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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	MDSL M.D. Sass LLC New York	$46.6M	+$16.9M	1	2.71%	Increased
152	CAM ClariVest Asset Management San Diego, California	$44.8M	+$12M	3	1.64%	Increased
153	CCP Clough Capital Partners Boston, Massachusetts	$44.3M	+$42.3M	1	1.66%	New
154	Luther King Capital Management (LKCM) Fort Worth, Texas	$43.9M	+$16.9M	1	0.36%	Increased
155	Renaissance Technologies New York	$43.9M	-$54.3M	5	0.12%	Reduced
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$42.2M	+$1.08M	3	0.25%	Increased
157	HCM Hawkeye Capital Management Miami Beach, Florida	$42M	-$21M	1	16.85%	Reduced
158	OAM Oxford Asset Management Oxford, United Kingdom	$41.6M	+$3.77M	1	0.95%	Increased
159	VOYA Investment Management Atlanta, Georgia	$40.6M	-$1.8M	4	0.09%	Reduced
160	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$39.9M	-$18M	2	0.14%	Reduced
161	Jupiter Investment Management London, United Kingdom	$39.7M	+$37.5M	1	1.96%	New
162	NFA Nationwide Fund Advisors Columbus, Ohio	$39.6M	+$3.27M	4	0.17%	Increased
163	SCGE Management Menlo Park, California	$39.4M	$0	1	4.89%	Maintained
164	USAA United Services Automobile Association San Antonio, Texas	$39.2M	-$3.26M	2	0.14%	Reduced
165	British Columbia Investment Management Victoria, British Columbia, Canada	$38.7M	+$1.25M	2	0.32%	Increased
166	ACI AMP Capital Investors Sydney, Australia	$37.8M	+$5.75M	2	0.24%	Increased
167	PCM Palestra Capital Management New York	$37.7M	-$11.2M	1	3.22%	Reduced
168	OppenheimerFunds New York	$35.9M	+$13.6M	2	0.04%	Increased
169	RG Renaissance Group Covington, Kentucky	$35.4M	-$4.84M	1	1.4%	Reduced
170	Aberdeen Asset Management Aberdeen, United Kingdom	$35.3M	+$11.1M	2	0.08%	Increased
171	VanEck Associates New York	$34.3M	+$2.06M	2	0.18%	Increased
172	BWCA Brenner West Capital Advisors New York	$33.9M	-$6.96M	1	4.11%	Reduced
173	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$33.7M	+$687K	3	0.09%	Increased
174	Nomura Holdings Tokyo, Japan	$33.7M	+$2.91M	4	0.09%	Increased
175	Parnassus Investments San Francisco, California	$33.6M	$0	1	0.29%	Maintained