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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$87.7M	-$3.67M	3	0.33%	Reduced
102	Susquehanna International Group Bala Cynwyd, Pennsylvania	$87.2M	-$568M	4	0.04%	Reduced
103	Los Angeles Capital Management Los Angeles, California	$86.8M	+$70.1M	2	0.48%	Increased
104	State of Wisconsin Investment Board Madison, Wisconsin	$85.2M	-$20.4M	3	0.24%	Reduced
105	TP Theleme Partners London, United Kingdom	$82.7M	+$13.9M	1	4.94%	Increased
106	WM WS Management Jacksonville, Florida	$81.7M	-$149M	1	4.95%	Reduced
107	DekaBank Deutsche Girozentrale Frankfurt, Germany	$80.8M	+$1.1M	2	0.48%	Increased
108	HSBC Holdings London, United Kingdom	$80.3M	-$8.24M	2	0.15%	Reduced
109	Chevy Chase Trust Bethesda, Maryland	$80.1M	-$196K	2	0.33%	Reduced
110	Prudential plc London, England, United Kingdom	$79.3M	-$14.7M	2	0.29%	Reduced
111	VanEck Associates New York	$78.9M	-$799K	2	0.39%	Reduced
112	Victory Capital Management San Antonio, Texas	$78.5M	+$1.28M	3	0.18%	Increased
113	Aviva London, United Kingdom	$78.2M	+$32M	2	0.52%	Increased
114	Jane Street New York	$78.1M	+$37.5M	3	0.13%	Increased
115	MVP Miller Value Partners Sarasota, Florida	$77.7M	+$45.4M	1	3.08%	Increased
116	STRS Ohio Columbus, Ohio	$77.5M	-$30.3K	2	0.35%	Reduced
117	Swedbank Stockholm, Sweden	$74.1M	-$114M	1	0.35%	Reduced
118	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$72.4M	+$4.3M	4	0.08%	Increased
119	EARNEST Partners Atlanta, Georgia	$71.5M	+$1M	3	0.68%	Increased
120	AL AJO LP Philadelphia, Pennsylvania	$70.8M	+$4.6M	1	0.37%	Increased
121	DS Dalal Street West Lake Hills, Texas	$70.2M	+$44.5M	1	26.52%	Increased
122	Frontier Capital Management Boston, Massachusetts	$69.9M	-$1.54M	1	0.5%	Reduced
123	Walleye Trading New York	$67.7M	-$53.5M	2	0.53%	Reduced
124	Citigroup New York	$67.7M	-$221M	5	0.07%	Reduced
125	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$66.5M	+$16.5M	2	0.17%	Increased