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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
151	KI Kalmar Investments Greenville, Delaware	$13.9M	+$14.2M	1	0.27%	New
152	OCMI Oaktop Capital Management II Chatham, New Jersey	$13.1M	+$13.3M	1	3.93%	New
153	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$13M	+$10M	1	0.23%	New
154	Retirement Systems of Alabama Montgomery, Alabama	$12.9M	+$11M	2	0.09%	New
155	Thrivent Financial for Lutherans Minneapolis, Minnesota	$12.9M	+$13M	2	0.08%	New
156	PP PDT Partners New York	$12.9M	+$13.1M	1	0.32%	New
157	Needham Investment Management New York	$12.7M	+$10.3M	1	2.97%	New
158	TD Asset Management Toronto, Ontario, Canada	$12.6M	+$10.8M	2	0.03%	New
159	Managed Account Advisors Jersey City, New Jersey	$12.5M	+$12.3M	3	0.02%	New
160	GH GAM Holding Zurich, Switzerland	$12.5M	+$9.89M	2	0.27%	New
161	AC Amiya Capital London, United Kingdom	$12.3M	+$9.53M	1	4.13%	New
162	PCMF Private Capital Management (Florida) Naples, Florida	$12.2M	+$12.4M	1	1.15%	New
163	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$11.9M	+$9.65M	2	0.09%	New
164	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.9M	+$9.94M	3	0.05%	New
165	Bank of Montreal Toronto, Ontario, Canada	$11.9M	+$11.2M	3	0.02%	New
166	ACQC Asian Century Quest Capital New York	$11.9M	+$9.17M	1	2.97%	New
167	Pictet Asset Management (UK) London, United Kingdom	$11.8M	+$10.1M	2	0.07%	New
168	Capital Fund Management (CFM) Paris, France	$11.6M	+$9.01M	2	0.18%	New
169	ECM Empire Capital Management Westport, Connecticut	$11.5M	+$11.8M	1	1.39%	New
170	B BP London, United Kingdom	$11.5M	+$8.87M	1	0.69%	New
171	CCM Cobalt Capital Management Short Hills, New Jersey	$11.5M	+$8.87M	1	1.1%	New
172	AA Ancient Art Austin, Texas	$11.4M	+$8.84M	1	3.12%	New
173	Northern Trust Company of Connecticut Stamford, Connecticut	$11.4M	+$10.4M	2	0.08%	New
174	TPSF Texas Permanent School Fund Austin, Texas	$11.3M	+$9.63M	2	0.12%	New
175	Hermes Investment Management London Uk, United Kingdom	$10.8M	+$8.48M	2	0.42%	New