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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	ACI AMP Capital Investors Sydney, Australia	$33.2M	-$7.99M	2	0.21%	Reduced
152	Massachusetts Financial Services Boston, Massachusetts	$33M	+$32.8M	1	0.02%	Increased
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33M	-$1.49M	2	0.19%	Reduced
154	Westwood Holdings Group Dallas, Texas	$32.6M	-$501K	1	0.37%	Reduced
155	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$32.1M	+$3.03M	4	0.44%	Increased
156	Neuberger Berman Group New York	$32.1M	+$9.65M	3	0.04%	Increased
157	D1 Capital Partners New York	$32M	+$33.7M	1	0.61%	New
158	CIM Chiron Investment Management New York	$31.9M	+$38.1M	1	4.02%	New
159	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$31.7M	-$12.9M	2	0.05%	Reduced
160	Royal London Asset Management United Kingdom	$31.6M	+$3.03M	2	0.28%	Increased
161	Eventide Asset Management Boston, Massachusetts	$30.9M	$0	1	1.37%	Maintained
162	Glenmede Trust Philadelphia, Pennsylvania	$30.9M	-$34.4M	4	0.15%	Reduced
163	Treasurer of the State of North Carolina Raleigh, North Carolina	$30.6M	-$518K	2	0.22%	Reduced
164	NM Nokota Management New York	$29.4M	-$13.1M	2	0.95%	Reduced
165	Polar Capital London, United Kingdom	$29.2M	-$650K	1	0.31%	Reduced
166	Jane Street New York	$29.1M	-$28.9M	4	0.06%	Reduced
167	Putnam Investments Boston, Massachusetts	$29M	+$12.6M	2	0.08%	Increased
168	Avalon Investment & Advisory Houston, Texas	$29M	+$7.44M	1	0.75%	Increased
169	HSC Harbor Spring Capital New York	$28.9M	-$2.77M	1	3.84%	Reduced
170	RCM Redwood Capital Management New York	$28.7M	+$5.85M	1	2.4%	Increased
171	Envestnet Asset Management Chicago, Illinois	$28.2M	+$6.62M	3	0.04%	Increased
172	Raymond James & Associates St Petersburg, Florida	$27.5M	-$3.81M	2	0.05%	Reduced
173	Rafferty Asset Management New York	$27.5M	+$1.21M	2	0.6%	Increased
174	Laurion Capital Management New York	$27.2M	+$9.65M	2	0.48%	Increased
175	AAM Ardevora Asset Management London, United Kingdom	$27.1M	+$2.12M	1	0.81%	Increased