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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	PGGM Investments Zeist, Netherlands	$14.1M	-$74.3K	1	0.07%	Reduced
277	Marshall Wace London, United Kingdom	$14.1M	-$1.65M	1	0.62%	Reduced
278	Adams Diversified Equity Fund Baltimore, Maryland	$14.1M	-$4.08M	1	0.8%	Reduced
279	Clark Capital Management Group Philadelphia, Pennsylvania	$14.1M	-$2.87M	1	0.55%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$14M	-$3.96K	3	0.19%	Reduced
281	WI Wafra Inc New York	$13.9M	+$1.25M	1	0.7%	Increased
282	MSR Main Street Research Lakeville, Connecticut	$13.9M	+$494K	1	2.26%	Increased
283	FA Friess Associates Greenville, Delaware	$13.8M	-$10.5M	1	1.26%	Reduced
284	SCM Stevens Capital Management Radnor, Pennsylvania	$13.6M	+$2.6M	2	0.51%	Increased
285	Advisors Capital Management Ridgewood, New Jersey	$13.5M	-$200K	1	1.11%	Reduced
286	ArrowMark Colorado Holdings Denver, Colorado	$13.5M	$0	1	0.17%	Maintained
287	Fifth Third Bancorp Cincinnati, Ohio	$13.4M	+$915K	3	0.1%	Increased
288	UFF USA Financial Formulas Ada, Michigan	$13.3M	-$4.9M	3	3.2%	Reduced
289	GCP GSA Capital Partners London, United Kingdom	$13.2M	+$8.94M	4	0.86%	Increased
290	Macquarie Group Sydney, NSW 2000, Australia	$13.2M	-$4.89M	3	0.02%	Reduced
291	PAM Private Asset Management San Diego, California	$13.2M	-$370K	1	2.12%	Reduced
292	Fjarde Ap-fonden Stockholm, Sweden	$13M	+$3.14M	2	0.26%	Increased
293	FP Foundry Partners Minneapolis, Minnesota	$13M	-$3.94M	1	0.53%	Reduced
294	ZDA Zweig-DiMenna Associates New York	$12.8M	-$6.01M	2	0.94%	Reduced
295	NA Navellier & Associates Reno, Nevada	$12.8M	+$7.25M	3	1.91%	Increased
296	Commerzbank Aktiengesellschaft Frankfurt, Germany	$12.7M	+$751K	3	0.21%	Increased
297	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$12.5M	+$3.62M	1	2.74%	Increased
298	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$12.4M	+$1.45M	2	0.21%	Increased
299	Jefferies Group New York	$12.3M	+$11.7M	2	0.08%	Increased
300	CCP Clough Capital Partners Boston, Massachusetts	$12.2M	+$12.7M	1	0.85%	New