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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	Canada Life Winnipeg, Manitoba, Canada	$82.2M	-$5.36M	4	0.19%	Reduced
102	Nomura Holdings Tokyo, Japan	$80.5M	-$5.4M	2	0.36%	Reduced
103	HSBC Holdings London, United Kingdom	$78.9M	+$1.71M	2	0.15%	Increased
104	Jane Street New York	$78.6M	+$2.25M	3	0.14%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$78.1M	+$52.9M	2	0.12%	Increased
106	Manning & Napier Group Fairport, New York	$76.3M	+$75.5M	2	0.83%	New
107	TP Theleme Partners London, United Kingdom	$75.7M	-$1.54M	1	3.67%	Reduced
108	EARNEST Partners Atlanta, Georgia	$75.3M	+$5.94M	3	0.68%	Increased
109	Artemis Investment Management Edinburgh, United Kingdom	$73.7M	-$26.7M	2	0.87%	Reduced
110	STRS Ohio Columbus, Ohio	$73.6M	+$337K	2	0.33%	Increased
111	Aviva London, United Kingdom	$73.3M	-$896K	2	0.5%	Reduced
112	MVP Miller Value Partners Sarasota, Florida	$72.7M	+$179K	1	2.77%	Increased
113	Chevy Chase Trust Bethesda, Maryland	$70.8M	-$2.66M	2	0.29%	Reduced
114	TimesSquare Capital Management New York	$70.6M	+$7.1M	1	0.54%	Increased
115	Millennium Management New York	$70.6M	+$20M	5	0.11%	Increased
116	DS Dalal Street West Lake Hills, Texas	$68.9M	+$3.3M	1	23.43%	Increased
117	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$68.6M	-$2.22M	4	0.08%	Reduced
118	State of Wisconsin Investment Board Madison, Wisconsin	$68.1M	-$14.5M	3	0.19%	Reduced
119	AL AJO LP Philadelphia, Pennsylvania	$67.3M	+$1.2M	1	0.35%	Increased
120	Epoch Investment Partners New York	$67M	+$66.2M	1	0.3%	New
121	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$66.5M	-$33.6M	3	0.13%	Reduced
122	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$62.2M	+$208K	2	0.21%	Increased
123	TCW Group Los Angeles, California	$62.2M	+$13.7M	2	0.66%	Increased
124	Prudential plc London, England, United Kingdom	$61.4M	-$21.3M	2	0.19%	Reduced
125	DekaBank Deutsche Girozentrale Frankfurt, Germany	$60.4M	-$18.7M	2	0.3%	Reduced