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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
126	Chevy Chase Trust Bethesda, Maryland	$23.4M	+$19.3M	2	0.2%	New
127	OAM Oxford Asset Management Oxford, United Kingdom	$22.3M	+$17.7M	4	0.6%	New
128	Natixis Paris, France	$21.9M	+$16.9M	2	0.31%	New
129	ARTA A.R.T. Advisors New York	$21M	+$16.5M	2	0.69%	New
130	CCP Clough Capital Partners Boston, Massachusetts	$20.7M	+$16M	1	0.69%	New
131	AIG American International Group New York	$20.1M	+$18.8M	4	0.12%	New
132	Franklin Resources San Mateo, California	$20M	+$20.3M	1	0.01%	New
133	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19.1M	+$18.1M	2	1.42%	New
134	NFA Nationwide Fund Advisors Columbus, Ohio	$18.8M	+$16.5M	4	0.1%	New
135	British Columbia Investment Management Victoria, British Columbia, Canada	$18.6M	+$15.7M	2	0.15%	New
136	Employees Retirement System of Texas Austin, Texas	$18.6M	+$15M	2	0.22%	New
137	VanEck Associates New York	$17.5M	+$15M	2	0.1%	New
138	IIM Ivory Investment Management New York	$17.4M	+$13.5M	1	0.72%	New
139	First Trust Advisors Wheaton, Illinois	$17.3M	+$14.5M	2	0.11%	New
140	KCM Kingdon Capital Management New York	$17.2M	+$13.3M	1	1.02%	New
141	CGM Capital Growth Management Boston, Massachusetts	$16.9M	+$13.1M	1	0.45%	New
142	Janus Henderson Investors US Denver, Colorado	$16.5M	+$13M	2	0.02%	New
143	PEAK6 Group Chicago, Illinois	$16.3M	+$12.9M	3	0.06%	New
144	FA Friess Associates Greenville, Delaware	$15.7M	+$12.2M	1	1.23%	New
145	ACI AMP Capital Investors Sydney, Australia	$15.6M	+$13M	2	0.12%	New
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$15.4M	+$13.6M	2	0.09%	New
147	Stifel Nicolaus & Co St Louis, Missouri	$15.1M	+$11.9M	2	0.27%	New
148	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15M	+$12.8M	4	0.12%	New
149	Kennedy Capital Management St Louis, Missouri	$14.9M	+$11.6M	3	0.3%	New
150	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.8M	+$11.8M	2	0.14%	New