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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	Eventide Asset Management Boston, Massachusetts	$46.6M	-$16M	1	2.85%	Reduced
127	Wedge Capital Management Charlotte, North Carolina	$46.3M	+$43.8M	1	0.46%	Increased
128	QAM Quentec Asset Management New York	$45.5M	+$2.34M	2	6.19%	Increased
129	Winton Group London, United Kingdom	$45M	-$7.89M	1	0.77%	Reduced
130	PHS PFM Health Sciences San Francisco, California	$44.2M	+$37.9M	1	1.29%	New
131	BlackRock Japan Tokyo, Japan	$42.8M	+$209K	2	0.15%	Increased
132	TSAM Trinity Street Asset Management London, United Kingdom	$42.8M	+$527K	1	7.43%	Increased
133	Nuveen Charlotte, North Carolina	$41.7M	+$3.98M	2	0.24%	Increased
134	Glenmede Trust Philadelphia, Pennsylvania	$41.4M	+$6.16M	3	0.23%	Increased
135	Edmond de Rothschild Holding Chambesy, Switzerland	$39.5M	-$23.2M	2	1.2%	Reduced
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$39.1M	-$247K	4	0.06%	Reduced
137	Vaughan Nelson Investment Management Houston, Texas	$38.9M	-$863K	1	0.46%	Reduced
138	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$38.4M	+$28.9M	2	0.84%	Increased
139	VanEck Associates New York	$38.4M	+$8.48M	2	0.18%	Increased
140	Edmond de Rothschild Asset Management (France) Paris, France	$38.2M	-$23.8M	1	1.66%	Reduced
141	Susquehanna International Group Bala Cynwyd, Pennsylvania	$38.1M	-$10.2M	1	0.02%	Reduced
142	Dana Investment Advisors Waukesha, Wisconsin	$37.4M	-$6.56M	1	1.79%	Reduced
143	State of Wisconsin Investment Board Madison, Wisconsin	$37.3M	-$666K	3	0.15%	Reduced
144	Citigroup New York	$37M	+$3.33M	4	0.03%	Increased
145	HSBC Holdings London, United Kingdom	$36.1M	+$2.82M	2	0.09%	Increased
146	CAM ClariVest Asset Management San Diego, California	$34.6M	+$1.42M	2	1%	Increased
147	RG Renaissance Group Covington, Kentucky	$33.8M	-$1.48M	1	1.37%	Reduced
148	DekaBank Deutsche Girozentrale Frankfurt, Germany	$33.8M	+$10.7M	2	0.37%	Increased
149	BA Boston Advisors Boston, Massachusetts	$33.7M	+$14.8M	2	0.83%	Increased
150	Jericho Capital Asset Management New York	$33.4M	+$28.6M	1	1.34%	New