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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
51	Pinnacle Associates New York	$83.1M	+$84M	2	1.87%	New
52	Lord, Abbett & Co Jersey City, New Jersey	$83M	+$74.6M	3	0.19%	New
53	Harris Associates Chicago, Illinois	$82.9M	+$84.5M	1	0.17%	New
54	Susquehanna International Group Bala Cynwyd, Pennsylvania	$82.7M	+$65.9M	4	0.05%	New
55	JC Joho Capital New York	$77.2M	+$59.7M	1	6.62%	New
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$77.2M	+$64.7M	2	0.18%	New
57	Barclays London, United Kingdom	$73.3M	+$61.2M	4	0.09%	New
58	Maverick Capital Dallas, Texas	$72.6M	+$74.1M	1	0.98%	New
59	Wells Fargo San Francisco, California	$72.6M	+$63.8M	4	0.04%	New
60	ACM Andor Capital Management Rye Brook, New York	$71.7M	+$55.4M	1	10.53%	New
61	New York State Common Retirement Fund Albany, New York	$71.3M	+$61.8M	3	0.13%	New
62	Arrowstreet Capital Boston, Massachusetts	$71M	+$56.7M	3	0.53%	New
63	OAMG Odey Asset Management Group London, United Kingdom	$68.7M	+$53.2M	1	2.69%	New
64	California Public Employees Retirement System Sacramento, California	$66.1M	+$56.7M	4	0.13%	New
65	Fidelity International Hamilton, Bermuda	$63.5M	+$51.4M	2	0.36%	New
66	HSBC Holdings London, United Kingdom	$62M	+$50.7M	3	0.19%	New
67	TCW Group Los Angeles, California	$61.3M	+$60.7M	2	0.3%	New
68	SIM Stelliam Investment Management New York	$61.2M	+$47.3M	1	3.32%	New
69	Chilton Investment Company Stamford, Connecticut	$61M	+$47.2M	1	1.63%	New
70	Scout Investments Kansas City, Missouri	$59.4M	+$60.6M	1	0.69%	New
71	D.E. Shaw & Co New York	$58.7M	+$52.3M	4	0.11%	New
72	FIG Fortress Investment Group New York	$54.7M	+$49.7M	2	1.36%	New
73	Charles Schwab San Francisco, California	$54.7M	+$46.9M	4	0.12%	New
74	Citigroup New York	$52.8M	+$42.9M	4	0.05%	New
75	Citadel Advisors Miami, Florida	$51.7M	+$42.1M	4	0.09%	New