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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	Federated Hermes Pittsburgh, Pennsylvania	$124M	+$54.8M	5	0.29%	Increased
77	Schroder Investment Management Group London, United Kingdom	$123M	-$27.1M	2	0.21%	Reduced
78	Westfield Capital Management Boston, Massachusetts	$115M	+$19.3M	2	0.81%	Increased
79	Macquarie Group Sydney, NSW 2000, Australia	$114M	+$15.4M	4	0.19%	Increased
80	Fidelity International Hamilton, Bermuda	$110M	+$26.9M	2	0.16%	Increased
81	VanEck Associates New York	$110M	+$22.2M	2	0.54%	Increased
82	HSBC Holdings London, United Kingdom	$109M	+$11.5M	2	0.18%	Increased
83	CI Investments Inc Toronto, Ontario, Canada	$109M	-$109M	1	0.81%	Reduced
84	Pendal Group Sydney, Australia	$108M	-$8.29M	2	1.46%	Reduced
85	Chevy Chase Trust Bethesda, Maryland	$108M	-$1.71M	2	0.45%	Reduced
86	Korea Investment Corp Seoul, South Korea	$105M	-$29.7M	2	0.49%	Reduced
87	Aberdeen Group Edinburgh, United Kingdom	$105M	+$2.06M	2	0.2%	Increased
88	State Board of Administration of Florida Retirement System Tallahassee, Florida	$104M	-$637K	4	0.26%	Reduced
89	Voloridge Investment Management Jupiter, Florida	$100M	+$113M	1	2.18%	New
90	Gotham Asset Management New York	$97.6M	+$10.3M	2	1.35%	Increased
91	USAA United Services Automobile Association San Antonio, Texas	$94.7M	-$6.27M	4	0.24%	Reduced
92	Axa Paris, France	$94M	-$4.17M	3	0.34%	Reduced
93	State of Wisconsin Investment Board Madison, Wisconsin	$93.6M	-$5.93M	3	0.26%	Reduced
94	Canada Life Winnipeg, Manitoba, Canada	$93.1M	-$25.5M	4	0.22%	Reduced
95	Pinnacle Associates New York	$92.6M	-$16.7M	3	1.92%	Reduced
96	Walleye Trading New York	$92.5M	+$63.4M	4	0.49%	Increased
97	GTP Global Thematic Partners New York	$86.6M	+$32.3M	1	3.4%	Increased
98	STRS Ohio Columbus, Ohio	$86.4M	-$4.9M	2	0.38%	Reduced
99	BNP Paribas Asset Management Paris, France	$86.2M	+$29.3M	2	0.66%	Increased
100	AL AJO LP Philadelphia, Pennsylvania	$84.8M	-$22.5M	1	0.4%	Reduced