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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	Principal Financial Group Des Moines, Iowa	$151M	-$40.8M	4	0.14%	Reduced
77	Alkeon Capital Management New York	$150M	-$2.24M	1	0.88%	Reduced
78	Acadian Asset Management Boston, Massachusetts	$149M	-$3.16M	2	0.65%	Reduced
79	Adage Capital Partners Boston, Massachusetts	$148M	+$3.45M	2	0.33%	Increased
80	Glenmede Trust Philadelphia, Pennsylvania	$148M	+$4.08M	4	0.61%	Increased
81	Schroder Investment Management Group London, United Kingdom	$144M	-$25.4M	2	0.24%	Reduced
82	RhumbLine Advisers Boston, Massachusetts	$143M	+$4.47M	4	0.29%	Increased
83	GC Greenlight Capital New York	$140M	-$69.7M	1	2.54%	Reduced
84	PNC Financial Services Group Pittsburgh, Pennsylvania	$139M	-$1.86M	3	0.14%	Reduced
85	Canada Life Winnipeg, Manitoba, Canada	$137M	+$50.3M	4	0.32%	Increased
86	Pendal Group Sydney, Australia	$135M	-$4.83M	2	1.75%	Reduced
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$135M	+$7.64M	4	0.28%	Increased
88	Prudential Financial Newark, New Jersey	$134M	-$2.48M	4	0.18%	Reduced
89	Victory Capital Management San Antonio, Texas	$134M	+$46.2M	3	0.28%	Increased
90	SIG Senator Investment Group New York	$132M	+$138M	1	1.42%	New
91	Korea Investment Corp Seoul, South Korea	$131M	-$101M	2	0.6%	Reduced
92	Gotham Asset Management New York	$128M	+$25M	3	1.86%	Increased
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$128M	+$448K	3	0.3%	Increased
94	Fred Alger Management New York	$128M	-$6.79M	2	0.58%	Reduced
95	State of New Jersey Common Pension Fund D Trenton, New Jersey	$127M	+$94.4K	2	0.48%	Increased
96	SSM Sound Shore Management Greenwich, Connecticut	$127M	+$133M	1	1.93%	New
97	Renaissance Technologies New York	$123M	-$351M	4	0.14%	Reduced
98	Asset Management One Tokyo, Japan	$120M	-$2.2M	2	0.27%	Reduced
99	BNP Paribas Financial Markets Paris, France	$118M	-$3.3M	4	0.21%	Reduced
100	Westfield Capital Management Boston, Massachusetts	$117M	-$12.5M	2	0.9%	Reduced