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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
26	Putnam Investments Boston, Massachusetts	$225M	+$195M	2	0.66%	New
27	TIAA CREF Investment Management New York	$218M	+$204M	4	0.18%	New
28	PIM Platinum Investment Management Sydney Australia 2000, Australia	$214M	+$165M	1	4.07%	New
29	abrdn Investment Management Edinburgh, United Kingdom	$209M	+$161M	2	1.32%	New
30	SFM Systematic Financial Management Teaneck, New Jersey	$207M	+$182M	3	1.77%	New
31	TAA Turiya Advisors Asia Hong Kong	$200M	+$155M	1	23.08%	New
32	Dimensional Fund Advisors Austin, Texas	$198M	+$163M	4	0.19%	New
33	Allianz Asset Management Munich, Germany	$181M	+$151M	3	0.26%	New
34	Capital World Investors Los Angeles, California	$161M	+$125M	1	0.05%	New
35	Geode Capital Management Boston, Massachusetts	$158M	+$135M	4	0.14%	New
36	BlackRock Group London, United Kingdom	$150M	+$128M	4	0.11%	New
37	APG Asset Management Amsterdam, Netherlands	$149M	+$117M	2	0.47%	New
38	UBS AM Chicago, Illinois	$145M	+$119M	4	0.19%	New
39	CCM Cadian Capital Management New York	$144M	+$147M	1	4.41%	New
40	Bank of America Charlotte, North Carolina	$134M	+$110M	4	0.06%	New
41	Fred Alger Management New York	$125M	+$127M	2	0.74%	New
42	SG Americas Securities New York	$119M	+$93M	2	0.58%	New
43	Teachers Advisors New York	$115M	+$104M	4	0.31%	New
44	Viking Global Investors Stamford, Connecticut	$107M	+$82.7M	1	0.59%	New
45	Legal & General Group London, United Kingdom	$105M	+$89.5M	2	0.14%	New
46	Royal Bank of Canada Toronto, Ontario, Canada	$97M	+$78.6M	3	0.08%	New
47	Marshall Wace London, United Kingdom	$94.1M	+$72.8M	1	5.63%	New
48	Cooke & Bieler Philadelphia, Pennsylvania	$88.6M	+$90.3M	1	2.11%	New
49	Bank of Nova Scotia Toronto, Ontario, Canada	$87.1M	+$67.4M	1	0.44%	New
50	Credit Suisse Zurich, Switzerland	$85.5M	+$75.4M	4	0.09%	New