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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
326	OGC Oak Grove Capital North Hampton, New Hampshire	$332M	+$44.8M	4	15.8%	Increased
327	TD Waterhouse Canada Toronto, Ontario, Canada	$332M	+$73.4M	5	0.87%	Increased
328	Utah Retirement Systems Salt Lake City, Utah	$331M	-$12.6M	5	3.15%	Reduced
329	Rokos Capital Management (UK) London, United Kingdom	$330M	-$89.1M	3	1.23%	Reduced
330	Heard Capital LLC Chicago, Illinois	$328M	-$95.1M	1	14.05%	Reduced
331	Railway Pension Investments London, United Kingdom	$327M	-$69.1M	1	4.11%	Reduced
332	Fisher Asset Management Camas, Washington	$325M	-$20.8M	5	0.1%	Reduced
333	PineBridge Investments New York	$324M	-$26.9M	4	2.67%	Reduced
334	C Certuity North Palm Beach, Florida	$322M	-$792K	4	15.85%	Reduced
335	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$321M	+$62.1M	3	2.55%	Increased
336	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$319M	-$14.9M	5	2.17%	Reduced
337	&Partners Nashville, Tennessee	$319M	+$19.7M	6	1.31%	Increased
338	Renaissance Technologies New York	$317M	-$2.55B	4	0.44%	Reduced
339	Eventide Asset Management Boston, Massachusetts	$315M	-$3.38M	3	4.21%	Reduced
340	TEC Tensor Edge Capital Weston, Massachusetts	$313M	+$28.5M	1	20.78%	Increased
341	Capstone Investment Advisors New York	$311M	+$152M	3	0.57%	Increased
342	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$310M	+$22.5M	3	2.14%	Increased
343	Trexquant Investment Stamford, Connecticut	$309M	-$317M	4	1.82%	Reduced
344	AIP ARS Investment Partners New York	$307M	-$85.6M	3	13.41%	Reduced
345	Jupiter Asset Management London, United Kingdom	$306M	-$107M	3	1.52%	Reduced
346	Algert Global San Francisco, California	$304M	-$20.6M	5	3.6%	Reduced
347	AMF Tjänstepension Stockholm, Sweden	$300M	+$190M	2	1.78%	Increased
348	Belvedere Trading Chicago, Illinois	$299M	+$184M	5	0.34%	Increased
349	Walleye Capital New York	$298M	+$36.2M	7	1.07%	Increased
350	State of Alaska Department of Revenue Juneau, Alaska	$298M	-$13.1M	5	2.96%	Reduced