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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
301	DCM Dupont Capital Management Wilmington, Delaware	$10.6M	-$5.46M	2	0.18%	Reduced
302	DM Delphi Management Brookline, Massachusetts	$10.6M	-$1.05M	1	1.51%	Reduced
303	Andra AP-fonden Goteborg, Sweden	$10.6M	+$4.72M	2	0.25%	Increased
304	ACM Azentus Capital Management Hong Kong	$10.5M	-$25.3M	1	7.28%	Reduced
305	M&T Bank Buffalo, New York	$10.5M	+$9.05M	3	0.07%	Increased
306	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.5M	-$184K	2	0.26%	Reduced
307	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$10.5M	+$7.3M	1	9.28%	Increased
308	Aperio Group Sausalito, California	$10.4M	+$817K	2	0.14%	Increased
309	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$10.4M	+$5.06M	2	0.92%	Increased
310	ICOM Investment Counselors of Maryland Baltimore, Maryland	$10.3M	-$309K	1	0.51%	Reduced
311	Profund Advisors Bethesda, Maryland	$10.2M	+$350K	2	0.48%	Increased
312	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.1M	+$9.55M	1	0.38%	New
313	ARTA A.R.T. Advisors New York	$9.91M	-$10.8M	2	0.46%	Reduced
314	JP Morgan Private Wealth Advisors San Francisco, California	$9.84M	+$580K	2	0.13%	Increased
315	LOAMU Lombard Odier Asset Management (USA) New York	$9.8M	-$1.26M	1	0.68%	Reduced
316	PP PDT Partners New York	$9.73M	-$48.5M	2	0.25%	Reduced
317	Cullen/Frost Bankers San Antonio, Texas	$9.72M	+$65.1K	1	0.39%	Increased
318	KBC Group Brussels, Belgium	$9.69M	-$9.69M	2	0.34%	Reduced
319	HIP Hatteras Investment Partners Raleigh, North Carolina	$9.59M	+$9.13M	3	3.14%	New
320	Global X Management Company New York	$9.48M	-$1.17M	1	0.52%	Reduced
321	CIBC World Market Toronto, Ontario, Canada	$9.45M	+$1.25M	1	0.03%	Increased
322	Asset Management One Tokyo, Japan	$9.39M	-$3.22M	2	0.13%	Reduced
323	Natixis Advisors Boston, Massachusetts	$9.36M	-$6.1M	2	0.19%	Reduced
324	Raymond James & Associates St Petersburg, Florida	$9.29M	+$1.11M	2	0.05%	Increased
325	MAM Myriad Asset Management North Point, Hong Kong	$9.03M	$0	1	0.99%	Maintained