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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	Axa Paris, France	$22.4M	+$12.4M	2	0.1%	Increased
152	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$22.1M	+$9.84M	3	0.29%	Increased
153	State of Wisconsin Investment Board Madison, Wisconsin	$22M	-$1.72M	3	0.09%	Reduced
154	Reinhart Partners Mequon, Wisconsin	$21.9M	+$5.62M	1	2.26%	Increased
155	CCMH Cornerstone Capital Management Holdings New York	$21.9M	+$7.9M	4	0.18%	Increased
156	Foresters Investment Management New York	$21M	+$2.84M	1	0.43%	Increased
157	Aberdeen Asset Management Aberdeen, United Kingdom	$20.6M	+$1.65M	2	0.07%	Increased
158	CC Crosslink Capital Menlo Park, California	$20.4M	+$549K	2	3.39%	Increased
159	AL AJO LP Philadelphia, Pennsylvania	$19.9M	+$3.59M	1	0.09%	Increased
160	Employees Retirement System of Texas Austin, Texas	$19.4M	+$608K	3	0.27%	Increased
161	STRS Ohio Columbus, Ohio	$19.3M	-$43.5K	2	0.09%	Reduced
162	SI Sensato Investors San Francisco, California	$19.1M	+$16.8M	1	3.4%	New
163	DekaBank Deutsche Girozentrale Frankfurt, Germany	$18.5M	-$422K	2	0.22%	Reduced
164	Luther King Capital Management (LKCM) Fort Worth, Texas	$18.3M	-$7.24M	1	0.18%	Reduced
165	HT HAP Trading New York	$18.2M	+$4.96M	1	1.33%	Increased
166	6CM 683 Capital Management New York	$18M	+$5.23M	1	3.2%	Increased
167	BA Boston Advisors Boston, Massachusetts	$17.5M	+$569K	1	0.43%	Increased
168	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$17.2M	+$654K	2	0.17%	Increased
169	Scout Investments Kansas City, Missouri	$16.8M	+$705K	1	0.46%	Increased
170	Fifth Third Bancorp Cincinnati, Ohio	$16.3M	-$1.07M	2	0.14%	Reduced
171	PGGM Investments Zeist, Netherlands	$16.1M	+$377K	2	0.09%	Increased
172	Aviva London, United Kingdom	$16M	+$3.63M	2	0.12%	Increased
173	VOYA Investment Management Atlanta, Georgia	$15.9M	+$1.64M	4	0.04%	Increased
174	Meag Munich Ergo Munich, Germany	$15.7M	+$14.4M	2	0.81%	New
175	Hosking Partners London, United Kingdom	$15.5M	+$2.02M	1	0.71%	Increased