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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	Atalanta Sosnoff Capital New York	$15.8M	+$15.6M	1	0.5%	New
252	Element Capital Management New York	$15.8M	+$9.5M	1	1.08%	Increased
253	BOK Financial Tulsa, Oklahoma	$15.6M	-$1.2M	2	0.37%	Reduced
254	Voloridge Investment Management Jupiter, Florida	$15.4M	+$8.25M	1	0.43%	Increased
255	TPSF Texas Permanent School Fund Austin, Texas	$15.4M	-$316K	4	0.24%	Reduced
256	Mirae Asset Global Investments Seoul, South Korea	$15.2M	+$946K	3	0.1%	Increased
257	Xact Kapitalforvaltning Stockholm, Sweden	$15.1M	+$1.19M	4	0.31%	Increased
258	MAM Meeder Asset Management Dublin, Ohio	$14.8M	+$1.78M	3	1.04%	Increased
259	Salem Investment Counselors Winston Salem, North Carolina	$14.8M	+$275K	1	1.37%	Increased
260	Achmea Investment Management Zeist, Netherlands	$14.8M	-$877K	2	0.57%	Reduced
261	MAP Managed Asset Portfolios Rochester, Michigan	$14.8M	+$354K	1	3.34%	Increased
262	Fjarde Ap-fonden Stockholm, Sweden	$14.7M	-$2.35M	2	0.19%	Reduced
263	MLICM Metropolitan Life Insurance Company (MetLife) New York	$14.6M	+$461K	4	0.25%	Increased
264	SG Americas Securities New York	$14.5M	+$8.84M	3	0.1%	Increased
265	CAM ClariVest Asset Management San Diego, California	$14.3M	-$968K	2	0.32%	Reduced
266	ZDA Zweig-DiMenna Associates New York	$14.1M	+$5.4M	1	1.34%	Increased
267	DnB Asset Management Oslo, Norway	$14M	+$4.47M	2	0.16%	Increased
268	Dana Investment Advisors Waukesha, Wisconsin	$14M	-$243K	1	0.69%	Reduced
269	6CM 683 Capital Management New York	$13.9M	$0	1	1.26%	Maintained
270	Mutual of America Capital Management New York	$13.8M	-$1.92M	4	0.19%	Reduced
271	Sterling Capital Management Charlotte, North Carolina	$13.7M	+$7.79M	2	0.13%	Increased
272	OMERS Administration Corp Toronto, Ontario, Canada	$13.6M	+$13.4M	2	0.14%	New
273	Kornitzer Capital Management Shawnee Mission, Kansas	$13.4M	+$12.3M	1	0.24%	Increased
274	Utah Retirement Systems Salt Lake City, Utah	$13.4M	-$135K	2	0.26%	Reduced
275	Public Employees Retirement Association of Colorado Denver, Colorado	$13.4M	-$404K	3	0.08%	Reduced