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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	CCM Cadian Capital Management New York	$23.2M	-$220M	1	0.84%	Reduced
152	Parnassus Investments San Francisco, California	$22.9M	+$18.3M	1	0.17%	Increased
153	PCM Penn Capital Management Philadelphia, Pennsylvania	$22.6M	-$621K	1	1.19%	Reduced
154	QAM Quentec Asset Management New York	$22.5M	+$3.17M	2	3.87%	Increased
155	STRS Ohio Columbus, Ohio	$22.4M	+$13M	2	0.11%	Increased
156	6CM 683 Capital Management New York	$22M	+$16M	1	3.23%	Increased
157	UBS O'Connor Chicago, Illinois	$21.4M	-$22M	1	0.2%	Reduced
158	Harris Associates Chicago, Illinois	$21.3M	-$1.73M	1	0.04%	Reduced
159	Bridgeway Capital Management Houston, Texas	$21.3M	+$7.42M	2	0.45%	Increased
160	CCI Credit Capital Investments Livingston, New Jersey	$21M	+$1.2M	1	14.1%	Increased
161	Hosking Partners London, United Kingdom	$20.9M	+$24M	2	1.02%	New
162	APCM Arbiter Partners Capital Management New York	$20.7M	+$11.5M	1	2.03%	Increased
163	Walleye Trading New York	$19.7M	-$1.58M	4	0.18%	Reduced
164	OCMI Oaktop Capital Management II Chatham, New Jersey	$19.2M	$0	1	4.32%	Maintained
165	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.2M	+$4.85M	2	0.23%	Increased
166	State of Wisconsin Investment Board Madison, Wisconsin	$18.9M	-$5.01M	3	0.07%	Reduced
167	MCM McKinley Capital Management Anchorage, Alaska	$18.6M	+$2.08M	1	0.91%	Increased
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$18.4M	-$1.2M	3	0.12%	Reduced
169	PEAK6 Group Chicago, Illinois	$18.2M	-$3.41M	2	0.1%	Reduced
170	HT HAP Trading New York	$18.1M	+$7.26M	2	0.94%	Increased
171	RIM Ranger Investment Management Dallas, Texas	$18.1M	+$19.9M	1	1.02%	New
172	CC Crosslink Capital Menlo Park, California	$18M	+$18.6M	2	2.51%	Increased
173	Brown Advisory Baltimore, Maryland	$17.9M	+$15.6M	2	0.06%	Increased
174	ED Exane Derivatives Paris, France	$17.7M	+$18.6M	2	2.24%	Increased
175	Flossbach Von Storch Cologne, Germany	$17.7M	+$2.69M	1	0.31%	Increased