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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	DnB Asset Management Oslo, Norway	$125M	+$33.2M	2	1.47%	Increased
102	Glenmede Trust Philadelphia, Pennsylvania	$125M	-$22.7M	4	0.76%	Reduced
103	PCM Palestra Capital Management New York	$125M	+$114M	1	3.12%	New
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$122M	+$8.09M	2	0.29%	Increased
105	Brandywine Global Investment Management Philadelphia, Pennsylvania	$121M	+$1.82M	2	1.23%	Increased
106	Los Angeles Capital Management Los Angeles, California	$117M	+$3.5M	4	0.56%	Increased
107	Pendal Group Sydney, Australia	$110M	+$67.2K	2	1.5%	Increased
108	Two Sigma Advisers New York	$110M	-$46.1M	5	0.32%	Reduced
109	BNP Paribas Financial Markets Paris, France	$109M	-$38M	4	0.19%	Reduced
110	Schroder Investment Management Group London, United Kingdom	$108M	-$25.4M	2	0.2%	Reduced
111	Aspex Management (HK) Central, Hong Kong	$108M	+$51.8M	1	13.23%	Increased
112	Pinnacle Associates New York	$107M	-$8.1M	3	2.64%	Reduced
113	Jane Street New York	$107M	+$48.5M	3	0.08%	Increased
114	OCMI Oaktop Capital Management II Chatham, New Jersey	$102M	$0	1	24.07%	Maintained
115	TimesSquare Capital Management New York	$102M	+$13M	1	0.97%	Increased
116	Raymond James & Associates St Petersburg, Florida	$101M	+$18.5M	2	0.14%	Increased
117	Nomura Asset Management Tokyo, Japan	$100M	+$2.25M	2	0.85%	Increased
118	Lord, Abbett & Co Jersey City, New Jersey	$99.1M	-$1.1M	2	0.35%	Reduced
119	TP Theleme Partners London, United Kingdom	$98M	-$8.82M	1	4.63%	Reduced
120	Oregon Public Employees Retirement Fund Tigard, Oregon	$97.8M	+$8.39M	4	1.45%	Increased
121	Millennium Management New York	$96.7M	-$735K	4	0.13%	Reduced
122	Robeco Institutional Asset Management Rotterdam, Netherlands	$96M	-$27.3M	4	0.33%	Reduced
123	SSM Sound Shore Management Greenwich, Connecticut	$93.9M	+$23.3M	1	2.89%	Increased
124	DS Dalal Street West Lake Hills, Texas	$93.8M	+$757K	1	63.48%	Increased
125	STRS Ohio Columbus, Ohio	$93.4M	+$9.8M	4	0.41%	Increased