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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	Zurich Cantonal Bank Zurich, Switzerland	$39.2M	+$37.3M	3	0.54%	Increased
152	Atalanta Sosnoff Capital New York	$38.4M	-$29.9M	1	1.02%	Reduced
153	IIM Ivory Investment Management New York	$38.2M	-$19.6M	1	0.9%	Reduced
154	SCGE Management Menlo Park, California	$38M	+$7.47M	1	5.46%	Increased
155	MAM Myriad Asset Management North Point, Hong Kong	$37.5M	+$18M	1	3.63%	Increased
156	NFA Nationwide Fund Advisors Columbus, Ohio	$37.2M	-$883K	4	0.15%	Reduced
157	SM Scoggin Management New York	$37.1M	+$36.7M	1	3%	Increased
158	Stifel Financial St. Louis, Missouri	$37M	+$15.7M	3	0.2%	Increased
159	Commerzbank Aktiengesellschaft Frankfurt, Germany	$36.2M	+$3.98M	3	0.22%	Increased
160	Bridgewater Associates Westport, Connecticut	$36.1M	+$24.4M	2	0.28%	Increased
161	Aberdeen Asset Management Aberdeen, United Kingdom	$35.7M	+$10.9M	2	0.1%	Increased
162	CCI Credit Capital Investments Livingston, New Jersey	$35.6M	+$5.08M	1	20.52%	Increased
163	Balyasny Asset Management Chicago, Illinois	$33.9M	+$8.29M	3	0.27%	Increased
164	Dorsal Capital Management Redwood City, California	$33.4M	+$17.8M	1	5.41%	Increased
165	Marshall Wace London, United Kingdom	$32.9M	-$57.8M	2	0.43%	Reduced
166	Luther King Capital Management (LKCM) Fort Worth, Texas	$32.2M	-$8.63M	1	0.27%	Reduced
167	Bridgeway Capital Management Houston, Texas	$31.2M	+$2.73M	2	0.64%	Increased
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$30.7M	-$12.1M	3	0.18%	Reduced
169	HCM Hawkeye Capital Management Miami Beach, Florida	$30.5M	$0	1	13.89%	Maintained
170	QS Investors New York	$29.7M	-$4.39M	3	0.34%	Reduced
171	CIBC World Markets New York	$29.5M	+$32.8M	2	1.82%	New
172	CCMH Cornerstone Capital Management Holdings New York	$29.3M	-$4.09M	3	0.27%	Reduced
173	VanEck Associates New York	$28.7M	+$3.6M	2	0.17%	Increased
174	TCA Taconic Capital Advisors New York	$28.5M	+$22.4M	1	1.26%	Increased
175	PEAK6 Group Chicago, Illinois	$28.3M	+$15.1M	1	0.22%	Increased