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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	Nomura Asset Management Tokyo, Japan	$16.9M	+$3.95M	2	0.3%	Increased
252	CAM Centre Asset Management New York	$16.8M	+$2.23M	2	2.6%	Increased
253	OAM Oxford Asset Management Oxford, United Kingdom	$16.7M	-$24.4M	1	0.37%	Reduced
254	Edge Asset Management Seattle, Washington	$16.2M	-$364K	1	0.16%	Reduced
255	Flossbach Von Storch Cologne, Germany	$16M	+$1.78M	1	0.37%	Increased
256	Raymond James & Associates St Petersburg, Florida	$15.5M	+$5.75M	2	0.08%	Increased
257	EVC Eidelman Virant Capital Saint Louis, Missouri	$15.5M	-$182K	1	6.86%	Reduced
258	Glenmede Trust Philadelphia, Pennsylvania	$15.4M	+$12.9M	3	0.12%	Increased
259	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$15.4M	+$8.73M	1	1.28%	Increased
260	Cubist Systematic Strategies Stamford, Connecticut	$15.2M	+$12M	4	0.82%	Increased
261	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$14.9M	+$4.13M	4	1.28%	Increased
262	Gulf International Bank (UK) London, United Kingdom	$14.4M	+$308K	2	0.26%	Increased
263	B BP London, United Kingdom	$14.4M	+$1.16M	1	0.36%	Increased
264	KBC Group Brussels, Belgium	$14.2M	+$3.86M	2	0.17%	Increased
265	Arizona State Retirement System Phoenix, Arizona	$14.1M	+$32.9K	2	0.17%	Increased
266	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$14M	+$8.84M	1	0.25%	Increased
267	SCA Southpoint Capital Advisors New York	$14M	-$6.62M	1	0.7%	Reduced
268	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$13.8M	-$1.97M	3	0.11%	Reduced
269	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.8M	-$339K	2	0.43%	Reduced
270	DAM Deltec Asset Management New York	$13.5M	+$16.6K	1	2.97%	Increased
271	FCM Firsthand Capital Management San Jose, California	$13.5M	+$7.75M	1	7.92%	Increased
272	ICM Ionic Capital Management New York	$13.5M	-$2.16M	1	0.38%	Reduced
273	ACP Andalusian Capital Partners Greenwich, Connecticut	$13.4M	+$2.02M	1	3.14%	Increased
274	Nuveen Charlotte, North Carolina	$13.1M	-$18.8K	3	0.07%	Reduced
275	SCI Seneca Capital Investments New York	$12.9M	-$11.9M	1	3.57%	Reduced