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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	$49.9M	+$5.79M	2	0.28%	Increased
152	Eaton Vance Management Boston, Massachusetts	$49.2M	+$1.85M	2	0.11%	Increased
153	Aberdeen Group Edinburgh, United Kingdom	$48.9M	-$46M	2	0.12%	Reduced
154	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$48.8M	+$4.48M	4	0.59%	Increased
155	Marshall Wace London, United Kingdom	$48.8M	+$28.1M	4	0.38%	Increased
156	MSL Mackay Shields LLC New York	$48.5M	-$18.2M	3	0.3%	Reduced
157	Jericho Capital Asset Management New York	$47.7M	+$50.3M	1	2.72%	New
158	Asset Management One Tokyo, Japan	$47.6M	+$3.57M	2	0.23%	Increased
159	Neuberger Berman Group New York	$46.6M	+$8.19M	3	0.06%	Increased
160	Pictet Asset Management (UK) London, United Kingdom	$46.6M	+$5.43M	2	0.1%	Increased
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$46M	+$2.51M	3	0.25%	Increased
162	Guggenheim Capital Chicago, Illinois	$45.6M	+$5.89M	2	0.36%	Increased
163	Gotham Asset Management New York	$45.4M	-$23.1M	3	0.8%	Reduced
164	Parallax Volatility Advisers San Francisco, California	$44.7M	-$61M	3	0.05%	Reduced
165	Swedbank Stockholm, Sweden	$44.2M	$0	1	0.2%	Maintained
166	Royal London Asset Management United Kingdom	$44.2M	+$12.4M	2	0.33%	Increased
167	Thornburg Investment Management Santa Fe, New Mexico	$43.9M	+$12.5M	1	0.42%	Increased
168	Capital International Inc Los Angeles, California	$43.8M	+$45.8M	1	0.66%	Increased
169	Nomura Holdings Tokyo, Japan	$43.6M	-$45.5M	2	0.16%	Reduced
170	Panagora Asset Management Boston, Massachusetts	$43M	+$25.4M	4	0.2%	Increased
171	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$42M	+$1.11M	2	0.1%	Increased
172	Susquehanna International Group Bala Cynwyd, Pennsylvania	$40.9M	-$126M	5	0.01%	Reduced
173	KBC Group Brussels, Belgium	$40.7M	+$7.74M	3	0.3%	Increased
174	SEI Investments Oaks, Pennsylvania	$40.1M	-$2.11M	4	0.1%	Reduced
175	Acadian Asset Management Boston, Massachusetts	$39.5M	+$8.24M	4	0.17%	Increased