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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	RG Renaissance Group Covington, Kentucky	$34.8M	-$2.88M	1	1.41%	Reduced
152	VanEck Associates New York	$34.6M	-$9.66M	2	0.17%	Reduced
153	Stifel Financial St. Louis, Missouri	$34.6M	-$3.82M	2	0.15%	Reduced
154	Aviva London, United Kingdom	$34.3M	+$1.56M	2	0.2%	Increased
155	ACI AMP Capital Investors Sydney, Australia	$34.3M	+$3.21M	2	0.21%	Increased
156	1832 Asset Management Toronto, Ontario, Canada	$34.1M	+$829K	2	0.1%	Increased
157	Axa Paris, France	$33.7M	-$1.33M	2	0.16%	Reduced
158	Los Angeles Capital Management Los Angeles, California	$33.6M	+$7.58M	2	0.26%	Increased
159	Scout Investments Kansas City, Missouri	$32.6M	-$24.7M	2	0.91%	Reduced
160	CC Crosslink Capital Menlo Park, California	$31.2M	-$3.48M	2	5%	Reduced
161	OCMI Oaktop Capital Management II Chatham, New Jersey	$31.1M	$0	1	6.8%	Maintained
162	OAM Origin Asset Management London, United Kingdom	$30.1M	+$28.9M	1	1.98%	New
163	MCM McKinley Capital Management Anchorage, Alaska	$29.9M	-$1.87M	1	1.17%	Reduced
164	Gotham Asset Management New York	$29.8M	+$3.58M	1	0.38%	Increased
165	Winton Group London, United Kingdom	$29.3M	-$20.2M	1	0.97%	Reduced
166	AMF Tjänstepension Stockholm, Sweden	$29.3M	+$11.3M	1	0.34%	Increased
167	SG Americas Securities New York	$29.3M	-$44.8M	2	0.25%	Reduced
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$29.2M	+$8.37M	2	0.16%	Increased
169	Glenmede Trust Philadelphia, Pennsylvania	$28.2M	-$17.3M	3	0.15%	Reduced
170	Virginia Retirement Systems Richmond, Virginia	$27.9M	+$25.5M	2	0.39%	New
171	DP DSAM Partners London, United Kingdom	$26.7M	+$22.9M	1	7.36%	New
172	STRS Ohio Columbus, Ohio	$26.5M	-$5.04M	2	0.12%	Reduced
173	VOYA Investment Management Atlanta, Georgia	$26.4M	-$9.7M	4	0.06%	Reduced
174	Foresters Investment Management New York	$26M	-$7.07M	1	0.46%	Reduced
175	Employees Retirement System of Texas Austin, Texas	$26M	-$6.72M	3	0.35%	Reduced