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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	PP PDT Partners New York	$57.7M	+$30.5M	2	1.54%	Increased
127	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$55.8M	-$2.41M	2	0.19%	Reduced
128	NAM NorthCoast Asset Management Greenwich, Connecticut	$55.4M	-$15.8M	1	3.22%	Reduced
129	Korea Investment Corp Seoul, South Korea	$55.4M	+$7.52M	2	0.46%	Increased
130	Los Angeles Capital Management Los Angeles, California	$54.5M	-$27.4M	2	0.52%	Reduced
131	ZDA Zweig-DiMenna Associates New York	$53.6M	+$30.9M	2	2.45%	Increased
132	Teacher Retirement System of Texas Austin, Texas	$52.3M	+$4.48M	4	0.43%	Increased
133	Polar Capital London, United Kingdom	$52.2M	+$19.5M	2	1.11%	Increased
134	AL AJO LP Philadelphia, Pennsylvania	$52.1M	-$13.2M	2	0.22%	Reduced
135	OAMG Odey Asset Management Group London, United Kingdom	$51.7M	+$33.2M	1	1.35%	Increased
136	BlackRock Japan Tokyo, Japan	$50.6M	-$2.1M	2	0.23%	Reduced
137	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$49.7M	-$12.6M	2	1.46%	Reduced
138	SA Smithwood Advisers Los Angeles, California	$49.4M	-$13.6M	1	3.53%	Reduced
139	Swiss National Bank Zurich, Switzerland	$49M	+$787K	4	0.18%	Increased
140	Federated Hermes Pittsburgh, Pennsylvania	$48.4M	+$5.88M	2	0.15%	Increased
141	Scout Investments Kansas City, Missouri	$48.3M	+$32.8M	1	0.56%	Increased
142	State of Wisconsin Investment Board Madison, Wisconsin	$47.9M	-$3.29M	3	0.17%	Reduced
143	PCM Palestra Capital Management New York	$47.6M	+$13.9M	1	3.93%	Increased
144	IIM Ivory Investment Management New York	$47.5M	+$39.3M	1	1.35%	New
145	Atalanta Sosnoff Capital New York	$47.4M	+$39.2M	1	1.04%	New
146	CCMH Cornerstone Capital Management Holdings New York	$45M	-$2.7M	3	0.49%	Reduced
147	Winton Group London, United Kingdom	$44M	+$36.6M	2	0.3%	New
148	Chevy Chase Trust Bethesda, Maryland	$43.2M	-$8.15M	2	0.3%	Reduced
149	VOYA Investment Management Atlanta, Georgia	$43.2M	-$7.49M	4	0.1%	Reduced
150	Dorsal Capital Management Redwood City, California	$41.2M	-$12.4M	2	7.27%	Reduced