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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
476	Quadrature Capital London, United Kingdom	$152M	-$561M	3	1.3%	Reduced
477	AIA Group Hong Kong	$150M	-$26.4M	3	1.89%	Reduced
478	Cartenna Capital Stamford, Connecticut	$149M	-$6.07M	1	3.56%	Reduced
479	KC KCM Capital Shawnee, Kansas	$149M	-$203M	2	24.09%	Reduced
480	PEAK6 Chicago, Illinois	$147M	-$84.6M	5	0.3%	Reduced
481	UFM Ursa Fund Management Danville, California	$144M	+$93.7M	1	11.28%	New
482	EdgePoint Investment Group Toronto, Ontario, Canada	$144M	-$112M	1	1.09%	Reduced
483	MAI Capital Management Independence, Ohio	$143M	+$41.6M	4	0.54%	Increased
484	Gulf International Bank (UK) London, United Kingdom	$143M	+$207K	2	2.81%	Increased
485	Illinois Municipal Retirement Fund Oak Brook, Illinois	$143M	+$4.65M	5	1.61%	Increased
486	Crestwood Advisors Group Boston, Massachusetts	$142M	+$6.7M	3	2.11%	Increased
487	Y.D. More Investments Ramat Gan, Israel	$142M	-$3.91M	2	4.42%	Reduced
488	Brinker Capital Investments Berwyn, Pennsylvania	$141M	+$270K	6	1.08%	Increased
489	EP Wealth Advisors Torrance, California	$141M	+$34.2M	5	0.54%	Increased
490	Private Advisor Group Morristown, New Jersey	$141M	+$2.7M	5	0.65%	Increased
491	SAM Sycomore Asset Management Paris, France	$140M	$0	1	14.98%	Maintained
492	GWM GDS Wealth Management Flower Mound, Texas	$139M	-$33.7M	2	6.64%	Reduced
493	Williams Jones Wealth Management New York	$138M	+$4.45M	2	1.56%	Increased
494	Aptus Capital Advisors Fairhope, Alabama	$138M	-$4.01M	3	0.94%	Reduced
495	Capital Fund Management (CFM) Paris, France	$138M	-$621M	3	0.61%	Reduced
496	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$138M	+$5.09M	2	5.23%	Increased
497	Brevan Howard Capital Management St. Helier, Jersey	$136M	-$283M	6	1%	Reduced
498	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$135M	-$19.2M	2	6.22%	Reduced
499	Castleark Management Chicago, Illinois	$134M	-$18.6M	4	3.62%	Reduced
500	First Financial Bankshares Abilene, Texas	$133M	-$24.1M	2	2.49%	Reduced