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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	AllianceBernstein Nashville, Tennessee	$266M	+$37.5M	4	0.19%	Increased
52	Franklin Resources San Mateo, California	$254M	+$10.5M	2	0.13%	Increased
53	GQG Partners Ft. Lauderdale, Florida	$247M	+$14.4M	2	6.39%	Increased
54	BNP Paribas Financial Markets Paris, France	$243M	+$88.3M	4	0.46%	Increased
55	New York State Common Retirement Fund Albany, New York	$241M	+$4.29M	4	0.3%	Increased
56	D.E. Shaw & Co New York	$237M	+$52.3M	4	0.32%	Increased
57	Barclays London, United Kingdom	$234M	-$32.5M	5	0.18%	Reduced
58	Bridgeway Capital Management Houston, Texas	$234M	-$16.1M	2	2.51%	Reduced
59	Credit Suisse Zurich, Switzerland	$230M	+$6.62M	4	0.21%	Increased
60	Guggenheim Capital Chicago, Illinois	$229M	-$13M	4	0.56%	Reduced
61	Pictet Asset Management (UK) London, United Kingdom	$227M	+$167M	2	0.56%	Increased
62	Teachers Advisors New York	$227M	+$2.27M	4	0.29%	Increased
63	Bank of Nova Scotia Toronto, Ontario, Canada	$226M	+$93M	2	1.17%	Increased
64	Parallax Volatility Advisers San Francisco, California	$223M	+$145M	3	0.3%	Increased
65	Swedbank Stockholm, Sweden	$222M	+$216M	1	1.15%	New
66	Alkeon Capital Management New York	$216M	+$46.5M	2	1.13%	Increased
67	California Public Employees Retirement System Sacramento, California	$215M	-$4.53M	4	0.31%	Reduced
68	APG Asset Management Amsterdam, Netherlands	$214M	+$40.2M	2	0.41%	Increased
69	Two Sigma Advisers New York	$205M	-$182M	5	0.56%	Reduced
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$200M	+$14.2M	2	0.35%	Increased
71	Artemis Investment Management Edinburgh, United Kingdom	$191M	-$37.7M	2	2.96%	Reduced
72	State of Tennessee, Department of Treasury Nashville, Tennessee	$188M	+$8.62M	4	0.96%	Increased
73	Parnassus Investments San Francisco, California	$188M	-$19.1M	2	0.76%	Reduced
74	Principal Financial Group Des Moines, Iowa	$178M	+$2.4M	4	0.17%	Increased
75	Los Angeles Capital Management Los Angeles, California	$177M	+$36.4M	2	1%	Increased