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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
276	Royal London Asset Management United Kingdom	$8.33M	+$337K	2	0.21%	Increased
277	JGC J. Goldman & Co New York	$8.28M	+$1.53M	1	1.04%	Increased
278	ExxonMobil Investment Management Irving, Texas	$8.26M	-$102K	2	0.19%	Reduced
279	Global X Management Company New York	$8.19M	+$7.32M	1	0.69%	New
280	Nuveen Charlotte, North Carolina	$8.09M	+$567K	3	0.05%	Increased
281	Picton Mahoney Asset Management Toronto, Ontario, Canada	$7.98M	+$1.34M	2	0.46%	Increased
282	OAMG Odey Asset Management Group London, United Kingdom	$7.76M	-$8.42M	1	0.16%	Reduced
283	Schroder Investment Management Group London, United Kingdom	$7.73M	-$15.6M	3	0.01%	Reduced
284	SCM SkyTop Capital Management Rutherford, New Jersey	$7.64M	+$6.83M	1	3.68%	New
285	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.59M	-$674K	2	0.22%	Reduced
286	Jane Street New York	$7.47M	+$842K	4	0.11%	Increased
287	Macquarie Group Sydney, NSW 2000, Australia	$7.45M	-$2.82M	2	0.01%	Reduced
288	AT Bancorp Dubuque, Iowa	$7.37M	+$171K	1	2.26%	Increased
289	PNC Financial Services Group Pittsburgh, Pennsylvania	$7.26M	+$528K	2	0.01%	Increased
290	KG Karamaan Group New York	$7.26M	+$6.49M	1	6.31%	New
291	Panagora Asset Management Boston, Massachusetts	$7.17M	+$4.32M	3	0.03%	Increased
292	SCM Sigma Capital Management Stamford, Connecticut	$7.08M	+$612K	2	0.4%	Increased
293	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.06M	+$2.14M	2	0.19%	Increased
294	Nisa Investment Advisors St. Louis, Missouri	$6.94M	-$610K	2	0.1%	Reduced
295	6CM 683 Capital Management New York	$6.92M	$0	1	1.98%	Maintained
296	R.H. Bluestein & Co Birmingham, Michigan	$6.86M	+$6.14M	1	0.43%	New
297	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$6.78M	+$4.92M	1	0.57%	Increased
298	JP Morgan Private Wealth Advisors San Francisco, California	$6.54M	+$3.63K	1	0.13%	Increased
299	ACP Arrowgrass Capital Partners London, United Kingdom	$6.52M	+$5.83M	1	1.06%	New
300	ArrowMark Colorado Holdings Denver, Colorado	$6.45M	$0	1	0.2%	Maintained