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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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$18.5M	-$471K	2	0.18%	Reduced
227	Nomura Asset Management Tokyo, Japan	$18.5M	-$954K	2	0.18%	Reduced
228	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18.4M	+$6.76M	4	0.15%	Increased
229	Mariner Overland Park, Kansas	$18.2M	+$837K	2	0.22%	Increased
230	ZWJ Investment Counsel Atlanta, Georgia	$18.2M	+$1.79M	1	1.43%	Increased
231	Comerica Bank Dallas, Texas	$18.1M	-$8.61K	4	0.14%	Reduced
232	Cubist Systematic Strategies Stamford, Connecticut	$18M	+$10.7M	5	0.33%	Increased
233	CC Crosslink Capital Menlo Park, California	$17.8M	-$3.16M	2	4.06%	Reduced
234	Axa Paris, France	$17.7M	-$33.3M	3	0.07%	Reduced
235	Gulf International Bank (UK) London, United Kingdom	$17.7M	-$91.5K	2	0.3%	Reduced
236	Walleye Trading New York	$17.5M	-$45.1M	3	0.15%	Reduced
237	British Columbia Investment Management Victoria, British Columbia, Canada	$17.5M	-$8.4M	2	0.15%	Reduced
238	CCI Columbus Circle Investors	$17.3M	+$17.1M	1	0.46%	New
239	RAM RWC Asset Management London, United Kingdom	$17.3M	$0	1	0.76%	Maintained
240	PEAK6 Investments Chicago, Illinois	$17.2M	+$11.7M	3	0.11%	Increased
241	Clark Capital Management Group Philadelphia, Pennsylvania	$17.1M	+$17.3M	1	0.36%	New
242	State of Michigan Retirement System Lansing, Michigan	$17M	-$3.75M	2	0.15%	Reduced
243	Marshall Wace London, United Kingdom	$16.8M	+$7.14M	2	0.14%	Increased
244	JP Morgan Private Wealth Advisors San Francisco, California	$16.7M	-$1.81M	2	0.09%	Reduced
245	OAM Oxford Asset Management Oxford, United Kingdom	$16.6M	+$1.78M	4	0.36%	Increased
246	AMF Tjänstepension Stockholm, Sweden	$16.6M	-$274K	1	0.16%	Reduced
247	LCM Lucha Capital Management San Francisco, California	$16.5M	+$16.3M	1	4.14%	New
248	Panagora Asset Management Boston, Massachusetts	$16.4M	-$15.4M	4	0.07%	Reduced
249	O'Shaughnessy Asset Management Stamford, Connecticut	$16.4M	-$3.43M	2	0.38%	Reduced
250	Employees Retirement System of Texas Austin, Texas	$16.2M	-$1.37M	2	0.25%	Reduced