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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	$31.1M	+$2.44M	2	0.25%	Increased
127	BlackRock Japan Tokyo, Japan	$31M	+$133K	2	0.15%	Increased
128	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$30.9M	-$6.16M	2	0.22%	Reduced
129	MTB Mizuho Trust & Banking Tokyo, Japan	$30.1M	$0	2	0.13%	Maintained
130	Swiss National Bank Zurich, Switzerland	$29.8M	+$537K	4	0.12%	Increased
131	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$27.9M	+$23.1M	1	1.15%	New
132	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.3M	-$1.2M	3	0.08%	Reduced
133	KCM Kensico Capital Management Greenwich, Connecticut	$26.2M	+$21.8M	1	0.65%	New
134	Dorsal Capital Management Redwood City, California	$25.3M	+$10.2M	1	4.8%	Increased
135	QS Batterymarch Financial Management New York	$25.1M	+$18.4M	2	0.54%	Increased
136	QAM Quentec Asset Management New York	$24.9M	-$7.32M	2	8.32%	Reduced
137	GH GAM Holding Zurich, Switzerland	$24.4M	+$7.73M	2	0.46%	Increased
138	GACM Green Arrow Capital Management New York	$24M	+$11M	2	1.81%	Increased
139	ZDA Zweig-DiMenna Associates New York	$23.3M	+$19.3M	1	0.94%	New
140	Balyasny Asset Management Chicago, Illinois	$23.2M	+$16.3M	1	0.31%	Increased
141	AL AJO LP Philadelphia, Pennsylvania	$23M	+$21.8M	2	0.11%	New
142	British Columbia Investment Management Victoria, British Columbia, Canada	$22.7M	+$591K	2	0.19%	Increased
143	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.7M	+$16.2M	1	0.19%	Increased
144	First Trust Advisors Wheaton, Illinois	$22M	+$1.42M	2	0.12%	Increased
145	Schroder Investment Management Group London, United Kingdom	$21.6M	+$19.4M	3	0.05%	New
146	DP DW Partners New York	$21.6M	+$18.1M	1	3.34%	New
147	Employees Retirement System of Texas Austin, Texas	$21.3M	-$908K	3	0.26%	Reduced
148	Janus Henderson Group London,	$20.8M	+$14.7M	2	0.23%	Increased
149	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$20.5M	+$1.88M	2	0.11%	Increased
150	CCP Clough Capital Partners Boston, Massachusetts	$20.2M	-$4.15M	1	0.63%	Reduced