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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	Virginia Retirement Systems Richmond, Virginia	$27.7M	+$13.3M	2	0.42%	Increased
152	Zurich Cantonal Bank Zurich, Switzerland	$27.6M	-$295K	3	0.38%	Reduced
153	Canada Life Winnipeg, Manitoba, Canada	$27.5M	+$4.62M	4	0.1%	Increased
154	Vaughan Nelson Investment Management Houston, Texas	$27M	+$12.6M	1	0.38%	Increased
155	TD Asset Management Toronto, Ontario, Canada	$26.9M	+$4.18M	2	0.05%	Increased
156	PEAK6 Group Chicago, Illinois	$26.7M	+$9.9M	3	0.16%	Increased
157	VanEck Associates New York	$26.7M	+$3.93M	2	0.16%	Increased
158	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$26.6M	+$17.2M	1	1.12%	Increased
159	Walleye Trading New York	$26.5M	+$18.5M	3	0.26%	Increased
160	Korea Investment Corp Seoul, South Korea	$25.9M	-$10.3M	2	0.22%	Reduced
161	CCI Credit Capital Investments Livingston, New Jersey	$25.1M	+$560K	1	15.62%	Increased
162	QAM Quentec Asset Management New York	$24.6M	-$490K	2	4.93%	Reduced
163	Highbridge Capital Management New York	$24.6M	-$6.08M	1	0.31%	Reduced
164	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$24.3M	-$1.29M	3	0.14%	Reduced
165	ZDA Zweig-DiMenna Associates New York	$24.1M	+$18.9M	1	1.33%	Increased
166	NIMC NWQ Investment Management Company Los Angeles, California	$24M	-$925K	1	0.33%	Reduced
167	OCMI Oaktop Capital Management II Chatham, New Jersey	$24M	$0	1	5.07%	Maintained
168	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$23.5M	+$2.86M	3	0.06%	Increased
169	Natixis Paris, France	$23.4M	+$26.6M	2	0.32%	New
170	Comerica Bank Dallas, Texas	$23.3M	+$13.1M	2	0.1%	Increased
171	EA Euclid Advisors Hartford, Connecticut	$22.8M	+$17.3M	2	0.45%	Increased
172	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$22.8M	+$19.9M	2	0.34%	Increased
173	RIM Rainier Investment Management Seattle, Washington	$22.2M	-$22.7M	2	0.7%	Reduced
174	PGGM Investments Zeist, Netherlands	$22M	+$27.3M	2	0.11%	New
175	AL AJO LP Philadelphia, Pennsylvania	$21.9M	-$92.9M	2	0.09%	Reduced