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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	CCM Criterion Capital Management San Francisco, California	$30.4M	-$9.99M	1	1.25%	Reduced
127	Credit Agricole Montrouge Cedex, France	$29.4M	-$8.74M	2	0.14%	Reduced
128	CAM ClariVest Asset Management San Diego, California	$29.1M	-$2.36M	2	0.88%	Reduced
129	Citigroup New York	$28.5M	-$9.29K	5	0.03%	Reduced
130	DCM Dupont Capital Management Wilmington, Delaware	$28.3M	+$15.4M	2	0.65%	Increased
131	Glenmede Trust Philadelphia, Pennsylvania	$28M	+$3.9M	3	0.18%	Increased
132	Federated Hermes Pittsburgh, Pennsylvania	$27.6M	-$15.5M	3	0.09%	Reduced
133	Adage Capital Partners Boston, Massachusetts	$27.5M	+$8.89M	2	0.07%	Increased
134	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$27.3M	+$9K	4	0.02%	Increased
135	MAM Majedie Asset Management London, United Kingdom	$27M	+$14M	1	3.97%	Increased
136	ACI AMP Capital Investors Sydney, Australia	$27M	+$5.51M	3	0.18%	Increased
137	State of New Jersey Common Pension Fund D Trenton, New Jersey	$26.8M	-$25M	2	0.12%	Reduced
138	TGA Trilogy Global Advisors Winter Park, Florida	$26.3M	-$6.79M	1	0.72%	Reduced
139	Stifel Financial St. Louis, Missouri	$26M	-$197K	2	0.14%	Reduced
140	Vaughan Nelson Investment Management Houston, Texas	$25.4M	+$978K	1	0.32%	Increased
141	RIM Rainier Investment Management Seattle, Washington	$24.9M	-$305K	1	1.11%	Reduced
142	MCM McKinley Capital Management Anchorage, Alaska	$24.6M	+$2.24M	2	1.19%	Increased
143	Gotham Asset Management New York	$24.5M	-$53.8M	2	0.27%	Reduced
144	Fred Alger Management New York	$24.4M	-$92.9M	2	0.12%	Reduced
145	OCMI Oaktop Capital Management II Chatham, New Jersey	$24.3M	$0	1	5.89%	Maintained
146	Factory Mutual Insurance Waltham, Massachusetts	$23.8M	+$1.34M	1	0.31%	Increased
147	Teacher Retirement System of Texas Austin, Texas	$23.8M	-$25.5M	4	0.16%	Reduced
148	GC GMT Capital Atlanta, Georgia	$23.6M	+$20.8M	1	0.58%	New
149	RS Investment Management San Francisco, California	$23.2M	+$4.2M	1	0.23%	Increased
150	HSBC Holdings London, United Kingdom	$23.2M	-$49.8M	2	0.07%	Reduced