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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	DCM Dupont Capital Management Wilmington, Delaware	$25.6M	-$3.11M	1	0.57%	Reduced
152	Factory Mutual Insurance Waltham, Massachusetts	$24.8M	-$5.34M	1	0.33%	Reduced
153	OCMI Oaktop Capital Management II Chatham, New Jersey	$24.8M	$0	1	6%	Maintained
154	Canada Life Winnipeg, Manitoba, Canada	$24.3M	+$6.07M	4	0.07%	Increased
155	ACI AMP Capital Investors Sydney, Australia	$24.3M	-$4.82M	3	0.16%	Reduced
156	Credit Agricole Montrouge Cedex, France	$24.2M	-$6.55M	2	0.09%	Reduced
157	Edge Asset Management Seattle, Washington	$24.2M	+$9.45M	1	0.22%	Increased
158	VanEck Associates New York	$23.7M	+$9.24M	2	0.12%	Increased
159	Hosking Partners London, United Kingdom	$23.4M	+$2.51M	1	0.97%	Increased
160	RS Investment Management San Francisco, California	$23.2M	-$566K	2	0.24%	Reduced
161	Balyasny Asset Management Chicago, Illinois	$22.1M	+$10.8M	1	0.14%	Increased
162	Aviva London, United Kingdom	$21.8M	+$2.4M	2	0.15%	Increased
163	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$21.5M	+$1.41M	2	0.19%	Increased
164	Aberdeen Asset Management Aberdeen, United Kingdom	$21.3M	-$820K	2	0.08%	Reduced
165	Eagle Asset Management St Petersburg, Florida	$20.9M	+$18.6M	2	0.14%	New
166	STRS Ohio Columbus, Ohio	$20.9M	-$3.53M	3	0.09%	Reduced
167	HT HAP Trading New York	$20.4M	-$2.89M	1	1.19%	Reduced
168	Federated Hermes Pittsburgh, Pennsylvania	$20.1M	-$9.98M	3	0.06%	Reduced
169	DI Dalton Investments Las Vegas, Nevada	$19.6M	-$284K	1	7.9%	Reduced
170	SEI Investments Oaks, Pennsylvania	$19.6M	+$2.71M	4	0.12%	Increased
171	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.2M	+$2.46M	1	1.05%	Increased
172	DnB Asset Management Oslo, Norway	$19.1M	-$17.3M	2	0.41%	Reduced
173	CCMH Cornerstone Capital Management Holdings New York	$18.8M	-$5.55M	4	0.15%	Reduced
174	Royce & Associates New York	$18.6M	+$738K	2	0.12%	Increased
175	DekaBank Deutsche Girozentrale Frankfurt, Germany	$18.6M	-$1.23M	2	0.21%	Reduced