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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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$87.9M	-$3.84M	3	0.18%	Reduced
127	Canada Life Winnipeg, Manitoba, Canada	$86.7M	+$2.16M	4	0.22%	Increased
128	SEI Investments Oaks, Pennsylvania	$83.8M	+$5.78M	4	0.3%	Increased
129	Jane Street New York	$81.9M	-$21.4M	2	0.26%	Reduced
130	RC RGM Capital Naples, Florida	$81.8M	-$13M	1	8.45%	Reduced
131	Macquarie Group Sydney, NSW 2000, Australia	$80.3M	+$50.6M	3	0.14%	Increased
132	VanEck Associates New York	$79.7M	+$20.2M	2	0.41%	Increased
133	HSBC Holdings London, United Kingdom	$79.6M	+$3.06M	3	0.13%	Increased
134	USS Investment Management London, United Kingdom	$79.4M	-$14.3M	1	0.61%	Reduced
135	STRS Ohio Columbus, Ohio	$75.3M	-$15.6M	2	0.32%	Reduced
136	OppenheimerFunds New York	$74M	-$9.19M	3	0.09%	Reduced
137	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$70.6M	+$2.52M	2	0.39%	Increased
138	CCP Clough Capital Partners Boston, Massachusetts	$67.4M	+$44.1M	2	4.52%	Increased
139	GC GMT Capital Atlanta, Georgia	$66.9M	-$665K	1	1.34%	Reduced
140	Virginia Retirement Systems Richmond, Virginia	$66M	-$3.88M	2	0.8%	Reduced
141	CIBC World Markets New York	$64.6M	+$12.3M	2	0.62%	Increased
142	BA Boston Advisors Boston, Massachusetts	$64.1M	+$338K	2	1.45%	Increased
143	ACI AMP Capital Investors Sydney, Australia	$63.2M	+$10.5M	2	0.36%	Increased
144	Group One Trading Chicago, Illinois	$62.8M	-$2.81M	3	0.57%	Reduced
145	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$62.5M	+$2.6M	3	0.75%	Increased
146	Panagora Asset Management Boston, Massachusetts	$62.4M	-$28.4M	4	0.25%	Reduced
147	CF Cypress Funds Los Angeles, California	$62.1M	+$15.8M	2	12.71%	Increased
148	Aviva London, United Kingdom	$62.1M	+$1.05M	2	0.33%	Increased
149	Hosking Partners London, United Kingdom	$61.5M	+$198K	1	1.6%	Increased
150	DZ Bank Frankfurt Am Main, Germany	$61.5M	+$22.4M	2	0.25%	Increased