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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	TPSF Texas Permanent School Fund Austin, Texas	$11.4M	-$481K	3	0.15%	Reduced
252	AIS AlphaOne Investment Services West Chester, Pennsylvania	$11.4M	+$4.01M	2	3.73%	Increased
253	HT HAP Trading New York	$11.4M	-$12.9M	1	0.4%	Reduced
254	LG Leuthold Group Minneapolis, Minnesota	$11.3M	-$325K	1	1.19%	Reduced
255	HCM Hodges Capital Management Dallas, Texas	$10.9M	-$6.58M	1	0.52%	Reduced
256	Adams Diversified Equity Fund Baltimore, Maryland	$10.7M	$0	1	0.72%	Maintained
257	Nomura Holdings Tokyo, Japan	$10.7M	+$5.33M	2	0.03%	Increased
258	BPB Badgley, Phelps & Bell Seattle, Washington	$10.6M	+$23.2K	1	0.93%	Increased
259	PGGM Investments Zeist, Netherlands	$10.5M	-$48K	1	0.05%	Reduced
260	HI Honeywell International Charlotte, North Carolina	$10.5M	+$9.02M	1	0.37%	New
261	CIM Contrarius Investment Management St. Helier, Jersey	$10.5M	-$2.35M	1	0.77%	Reduced
262	PP Paloma Partners Greenwich, Connecticut	$10.4M	+$148K	3	0.13%	Increased
263	NONA Ninety One North America New York	$10.4M	+$292K	1	1.4%	Increased
264	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.3M	+$3.08M	2	0.22%	Increased
265	Associated Banc-Corp Green Bay, Wisconsin	$10.3M	+$347K	1	0.65%	Increased
266	Macquarie Group Sydney, NSW 2000, Australia	$10.1M	+$3.5M	3	0.02%	Increased
267	Gulf International Bank (UK) London, United Kingdom	$10.1M	$0	2	0.16%	Maintained
268	Hood River Capital Management Palm Beach Gardens, Florida	$9.96M	+$2.58M	2	1.02%	Increased
269	WI Wafra Inc New York	$9.89M	+$4.76M	1	0.74%	Increased
270	OAM Oxford Asset Management Oxford, United Kingdom	$9.75M	+$6.57M	2	0.3%	Increased
271	Bridgewater Associates Westport, Connecticut	$9.74M	+$1.98M	1	0.1%	Increased
272	VCM Vigilant Capital Management Portland, Maine	$9.72M	+$152K	1	1.72%	Increased
273	AB AT Bancorp Dubuque, Iowa	$9.37M	-$8.46M	2	1.29%	Reduced
274	Truist Financial Charlotte, North Carolina	$9.28M	+$115K	1	0.19%	Increased
275	CAM Cortina Asset Management Milwaukee, Wisconsin	$9.11M	+$2.58M	1	0.39%	Increased