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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	Nuveen Charlotte, North Carolina	$12.8M	+$2.76M	3	0.08%	Increased
277	CIA CCM Investment Advisers Columbia, South Carolina	$12.7M	+$12.2M	1	1.14%	New
278	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.7M	-$370K	2	0.27%	Reduced
279	Public Employees Retirement Association of Colorado Denver, Colorado	$12.7M	-$421K	3	0.11%	Reduced
280	Nomura Asset Management Tokyo, Japan	$12.4M	+$4.34M	2	0.22%	Increased
281	Fjarde Ap-fonden Stockholm, Sweden	$12.4M	-$770K	2	0.27%	Reduced
282	CC Crosslink Capital Menlo Park, California	$12.3M	-$461K	2	1.58%	Reduced
283	AGC Angelo Gordon & Co New York	$12.2M	+$3.21M	1	0.8%	Increased
284	Zacks Investment Management Chicago, Illinois	$12.1M	-$1.78M	2	0.42%	Reduced
285	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$12M	-$6.78M	1	0.33%	Reduced
286	IRF IBM Retirement Fund Armonk, New York	$12M	-$489K	2	0.24%	Reduced
287	ExxonMobil Investment Management Irving, Texas	$12M	-$431K	2	0.28%	Reduced
288	Rathbones Group Liverpool, United Kingdom	$11.9M	+$11.3M	1	0.83%	New
289	QIM Quantitative Investment Management Charlottesville, Virginia	$11.8M	+$4.26M	1	2.27%	Increased
290	KG Karamaan Group New York	$11.7M	-$784K	1	10.09%	Reduced
291	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.7M	+$2.03M	2	0.09%	Increased
292	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.7M	-$122K	2	0.04%	Reduced
293	PIM Platinum Investment Management Sydney Australia 2000, Australia	$11.5M	-$810K	1	0.23%	Reduced
294	ARC Absolute Return Capital Boston, Massachusetts	$11.5M	+$10.9M	1	0.16%	New
295	WC Wexford Capital West Palm Beach, Florida	$11.4M	+$3.98M	2	1.04%	Increased
296	Martingale Asset Management Boston, Massachusetts	$11.2M	+$4.87M	1	0.35%	Increased
297	BCM Bodri Capital Management San Francisco, California	$11.2M	-$3.57M	1	5.43%	Reduced
298	ACP Andalusian Capital Partners Greenwich, Connecticut	$11M	+$10.4M	1	3.32%	New
299	CAM Capstone Asset Management Houston, Texas	$10.8M	-$851K	2	0.37%	Reduced
300	Nisa Investment Advisors St. Louis, Missouri	$10.8M	+$241K	2	0.15%	Increased