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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	Jupiter Investment Management London, United Kingdom	$35.7M	+$34M	2	0.67%	New
127	BlackRock Japan Tokyo, Japan	$35.1M	-$3.48M	3	0.13%	Reduced
128	Scout Investments Kansas City, Missouri	$34.9M	+$14.7M	2	0.97%	Increased
129	QAM Quentec Asset Management New York	$33.9M	+$14.8M	2	4.21%	Increased
130	MAM Majedie Asset Management London, United Kingdom	$33.8M	-$1.43M	1	5.58%	Reduced
131	Employees Retirement System of Texas Austin, Texas	$33.1M	+$8.33M	3	0.45%	Increased
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$32.6M	+$1.22M	4	0.05%	Increased
133	Nuveen Charlotte, North Carolina	$32.4M	-$1.14M	2	0.2%	Reduced
134	MC Maplelane Capital New York	$31.7M	+$29.4M	2	1.35%	New
135	RG Renaissance Group Covington, Kentucky	$31.4M	-$981K	1	1.32%	Reduced
136	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.1M	+$1.7M	2	0.14%	Increased
137	Glenmede Trust Philadelphia, Pennsylvania	$30.9M	+$2.24M	3	0.19%	Increased
138	State of Wisconsin Investment Board Madison, Wisconsin	$30.9M	+$4.45M	3	0.12%	Increased
139	Vaughan Nelson Investment Management Houston, Texas	$30.9M	-$2.1M	1	0.39%	Reduced
140	GAMA Graticule Asia Macro Advisors New York	$30.6M	+$22.2M	1	3.18%	Increased
141	CC Crosslink Capital Menlo Park, California	$29.8M	+$7.43M	2	5.35%	Increased
142	CAM ClariVest Asset Management San Diego, California	$29.3M	-$315K	1	0.87%	Reduced
143	Stifel Financial St. Louis, Missouri	$28.8M	-$2.08M	2	0.13%	Reduced
144	Citigroup New York	$27.1M	-$5.8M	4	0.03%	Reduced
145	Cambiar Investors Denver, Colorado	$27M	-$1.81M	1	0.38%	Reduced
146	Calamos Advisors Naperville, Illinois	$26.3M	+$22.1M	2	0.18%	Increased
147	HSBC Holdings London, United Kingdom	$26.2M	-$1.99M	2	0.07%	Reduced
148	TGA Trilogy Global Advisors Winter Park, Florida	$26.1M	-$6.96M	1	0.8%	Reduced
149	Foresters Investment Management New York	$26.1M	+$4.49M	1	0.5%	Increased
150	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$25.9M	-$95.8K	3	0.34%	Reduced