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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	Bank of Nova Scotia Toronto, Ontario, Canada	$105M	-$125M	2	0.58%	Reduced
102	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$105M	+$9.36M	4	0.11%	Increased
103	STRS Ohio Columbus, Ohio	$105M	+$17.9M	2	0.45%	Increased
104	DekaBank Deutsche Girozentrale Frankfurt, Germany	$104M	+$34.1M	2	0.68%	Increased
105	VanEck Associates New York	$103M	+$7.79M	2	0.48%	Increased
106	Gotham Asset Management New York	$102M	+$8.25M	2	1.48%	Increased
107	Parallax Volatility Advisers San Francisco, California	$100M	-$127M	2	0.14%	Reduced
108	Fidelity International Hamilton, Bermuda	$98.6M	+$65.2M	1	0.15%	Increased
109	Renaissance Technologies New York	$97.7M	+$16.6M	4	0.11%	Increased
110	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$93.8M	+$9.16M	2	0.42%	Increased
111	NM Nokota Management New York	$90.5M	+$12.2M	1	1.35%	Increased
112	TCW Group Los Angeles, California	$86.3M	+$13M	2	0.7%	Increased
113	Teacher Retirement System of Texas Austin, Texas	$84.5M	+$1.66M	4	0.54%	Increased
114	TD Asset Management Toronto, Ontario, Canada	$84.3M	+$45M	2	0.13%	Increased
115	Jane Street New York	$82.3M	+$32.5M	4	0.19%	Increased
116	Neuberger Berman Group New York	$82M	+$1.69M	3	0.09%	Increased
117	Federated Hermes Pittsburgh, Pennsylvania	$81.2M	-$10.2M	5	0.24%	Reduced
118	Fifth Third Bancorp Cincinnati, Ohio	$81M	+$6.98M	2	0.55%	Increased
119	Robeco Institutional Asset Management Rotterdam, Netherlands	$81M	+$15.4M	2	0.37%	Increased
120	CAM ClariVest Asset Management San Diego, California	$79.7M	+$28.5M	2	1.38%	Increased
121	Commerzbank Aktiengesellschaft Frankfurt, Germany	$79.7M	+$33.3M	3	0.76%	Increased
122	Fred Alger Management New York	$79.6M	-$46M	2	0.33%	Reduced
123	KBC Group Brussels, Belgium	$79.1M	+$2.05M	3	0.69%	Increased
124	PointState Capital New York	$78.8M	-$270M	1	0.89%	Reduced
125	NN Investment Partners Holdings The Hague, Netherlands	$78.5M	+$6.83M	2	0.57%	Increased