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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	State of Wisconsin Investment Board Madison, Wisconsin	$58.2M	+$6.05M	3	0.22%	Increased
127	Teacher Retirement System of Texas Austin, Texas	$58.1M	+$30.3M	2	0.41%	Increased
128	Aberdeen Asset Management Aberdeen, United Kingdom	$56.3M	+$9.98M	2	0.2%	Increased
129	Vaughan Nelson Investment Management Houston, Texas	$56.1M	-$1.07M	1	0.66%	Reduced
130	SIM Stelliam Investment Management New York	$55.1M	-$50M	1	2.12%	Reduced
131	Hosking Partners London, United Kingdom	$54.8M	+$4.03M	1	1.52%	Increased
132	APG Asset Management Amsterdam, Netherlands	$54.7M	-$12.2M	2	0.1%	Reduced
133	Jane Street New York	$54.4M	+$26.1M	2	0.24%	Increased
134	Westwood Holdings Group Dallas, Texas	$53.2M	+$82.3K	1	0.43%	Increased
135	Virginia Retirement Systems Richmond, Virginia	$51.8M	+$14.6M	2	0.67%	Increased
136	Canada Life Winnipeg, Manitoba, Canada	$50.5M	+$1.64M	4	0.14%	Increased
137	Artemis Investment Management Edinburgh, United Kingdom	$48.9M	+$23.4M	2	1.32%	Increased
138	ACI AMP Capital Investors Sydney, Australia	$48.6M	+$5.32M	2	0.29%	Increased
139	Scout Investments Kansas City, Missouri	$48M	+$5.95M	2	1.32%	Increased
140	HSBC Holdings London, United Kingdom	$47.1M	-$7.77M	2	0.1%	Reduced
141	Citigroup New York	$47M	-$46.9M	4	0.04%	Reduced
142	TGA Trilogy Global Advisors Winter Park, Florida	$46.8M	-$2.66M	2	1.57%	Reduced
143	Pictet Asset Management (UK) London, United Kingdom	$46.6M	+$18.2M	2	0.15%	Increased
144	BA Boston Advisors Boston, Massachusetts	$46.5M	-$1.7M	2	1.1%	Reduced
145	Jupiter Investment Management London, United Kingdom	$46.4M	+$37.9M	2	0.66%	Increased
146	GC Greenlight Capital New York	$46.2M	+$39.1M	1	0.64%	New
147	QAM Quentec Asset Management New York	$45M	-$26.6M	1	5.01%	Reduced
148	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$44.3M	-$4.94M	2	0.3%	Reduced
149	WM WS Management Jacksonville, Florida	$44M	+$14M	1	1.74%	Increased
150	Schroder Investment Management Group London, United Kingdom	$42.8M	-$19.1M	2	0.08%	Reduced