zeist, Netherlands	$21.9M	+$894K	2	0.76%	Increased
245	Balyasny Asset Management Chicago, Illinois	$21.6M	-$2M	2	0.1%	Reduced
246	Twin Tree Management Dallas, Texas	$21.3M	+$7.35M	2	0.13%	Increased
247	Swiss Life Asset Management Zurich,	$20.9M	-$477K	2	0.31%	Reduced
248	RCM Riverhead Capital Management Wilmington, Delaware	$20.9M	+$2.51M	4	0.82%	Increased
249	Sterling Capital Management Charlotte, North Carolina	$20.8M	+$3.62M	3	0.19%	Increased
250	TCSAM Tyrus Capital S.A.M. Monaco	$20.4M	+$22.7M	1	31.77%	New