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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
451	Danica Pension Livsforsikrings Copenhagen V,	$170M	+$56.7M	2	2.72%	Increased
452	Defiance ETFs New York	$169M	-$75.1M	4	2.3%	Reduced
453	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$169M	-$13.4M	3	1.15%	Reduced
454	PCM Palestra Capital Management New York	$169M	+$118M	1	5.71%	New
455	Voleon Capital Management Berkeley, California	$168M	-$34.2M	3	3.06%	Reduced
456	PBBUPS PKO BP Bankowy Universal Pension Society Warsaw, Poland	$167M	-$23.8M	1	47.83%	Reduced
457	Adams Diversified Equity Fund Baltimore, Maryland	$166M	+$2.84M	3	5.08%	Increased
458	Waverly Advisors Birmingham, Alabama	$164M	+$6.12M	4	0.95%	Increased
459	Kingsview Wealth Management Grants Pass, Oregon	$163M	+$87.4M	4	1.98%	Increased
460	Concurrent Investment Advisors Tampa, Florida	$162M	-$8.32M	6	1.38%	Reduced
461	M&T Bank Buffalo, New York	$161M	+$11.2M	5	0.47%	Increased
462	ZDA Zweig-DiMenna Associates New York	$160M	+$5.7M	3	14.56%	Increased
463	CTC (Chicago Trading Company) Chicago, Illinois	$159M	-$117M	1	0.05%	Reduced
464	Manning & Napier Advisors Fairport, New York	$158M	-$4.73M	2	2.03%	Reduced
465	Advisory Services Network Atlanta, Georgia	$158M	-$2.89M	4	1.79%	Reduced
466	ABN AMRO Investment Solutions Paris Cedex 008,	$158M	+$12.2M	3	1.37%	Increased
467	Commerce Bank Kansas City, Missouri	$158M	+$33.1M	3	0.69%	Increased
468	Groupe la Francaise Paris, France	$156M	-$1.64M	2	1.88%	Reduced
469	Cornerstone Investment Partners Atlanta, Georgia	$156M	-$114M	1	5.21%	Reduced
470	NM NWI Management New York	$155M	-$7.2M	1	7.18%	Reduced
471	Ossiam Paris, France	$155M	+$15M	3	2.05%	Increased
472	Crossmark Global Holdings Houston, Texas	$155M	+$5.77M	5	2.01%	Increased
473	RS Rakuten Securities Tokyo, Japan	$154M	+$39.4M	6	35.87%	Increased
474	PCMH Polymer Capital Management (HK) Hong Kong	$153M	-$10.8M	5	7.75%	Reduced
475	SCM Step Capital Management Singapore,	$153M	-$21M	1	33.03%	Reduced