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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	Kentucky Retirement Systems Frankfort, Kentucky	$3.45M	-$8.52K	2	0.26%	Reduced
477	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.44M	+$567K	2	0.14%	Increased
478	RGI River Global Investors London, United Kingdom	$3.43M	-$2.45M	1	0.64%	Reduced
479	SAM Strategy Asset Managers Pasadena, California	$3.41M	-$108K	1	0.7%	Reduced
480	HS HighVista Strategies Boston, Massachusetts	$3.37M	-$2.04M	1	0.77%	Reduced
481	NIMI Natixis Investment Managers International Paris, France	$3.32M	+$991K	2	0.29%	Increased
482	AIM Alambic Investment Management Belvedere, California	$3.29M	+$2.3M	2	0.4%	Increased
483	BBCM Boardman Bay Capital Management New York	$3.28M	-$830K	1	3.31%	Reduced
484	Virtu KCG Holdings New York	$3.24M	-$6.69M	3	0.09%	Reduced
485	HMS Hanseatic Management Services Albuquerque, New Mexico	$3.23M	+$370K	3	1.64%	Increased
486	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$3.17M	+$176K	2	0.36%	Increased
487	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.17M	+$23.4K	2	0.21%	Increased
488	Cambridge Investment Research Advisors Fairfield, Iowa	$3.17M	+$12.6K	2	0.05%	Increased
489	Stephens Investment Management Group Houston, Texas	$3.15M	-$299K	1	0.08%	Reduced
490	SAM Shell Asset Management The Hague, Netherlands	$3.13M	-$104K	2	0.07%	Reduced
491	GS GAM Systematic Cambridge, United Kingdom	$3.12M	-$304K	2	0.45%	Reduced
492	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.11M	$0	2	0.59%	Maintained
493	CCS Crosspoint Capital Strategies Orinda, California	$3.09M	+$3.2M	1	2.7%	New
494	South Dakota Investment Council Sioux Falls, South Dakota	$3.08M	$0	2	0.07%	Maintained
495	Nippon Life Insurance Tokyo, Japan	$3.07M	-$77.9K	2	0.06%	Reduced
496	OI Oakbrook Investments Lisle, Illinois	$3.04M	+$217K	1	0.2%	Increased
497	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.01M	$0	1	1%	Maintained
498	MCIM Meadow Creek Investment Management Atlanta, Georgia	$2.99M	+$1.81M	2	0.07%	Increased
499	AIM Assured Investment Management New York	$2.98M	+$2.37M	1	0.06%	Increased
500	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.96M	+$2.89M	3	0.05%	Increased