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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	BOTW Bank of the West Monterey Park, California	$7.43M	+$513K	2	1.06%	Increased
277	Virginia Retirement Systems Richmond, Virginia	$7.39M	+$6.1M	1	0.11%	New
278	GP GLG Partners London, United Kingdom	$7.38M	+$6.09M	1	0.22%	New
279	ExxonMobil Investment Management Irving, Texas	$7.17M	+$391K	2	0.15%	Increased
280	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.87M	-$1.28M	3	0.08%	Reduced
281	VAM Visium Asset Management New York	$6.85M	-$1.39M	2	0.48%	Reduced
282	Bridgewater Associates Westport, Connecticut	$6.82M	-$25.3M	1	0.09%	Reduced
283	PEAK6 Group Chicago, Illinois	$6.7M	+$1.77M	2	0.05%	Increased
284	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.69M	-$313K	2	0.08%	Reduced
285	PAM Private Asset Management San Diego, California	$6.68M	+$538K	1	1.17%	Increased
286	ID Integral Derivatives New York	$6.67M	-$794K	1	0.16%	Reduced
287	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.59M	-$142K	2	0.14%	Reduced
288	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.44M	+$1.95M	2	0.06%	Increased
289	CL Croft-Leominster Baltimore, Maryland	$6.42M	+$1.21M	1	1.44%	Increased
290	Fjarde Ap-fonden Stockholm, Sweden	$6.4M	-$66.5K	2	0.15%	Reduced
291	OAMG Odey Asset Management Group London, United Kingdom	$6.34M	+$5.6M	2	0.57%	New
292	Public Employees Retirement Association of Colorado Denver, Colorado	$6.27M	-$316K	3	0.05%	Reduced
293	AIA Affinity Investment Advisors Newport Beach, California	$6.21M	+$1.93M	1	0.46%	Increased
294	NAM Netols Asset Management Mequon, Wisconsin	$6.16M	-$199K	1	1.39%	Reduced
295	CC Clearline Capital New York	$6.07M	+$5.02M	1	1.21%	New
296	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.03M	-$242K	1	0.99%	Reduced
297	Hood River Capital Management Palm Beach Gardens, Florida	$5.95M	+$4.98M	1	0.8%	New
298	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$5.91M	-$3.05M	2	0.02%	Reduced
299	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.83M	+$1.06M	2	0.15%	Increased
300	RIG Roosevelt Investment Group New York	$5.71M	+$5.46M	1	0.44%	New