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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	BlackRock Investment Management Wilmington, Delaware	$64.5M	-$18.4M	4	0.08%	Reduced
77	Swiss National Bank Zurich, Switzerland	$64.1M	+$19.2M	4	0.12%	Increased
78	Russell Frank Company Seattle, Washington	$63.6M	-$9.48M	4	0.11%	Reduced
79	Natixis Paris, France	$63M	+$12.5M	1	1.06%	Increased
80	Winton Group London, United Kingdom	$62.9M	-$34.1M	2	0.68%	Reduced
81	BlackRock New York	$58.7M	-$16.5M	4	0.09%	Reduced
82	ORI Oak Ridge Investments Chicago, Illinois	$58.3M	-$305K	1	1.47%	Reduced
83	Credit Suisse Zurich, Switzerland	$57.7M	-$8.78M	4	0.07%	Reduced
84	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$56.8M	-$2.33M	2	0.68%	Reduced
85	Eventide Asset Management Boston, Massachusetts	$55M	+$140K	1	3.07%	Increased
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$53.7M	+$4.02M	4	0.11%	Increased
87	Amundi Asset Management US Boston, Massachusetts	$53.4M	+$21.1M	2	0.2%	Increased
88	Hermes Investment Management London Uk, United Kingdom	$53.3M	+$1.19M	2	1.12%	Increased
89	Prudential Financial Newark, New Jersey	$52.6M	+$5.17M	3	0.09%	Increased
90	SIM Stelliam Investment Management New York	$52.5M	+$615K	1	1.62%	Increased
91	Renaissance Technologies New York	$52.1M	-$46.9M	5	0.1%	Reduced
92	LSV Asset Management Chicago, Illinois	$51.7M	-$21.8K	2	0.11%	Reduced
93	Susquehanna International Group Bala Cynwyd, Pennsylvania	$51.6M	-$68.9M	3	0.03%	Reduced
94	OppenheimerFunds New York	$50.5M	+$14.7M	2	0.07%	Increased
95	Bridgeway Capital Management Houston, Texas	$49.7M	+$2.04M	3	0.84%	Increased
96	Principal Financial Group Des Moines, Iowa	$49.6M	+$2.79M	4	0.07%	Increased
97	Janus Henderson Group London,	$49.5M	-$18.7M	2	0.4%	Reduced
98	Lord, Abbett & Co Jersey City, New Jersey	$49.3M	+$1.02M	1	0.16%	Increased
99	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$49.1M	+$713K	2	0.11%	Increased
100	New York State Teachers Retirement System (NYSTRS) Albany, New York	$47.8M	+$49.4K	3	0.13%	Increased