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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	Calamos Advisors Naperville, Illinois	$42.8M	-$4.09M	2	0.34%	Reduced
152	Aviva London, United Kingdom	$42.4M	-$1.4M	2	0.24%	Reduced
153	CAM ClariVest Asset Management San Diego, California	$42.2M	-$3.77M	2	1.06%	Reduced
154	Stifel Financial St. Louis, Missouri	$42.1M	-$2.2M	2	0.16%	Reduced
155	Eventide Asset Management Boston, Massachusetts	$42M	-$235K	1	2.78%	Reduced
156	Point72 Asset Management Stamford, Connecticut	$41.7M	-$87.9M	1	0.23%	Reduced
157	DnB Asset Management Oslo, Norway	$41.6M	+$31.1M	2	0.65%	Increased
158	Employees Retirement System of Texas Austin, Texas	$41.5M	+$7.33M	3	0.57%	Increased
159	British Columbia Investment Management Victoria, British Columbia, Canada	$41M	+$12.9M	2	0.33%	Increased
160	Group One Trading Chicago, Illinois	$38.2M	+$19.1M	2	0.44%	Increased
161	OCMI Oaktop Capital Management II Chatham, New Jersey	$37.8M	$0	1	7.46%	Maintained
162	Dana Investment Advisors Waukesha, Wisconsin	$36.9M	-$5.32M	1	1.72%	Reduced
163	OAM Origin Asset Management London, United Kingdom	$36.7M	+$167K	1	2.28%	Increased
164	TSAM Trinity Street Asset Management London, United Kingdom	$36.4M	-$12.5M	1	6%	Reduced
165	Axa Paris, France	$36.3M	-$5.49M	2	0.16%	Reduced
166	Walleye Trading New York	$36.1M	+$12.5M	4	0.25%	Increased
167	Eagle Asset Management St Petersburg, Florida	$35M	+$1.2M	2	0.22%	Increased
168	AMF Tjänstepension Stockholm, Sweden	$35M	-$531K	1	0.4%	Reduced
169	1832 Asset Management Toronto, Ontario, Canada	$34.9M	-$6.09M	2	0.12%	Reduced
170	Nuveen Charlotte, North Carolina	$33.8M	-$19.2M	2	0.2%	Reduced
171	RG Renaissance Group Covington, Kentucky	$33.6M	-$7.89M	1	1.27%	Reduced
172	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$33.5M	+$30.7M	1	0.83%	New
173	Winton Group London, United Kingdom	$33.5M	-$1.93M	1	0.91%	Reduced
174	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33M	$0	2	0.19%	Maintained
175	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$32.7M	-$16.7M	2	0.38%	Reduced