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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	Eventide Asset Management Boston, Massachusetts	$52.8M	+$124K	1	2.64%	Increased
102	MTB Mizuho Trust & Banking Tokyo, Japan	$52M	-$919K	2	0.17%	Reduced
103	Bridgeway Capital Management Houston, Texas	$51.7M	+$29.7M	3	0.96%	Increased
104	LSV Asset Management Chicago, Illinois	$51.5M	+$1.15M	2	0.11%	Increased
105	Principal Financial Group Des Moines, Iowa	$49.7M	+$9.48M	4	0.07%	Increased
106	ORI Oak Ridge Investments Chicago, Illinois	$49.4M	-$608K	1	1.18%	Reduced
107	Balyasny Asset Management Chicago, Illinois	$49.4M	+$46.3M	1	0.34%	Increased
108	TSAM Trinity Street Asset Management London, United Kingdom	$49.1M	+$46.5M	1	8.83%	New
109	USAA United Services Automobile Association San Antonio, Texas	$47.8M	-$8.22M	3	0.17%	Reduced
110	UBS Group Zurich, Switzerland	$47.2M	-$67.5M	5	0.03%	Reduced
111	1832 Asset Management Toronto, Ontario, Canada	$46.4M	+$47.5M	2	0.2%	New
112	Lord, Abbett & Co Jersey City, New Jersey	$46.3M	-$21M	1	0.14%	Reduced
113	TGA Trilogy Global Advisors Winter Park, Florida	$44.1M	+$3.53M	1	1.15%	Increased
114	CC Cannell & Co New York	$42.2M	+$47.5M	1	1.37%	New
115	RhumbLine Advisers Boston, Massachusetts	$42.2M	+$539K	4	0.14%	Increased
116	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$41.6M	-$1.72M	2	0.4%	Reduced
117	Polar Capital London, United Kingdom	$41.1M	+$10.4M	2	0.74%	Increased
118	CCM Criterion Capital Management San Francisco, California	$40.1M	+$38M	1	1.26%	New
119	OppenheimerFunds New York	$40.1M	-$15.3M	3	0.05%	Reduced
120	BlackRock Japan Tokyo, Japan	$39.4M	+$3.23M	2	0.15%	Increased
121	Credit Agricole Montrouge Cedex, France	$38.6M	+$19.4M	2	0.18%	Increased
122	Edmond de Rothschild Holding Chambesy, Switzerland	$37.7M	+$6.28M	2	1%	Increased
123	Chevy Chase Trust Bethesda, Maryland	$37.6M	-$3.56M	2	0.22%	Reduced
124	TimesSquare Capital Management New York	$37.6M	-$52.8M	1	0.24%	Reduced
125	Edmond de Rothschild Asset Management (France) Paris, France	$37.3M	+$6.37M	1	1.32%	Increased