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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	RIM Rainier Investment Management Seattle, Washington	$24.2M	+$3.09M	1	0.95%	Increased
152	IIM Ivory Investment Management New York	$24M	-$90.4M	1	0.64%	Reduced
153	ACI AMP Capital Investors Sydney, Australia	$24M	+$9.97M	3	0.16%	Increased
154	Employees Retirement System of Texas Austin, Texas	$24M	-$988K	3	0.33%	Reduced
155	Zurich Cantonal Bank Zurich, Switzerland	$23.8M	-$2.72M	4	0.3%	Reduced
156	OCMI Oaktop Capital Management II Chatham, New Jersey	$23.4M	$0	1	5.24%	Maintained
157	Adage Capital Partners Boston, Massachusetts	$23.2M	-$19.8M	1	0.06%	Reduced
158	Glenmede Trust Philadelphia, Pennsylvania	$22.7M	+$17.6M	3	0.16%	Increased
159	Panagora Asset Management Boston, Massachusetts	$22.6M	-$7.02M	4	0.11%	Reduced
160	AL AJO LP Philadelphia, Pennsylvania	$22.3M	+$7.97M	1	0.1%	Increased
161	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.2M	-$4.84M	1	0.21%	Reduced
162	Aberdeen Asset Management Aberdeen, United Kingdom	$22.2M	-$4.35M	2	0.08%	Reduced
163	MCM McKinley Capital Management Anchorage, Alaska	$21.6M	-$1.01M	1	1%	Reduced
164	QAM Quentec Asset Management New York	$21.4M	-$2.65M	2	3.76%	Reduced
165	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$21.2M	+$25.4M	1	0.39%	New
166	SEI Investments Oaks, Pennsylvania	$20.6M	+$11.6M	4	0.13%	Increased
167	DI Dalton Investments Las Vegas, Nevada	$20.5M	-$12.8M	1	6.08%	Reduced
168	DekaBank Deutsche Girozentrale Frankfurt, Germany	$20.3M	-$1.73M	2	0.23%	Reduced
169	CC Crosslink Capital Menlo Park, California	$20.2M	-$2.11M	2	2.92%	Reduced
170	APCM Arbiter Partners Capital Management New York	$19.5M	$0	1	2.5%	Maintained
171	PCM Penn Capital Management Philadelphia, Pennsylvania	$19.2M	-$3M	1	0.85%	Reduced
172	DnB Asset Management Oslo, Norway	$19.2M	+$14.8M	1	0.41%	Increased
173	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$18.9M	+$1.18M	2	0.2%	Increased
174	MAM Majedie Asset Management London, United Kingdom	$18.8M	-$6.85M	1	2.6%	Reduced
175	Hosking Partners London, United Kingdom	$18.4M	-$1.5M	1	0.85%	Reduced