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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	Man Group London, United Kingdom	$458M	-$37.6M	4	1.16%	Reduced
77	Nomura Asset Management Tokyo, Japan	$447M	-$44M	2	1.52%	Reduced
78	Mitsubishi UFJ Asset Management Tokyo, Japan	$446M	+$42.3M	3	0.54%	Increased
79	New York State Common Retirement Fund Albany, New York	$425M	-$37.7M	5	0.56%	Reduced
80	Schroder Investment Management Group London, United Kingdom	$419M	+$54.6M	2	0.46%	Increased
81	Alkeon Capital Management New York	$419M	+$95.9M	1	0.69%	Increased
82	Envestnet Asset Management Chicago, Illinois	$416M	-$18.6M	5	0.14%	Reduced
83	TD Asset Management Toronto, Ontario, Canada	$412M	-$22.1M	3	0.38%	Reduced
84	PNC Financial Services Group Pittsburgh, Pennsylvania	$385M	+$3.43M	5	0.26%	Increased
85	Prudential Financial Newark, New Jersey	$380M	-$140M	4	0.57%	Reduced
86	Tiger Global Management New York	$376M	$0	1	1.74%	Maintained
87	Aspex Management (HK) Central, Hong Kong	$376M	-$187M	2	8.03%	Reduced
88	ClearBridge Investments New York	$372M	-$61.9M	2	0.3%	Reduced
89	Orbis Allan Gray Hamilton, Bermuda	$370M	-$172M	1	2.3%	Reduced
90	D.E. Shaw & Co New York	$362M	-$196M	5	0.34%	Reduced
91	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$359M	-$7.95M	5	0.33%	Reduced
92	Victory Capital Management San Antonio, Texas	$357M	-$59.3M	5	0.36%	Reduced
93	Polar Capital Holdings London, United Kingdom	$352M	+$50.3M	1	2.08%	Increased
94	ProShare Advisors Bethesda, Maryland	$352M	-$21M	4	0.94%	Reduced
95	Mackenzie Financial Toronto Ontario, Ontario, Canada	$349M	-$11.6M	5	0.52%	Reduced
96	EARNEST Partners Atlanta, Georgia	$345M	-$20.8M	1	1.61%	Reduced
97	Bank of Nova Scotia Toronto, Ontario, Canada	$336M	+$49.5M	2	0.66%	Increased
98	SEI Investments Oaks, Pennsylvania	$335M	-$10.8M	5	0.47%	Reduced
99	BNP Paribas Asset Management Paris, France	$334M	+$19.4M	2	0.86%	Increased
100	Menora Mivtachim Holdings Ramat Gan, Israel	$329M	-$38M	2	2.24%	Reduced