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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
101	Adage Capital Partners Boston, Massachusetts	$44.4M	-$8.21M	2	0.12%	Reduced
102	TGA Trilogy Global Advisors Winter Park, Florida	$43.4M	-$2.51M	1	1.17%	Reduced
103	Eventide Asset Management Boston, Massachusetts	$43.3M	+$13.2M	1	2.52%	Increased
104	LSV Asset Management Chicago, Illinois	$42.9M	+$40.1M	2	0.1%	Increased
105	SFM Systematic Financial Management Teaneck, New Jersey	$41.4M	-$7.07M	3	0.44%	Reduced
106	Chevy Chase Trust Bethesda, Maryland	$40.7M	+$4.16M	2	0.25%	Increased
107	RhumbLine Advisers Boston, Massachusetts	$39.3M	+$586K	4	0.13%	Increased
108	Prudential Financial Newark, New Jersey	$39M	+$3.1M	3	0.08%	Increased
109	Principal Financial Group Des Moines, Iowa	$37.8M	+$1.3M	4	0.06%	Increased
110	SG Swarthmore Group Philadelphia, Pennsylvania	$37.1M	-$28.6M	1	3.94%	Reduced
111	SG Americas Securities New York	$36M	+$69.4M	3	0.22%	Increased
112	BlackRock Japan Tokyo, Japan	$34.6M	-$8.93M	2	0.14%	Reduced
113	State Board of Administration of Florida Retirement System Tallahassee, Florida	$34.1M	+$280K	4	0.13%	Increased
114	Edmond de Rothschild Holding Chambesy, Switzerland	$34M	+$22.2M	2	0.84%	Increased
115	Parallax Volatility Advisers San Francisco, California	$33.9M	+$7.9M	3	0.08%	Increased
116	DI Dalton Investments Las Vegas, Nevada	$33.7M	+$3.01M	1	16.95%	Increased
117	Edmond de Rothschild Asset Management (France) Paris, France	$33.5M	+$22.5M	1	1.11%	Increased
118	Stifel Financial St. Louis, Missouri	$32M	+$10.3M	2	0.18%	Increased
119	Dana Investment Advisors Waukesha, Wisconsin	$31.4M	+$28.7M	1	1.48%	Increased
120	Factory Mutual Insurance Waltham, Massachusetts	$31.1M	+$860K	1	0.43%	Increased
121	Commerzbank Aktiengesellschaft Frankfurt, Germany	$31.1M	+$5.91M	3	0.23%	Increased
122	Citigroup New York	$30.8M	-$1.89M	5	0.03%	Reduced
123	NFA Nationwide Fund Advisors Columbus, Ohio	$30M	+$1.4M	4	0.13%	Increased
124	CC Coastland Capital Palo Alto, California	$29.9M	+$23.7M	2	0.88%	Increased
125	Amundi Asset Management US Boston, Massachusetts	$29.8M	+$23.9M	1	0.12%	Increased