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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	Prudential plc London, England, United Kingdom	$72.4M	+$12.1M	2	0.29%	Increased
102	State of New Jersey Common Pension Fund D Trenton, New Jersey	$70M	+$13.5M	3	0.3%	Increased
103	HSBC Holdings London, United Kingdom	$68.2M	-$14.4M	2	0.13%	Reduced
104	Canada Life Winnipeg, Manitoba, Canada	$64.9M	-$3.35M	4	0.19%	Reduced
105	Millennium Management New York	$64.4M	+$31.7M	4	0.1%	Increased
106	GTP Global Thematic Partners New York	$63.7M	+$3.6M	1	3.46%	Increased
107	Victory Capital Management San Antonio, Texas	$62.3M	+$3.73M	3	0.16%	Increased
108	Alkeon Capital Management New York	$61.7M	-$145K	1	0.4%	Reduced
109	EARNEST Partners Atlanta, Georgia	$61.6M	-$851K	3	0.67%	Reduced
110	VanEck Associates New York	$61M	-$29M	2	0.31%	Reduced
111	Robeco Institutional Asset Management Rotterdam, Netherlands	$60.2M	+$5.71M	2	0.27%	Increased
112	STRS Ohio Columbus, Ohio	$59.5M	-$3.41M	2	0.3%	Reduced
113	TimesSquare Capital Management New York	$58.3M	+$61.3M	1	0.5%	New
114	Chevy Chase Trust Bethesda, Maryland	$58.2M	-$25.5M	2	0.28%	Reduced
115	DekaBank Deutsche Girozentrale Frankfurt, Germany	$57.6M	-$1.42M	2	0.38%	Reduced
116	Citadel Advisors Miami, Florida	$57.3M	-$173M	4	0.03%	Reduced
117	BNP Paribas Asset Management Paris, France	$56.4M	-$17M	2	0.52%	Reduced
118	Bridgewater Associates Westport, Connecticut	$55.3M	+$43.3M	2	0.51%	Increased
119	Frontier Capital Management Boston, Massachusetts	$54.4M	-$2.36M	1	0.44%	Reduced
120	Point72 Asset Management Stamford, Connecticut	$53.6M	+$58.6M	3	0.26%	Increased
121	MSL Mackay Shields LLC New York	$53.5M	+$18.7M	2	0.43%	Increased
122	Natixis Paris, France	$52.4M	+$52.2M	2	0.43%	Increased
123	TP Theleme Partners London, United Kingdom	$52.1M	+$62.3M	1	2.64%	New
124	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$51.9M	-$13.2M	4	0.07%	Reduced
125	AL AJO LP Philadelphia, Pennsylvania	$50.6M	-$10.7M	1	0.28%	Reduced