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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	SCGE Management Menlo Park, California	$34.8M	+$11.7M	1	5.03%	Increased
127	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$34.7M	+$2.62K	1	1.33%	Increased
128	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$34.4M	-$21.5M	2	0.14%	Reduced
129	Royce & Associates New York	$33.2M	-$334K	3	0.1%	Reduced
130	NFA Nationwide Fund Advisors Columbus, Ohio	$32.9M	-$3.34M	4	0.14%	Reduced
131	Thompson Siegel & Walmsley Richmond, Virginia	$32.4M	-$19.1M	2	0.76%	Reduced
132	Renaissance Technologies New York	$32.3M	-$74M	5	0.08%	Reduced
133	ACM Azentus Capital Management Hong Kong	$32.3M	-$12.3M	1	25.11%	Reduced
134	Scout Investments Kansas City, Missouri	$31.9M	-$23.7M	1	0.37%	Reduced
135	HSBC Holdings London, United Kingdom	$31.6M	-$57.4M	3	0.08%	Reduced
136	Parallax Volatility Advisers San Francisco, California	$31.2M	+$21.5M	2	0.15%	Increased
137	QAM Quentec Asset Management New York	$29.9M	+$1.38M	2	8.87%	Increased
138	NPGCU Napier Park Global Capital (US) New York	$29.9M	+$26.7M	1	5.35%	New
139	OAM Oxford Asset Management Oxford, United Kingdom	$29.8M	-$7.39M	3	0.75%	Reduced
140	SI Standard Investments New York	$29.5M	+$13.6M	1	2.18%	Increased
141	Ignis Investment Services Edinburgh, United Kingdom	$28.4M	+$27.4M	1	0.97%	New
142	First Trust Advisors Wheaton, Illinois	$28.3M	+$2.58M	2	0.14%	Increased
143	Polar Capital London, United Kingdom	$28.3M	-$10M	2	0.67%	Reduced
144	RG Renaissance Group Covington, Kentucky	$27.9M	+$26.9M	1	1.13%	New
145	ACI AMP Capital Investors Sydney, Australia	$27.9M	+$14.8M	3	0.2%	Increased
146	SCA Southpoint Capital Advisors New York	$27.2M	+$24.3M	1	1.46%	New
147	British Columbia Investment Management Victoria, British Columbia, Canada	$27.1M	+$388K	2	0.21%	Increased
148	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$26.9M	-$3.35M	3	0.08%	Reduced
149	PIA Piedmont Investment Advisors Durham, North Carolina	$26.9M	+$25.9M	2	1.44%	Increased
150	BCM Barometer Capital Management Toronto, Ontario, Canada	$26.4M	+$23.6M	1	6.61%	New