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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	VOYA Investment Management Atlanta, Georgia	$39.4M	-$374K	4	0.09%	Reduced
127	BlackRock Japan Tokyo, Japan	$39.3M	+$1.19M	2	0.18%	Increased
128	Chevy Chase Trust Bethesda, Maryland	$38.9M	+$735K	2	0.28%	Increased
129	DI Dalton Investments Las Vegas, Nevada	$36.8M	-$10.6M	1	10.01%	Reduced
130	Swiss National Bank Zurich, Switzerland	$35.6M	-$2.79M	4	0.14%	Reduced
131	SCGE Management Menlo Park, California	$35.5M	-$2.38M	1	4.81%	Reduced
132	CCMH Cornerstone Capital Management Holdings New York	$35M	+$21.2M	2	0.41%	Increased
133	Capital Fund Management (CFM) Paris, France	$34.9M	+$16.3M	3	0.43%	Increased
134	Royce & Associates New York	$34.5M	+$384K	3	0.1%	Increased
135	ACI AMP Capital Investors Sydney, Australia	$34.3M	+$6.62M	3	0.23%	Increased
136	Korea Investment Corp Seoul, South Korea	$34.2M	+$6.28M	2	0.3%	Increased
137	SI Standard Investments New York	$34.2M	+$2.08M	1	3.2%	Increased
138	CC Carlson Capital Dallas, Texas	$33.8M	+$8.07M	1	0.39%	Increased
139	Teacher Retirement System of Texas Austin, Texas	$33.7M	+$5.73M	3	0.31%	Increased
140	SM Seminole Management New York	$33.6M	-$26.7M	1	1.61%	Reduced
141	SG Swarthmore Group Philadelphia, Pennsylvania	$32.4M	+$6.64M	1	3.83%	Increased
142	Aristeia Capital Greenwich, Connecticut	$32M	+$9.22M	2	1.32%	Increased
143	RG Renaissance Group Covington, Kentucky	$31.5M	+$3.23M	1	1.25%	Increased
144	SCM Stevens Capital Management Radnor, Pennsylvania	$31.4M	+$15.9M	2	0.85%	Increased
145	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$31.3M	-$6.41M	1	1.19%	Reduced
146	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$30.6M	+$29.6M	1	0.56%	New
147	Federated Hermes Pittsburgh, Pennsylvania	$30M	+$2.27M	2	0.1%	Increased
148	Lord, Abbett & Co Jersey City, New Jersey	$29.7M	-$20.9M	3	0.07%	Reduced
149	Thompson Siegel & Walmsley Richmond, Virginia	$29.6M	-$3.48M	2	0.67%	Reduced
150	NFA Nationwide Fund Advisors Columbus, Ohio	$29.4M	-$4.93M	4	0.14%	Reduced