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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
251	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.17M	+$303K	2	0.19%	Increased
252	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$7.09M	+$1.37M	1	0.02%	Increased
253	ExxonMobil Investment Management Irving, Texas	$7.04M	-$237K	2	0.18%	Reduced
254	LBG Lloyds Banking Group London, United Kingdom	$7.01M	+$358K	2	0.07%	Increased
255	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.81M	+$4.06M	2	0.26%	Increased
256	Nisa Investment Advisors St. Louis, Missouri	$6.69M	+$367K	2	0.1%	Increased
257	NM Nokota Management New York	$6.6M	+$438K	1	0.29%	Increased
258	SAM Shell Asset Management The Hague, Netherlands	$6.49M	-$519K	2	0.12%	Reduced
259	JGC J. Goldman & Co New York	$6.29M	-$1.82M	1	0.59%	Reduced
260	Royal London Asset Management United Kingdom	$6.21M	+$68.8K	2	0.17%	Increased
261	Parallax Volatility Advisers San Francisco, California	$6.2M	+$5.24M	2	0.03%	Increased
262	Nuveen Charlotte, North Carolina	$6.16M	+$1.41M	3	0.04%	Increased
263	BCM Bodri Capital Management San Francisco, California	$6.15M	$0	2	3.58%	Maintained
264	JP Morgan Private Wealth Advisors San Francisco, California	$6.14M	-$4.3K	1	0.14%	Reduced
265	Picton Mahoney Asset Management Toronto, Ontario, Canada	$6.1M	-$14.7M	1	0.4%	Reduced
266	Hermes Investment Management London Uk, United Kingdom	$6.1M	-$5.89M	2	0.21%	Reduced
267	ArrowMark Colorado Holdings Denver, Colorado	$6.06M	$0	1	0.2%	Maintained
268	Nomura Asset Management Tokyo, Japan	$6.01M	-$1.84M	3	0.11%	Reduced
269	HCM Hodges Capital Management Dallas, Texas	$5.99M	+$4.55M	1	0.52%	Increased
270	SCM Sigma Capital Management Stamford, Connecticut	$5.82M	-$829K	2	0.24%	Reduced
271	Winton Capital Management London, United Kingdom	$5.78M	-$6.06M	1	0.07%	Reduced
272	AB AT Bancorp Dubuque, Iowa	$5.76M	+$3.14M	1	2.04%	Increased
273	Natixis Advisors Boston, Massachusetts	$5.72M	-$27.4K	2	0.11%	Reduced
274	Cullen/Frost Bankers San Antonio, Texas	$5.68M	-$1.35M	1	0.28%	Reduced
275	Aristeia Capital Greenwich, Connecticut	$5.63M	+$5.38M	1	0.36%	New