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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	Jane Street New York	$172M	+$109M	5	0.07%	Increased
127	LSV Asset Management Chicago, Illinois	$168M	-$95.7M	2	0.29%	Reduced
128	Polar Capital Holdings London, United Kingdom	$167M	-$242K	1	0.72%	Reduced
129	SCM Shapiro Capital Management Atlanta, Georgia	$162M	+$9.67M	1	2.82%	Increased
130	Los Angeles Capital Management Los Angeles, California	$158M	-$8.17M	4	0.7%	Reduced
131	Two Sigma Investments New York	$151M	+$139M	5	0.34%	Increased
132	Envestnet Asset Management Chicago, Illinois	$150M	+$9.91M	4	0.09%	Increased
133	Menora Mivtachim Holdings Ramat Gan, Israel	$149M	-$52.5M	1	2.15%	Reduced
134	Crake Asset Management London, United Kingdom	$149M	+$62.4M	1	7.73%	Increased
135	Ninety One (UK) London, United Kingdom	$145M	-$5.18M	1	0.38%	Reduced
136	Man Group London, United Kingdom	$144M	+$27.9M	3	0.51%	Increased
137	Nomura Asset Management Tokyo, Japan	$144M	+$11.3M	2	0.83%	Increased
138	Brandywine Global Investment Management Philadelphia, Pennsylvania	$143M	+$13.3M	1	1.06%	Increased
139	KBC Group Brussels, Belgium	$140M	+$1.33M	3	0.51%	Increased
140	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$138M	+$24.8M	2	0.21%	Increased
141	WM Wishbone Management Chicago, Illinois	$138M	+$12M	1	21.27%	Increased
142	Royal London Asset Management United Kingdom	$137M	-$5.74M	2	0.56%	Reduced
143	Retirement Systems of Alabama Montgomery, Alabama	$136M	+$9.24M	2	0.49%	Increased
144	CI Investments Inc Toronto, Ontario, Canada	$134M	-$8.24M	2	0.49%	Reduced
145	Calamos Advisors Naperville, Illinois	$133M	-$2.5M	2	0.61%	Reduced
146	Eventide Asset Management Boston, Massachusetts	$133M	$0	1	1.79%	Maintained
147	DS Dalal Street West Lake Hills, Texas	$132M	$0	1	47.5%	Maintained
148	Wedge Capital Management Charlotte, North Carolina	$132M	-$2.75M	2	1.61%	Reduced
149	Pinnacle Associates New York	$132M	-$8.55M	3	2.38%	Reduced
150	Frontier Capital Management Boston, Massachusetts	$131M	-$16.3M	1	0.96%	Reduced