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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	Utah Retirement Systems Salt Lake City, Utah	$13M	+$22.6K	2	0.29%	Increased
327	Edmond de Rothschild Holding Chambesy, Switzerland	$12.8M	+$2.67M	2	0.37%	Increased
328	GCP Garelick Capital Partners Boston, Massachusetts	$12.8M	-$27.9M	1	2.61%	Reduced
329	BOK Financial Tulsa, Oklahoma	$12.7M	-$7.33M	2	0.37%	Reduced
330	Cambiar Investors Denver, Colorado	$12.6M	-$4.52M	1	0.2%	Reduced
331	NA Neuburgh Advisers Los Angeles, California	$12.6M	+$1.02M	1	0.47%	Increased
332	Prudential plc London, England, United Kingdom	$12.5M	-$752K	2	0.04%	Reduced
333	Fuller & Thaler Asset Management San Mateo, California	$12.5M	+$374K	3	0.15%	Increased
334	Mutual of America Capital Management New York	$12.3M	+$371K	2	0.2%	Increased
335	Tocqueville Asset Management New York	$12M	-$5.65M	2	0.14%	Reduced
336	Epoch Investment Partners New York	$12M	+$97.4K	1	0.04%	Increased
337	Swiss Life Asset Management Zurich,	$11.9M	-$71.7K	2	0.32%	Reduced
338	Parallax Volatility Advisers San Francisco, California	$11.9M	-$34M	3	0.02%	Reduced
339	Kennedy Capital Management St Louis, Missouri	$11.7M	+$787K	2	0.21%	Increased
340	MN Services Vermogensbeheer The Hague, Netherlands	$11.7M	$0	2	0.31%	Maintained
341	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11.6M	-$118K	1	3.47%	Reduced
342	RIG Roosevelt Investment Group New York	$11.5M	-$778K	1	1.06%	Reduced
343	HHC Hutchin Hill Capital New York	$11.5M	-$622K	2	0.43%	Reduced
344	HCM Hodges Capital Management Dallas, Texas	$11.5M	-$2.18M	1	0.78%	Reduced
345	EP Elkfork Partners Portland, Oregon	$11.4M	+$4.43M	2	0.33%	Increased
346	Engineers Gate Manager New York	$11.4M	-$1.78M	4	0.96%	Reduced
347	Paradigm Capital Management Inc Albany, New York	$11.1M	+$9.41M	1	0.97%	New
348	Bridgewater Associates Westport, Connecticut	$10.8M	+$9.18M	2	0.07%	New
349	Seizert Capital Partners Birmingham, Michigan	$10.7M	-$118K	1	0.39%	Reduced
350	Gateway Investment Advisers Cincinnati, Ohio	$10.7M	-$82K	2	0.09%	Reduced