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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	AA Antipodean Advisors New York	$68.5M	-$28.1M	1	6.68%	Reduced
127	Managed Account Advisors Jersey City, New Jersey	$68.3M	+$33.1M	4	0.08%	Increased
128	Korea Investment Corp Seoul, South Korea	$66.6M	+$7.6M	2	0.54%	Increased
129	Polar Capital London, United Kingdom	$66.1M	+$9.87M	2	1.39%	Increased
130	IIM Ivory Investment Management New York	$65.7M	+$15.5M	1	2.16%	Increased
131	RC RGM Capital Naples, Florida	$65.1M	-$7.38M	1	11.35%	Reduced
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$65.1M	-$1.43M	4	0.1%	Reduced
133	Frontier Capital Management Boston, Massachusetts	$64.5M	-$149K	2	0.52%	Reduced
134	DI Dalton Investments Las Vegas, Nevada	$63.8M	+$64.8K	1	13.14%	Increased
135	Citigroup New York	$63.4M	+$24.7M	5	0.06%	Increased
136	NAM NorthCoast Asset Management Greenwich, Connecticut	$62.6M	+$4.66M	1	3.09%	Increased
137	MTB Mizuho Trust & Banking Tokyo, Japan	$62.5M	-$1.91M	2	0.24%	Reduced
138	Atalanta Sosnoff Capital New York	$61.2M	+$11.3M	1	1.51%	Increased
139	State of Wisconsin Investment Board Madison, Wisconsin	$60.5M	+$9.86M	3	0.22%	Increased
140	Hermes Investment Management London Uk, United Kingdom	$60.5M	-$1.8M	2	1.55%	Reduced
141	KCM Kingdon Capital Management New York	$58.9M	-$7.7M	2	2.65%	Reduced
142	HSBC Holdings London, United Kingdom	$58.8M	-$73.6M	3	0.12%	Reduced
143	Federated Hermes Pittsburgh, Pennsylvania	$57.1M	+$6.19M	3	0.18%	Increased
144	Chevy Chase Trust Bethesda, Maryland	$55.4M	+$9.39M	2	0.36%	Increased
145	Swiss National Bank Zurich, Switzerland	$50.1M	-$1.06M	4	0.19%	Reduced
146	Thornburg Investment Management Santa Fe, New Mexico	$49.4M	+$17.7M	1	0.22%	Increased
147	Gotham Asset Management New York	$48.1M	+$43.3M	3	0.48%	Increased
148	First Eagle Investment Management New York	$48.1M	-$62.8M	1	0.12%	Reduced
149	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$48M	+$45.3M	1	0.78%	New
150	CCMH Cornerstone Capital Management Holdings New York	$47M	+$209K	3	0.51%	Increased