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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
76	Susquehanna International Group Bala Cynwyd, Pennsylvania	$56.3M	-$35.6M	3	0.03%	Reduced
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$55.3M	+$1.46M	2	0.15%	Increased
78	Millennium Management New York	$54.5M	-$6.2M	4	0.18%	Reduced
79	BlackRock Investment Management Wilmington, Delaware	$54.4M	+$1.88M	4	0.09%	Increased
80	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$54.3M	+$3.79M	2	0.14%	Increased
81	State of Wisconsin Investment Board Madison, Wisconsin	$54.3M	+$3.45M	3	0.22%	Increased
82	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$53.6M	+$15.1M	4	0.09%	Increased
83	Lord, Abbett & Co Jersey City, New Jersey	$53.2M	-$37.5M	3	0.12%	Reduced
84	Scout Investments Kansas City, Missouri	$53.1M	-$14.8M	1	0.37%	Reduced
85	WM WS Management Jacksonville, Florida	$53M	+$7.25M	1	1.83%	Increased
86	CC Cannell & Co New York	$52.8M	+$43.9M	1	2.86%	New
87	TCA Taconic Capital Advisors New York	$52.4M	+$43.5M	1	2.39%	New
88	BlackRock New York	$51.5M	+$1.46M	4	0.1%	Increased
89	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$50.8M	-$6.38M	2	0.23%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$49.9M	+$1.35M	4	0.15%	Increased
91	Victory Capital Management San Antonio, Texas	$49M	+$46.8M	2	0.35%	New
92	RC RGM Capital Naples, Florida	$48.9M	+$4.8M	1	11.33%	Increased
93	Thompson Siegel & Walmsley Richmond, Virginia	$48.1M	+$5.35M	2	1.04%	Increased
94	PP PDT Partners New York	$45.4M	+$23.8M	2	1.23%	Increased
95	State Board of Administration of Florida Retirement System Tallahassee, Florida	$45.1M	-$995K	4	0.15%	Reduced
96	Chilton Investment Company Stamford, Connecticut	$44.5M	-$24.8M	1	1.23%	Reduced
97	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$44.3M	-$5.8M	3	0.21%	Reduced
98	HCM Hawkeye Capital Management Miami Beach, Florida	$44.1M	+$36.6M	1	12.92%	New
99	Los Angeles Capital Management Los Angeles, California	$43.5M	+$37.4M	4	0.54%	Increased
100	FA Friess Associates Greenville, Delaware	$43.3M	+$20.1M	1	3.46%	Increased