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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	Retirement Systems of Alabama Montgomery, Alabama	$72.8M	-$167K	2	0.31%	Reduced
152	Maverick Capital Dallas, Texas	$72.5M	+$14.3M	1	1.79%	Increased
153	Walleye Trading New York	$72.2M	+$51.7M	2	0.23%	Increased
154	Bessemer Group Woodbridge, New Jersey	$69.8M	-$13.6M	3	0.17%	Reduced
155	Calamos Advisors Naperville, Illinois	$69.6M	-$6.72M	2	0.3%	Reduced
156	Westwood Holdings Group Dallas, Texas	$67.7M	+$15.3M	1	0.74%	Increased
157	Guggenheim Capital Chicago, Illinois	$66.9M	-$1.71M	3	0.53%	Reduced
158	DnB Asset Management Oslo, Norway	$66.6M	+$38.7M	2	0.47%	Increased
159	Marshall Wace London, United Kingdom	$66.4M	-$223M	4	0.14%	Reduced
160	Avalon Investment & Advisory Houston, Texas	$66.3M	-$892K	2	1.87%	Reduced
161	Panagora Asset Management Boston, Massachusetts	$66.1M	+$12.1M	3	0.43%	Increased
162	M&G Investment Management London, United Kingdom	$65.3M	+$2.09M	2	0.39%	Increased
163	Jacobs Levy Equity Management Florham Park, New Jersey	$64.9M	+$12.4M	3	0.5%	Increased
164	WM Wishbone Management Chicago, Illinois	$64.7M	$0	1	23.56%	Maintained
165	Allspring Global Investments Charlotte, North Carolina	$64.7M	-$17.4M	4	0.11%	Reduced
166	Robeco Institutional Asset Management Rotterdam, Netherlands	$64.4M	-$72.2M	3	0.2%	Reduced
167	NIG NFJ Investment Group Dallas, Texas	$63.8M	+$27.9M	3	1.52%	Increased
168	Jennison Associates New York	$63.5M	-$27.5M	2	0.06%	Reduced
169	Storebrand Asset Management Lysaker, Norway	$63.2M	+$899K	2	0.36%	Increased
170	Ensign Peak Advisors Salt Lake City, Utah	$61.6M	+$5.46M	4	0.15%	Increased
171	Loomis, Sayles & Company Boston, Massachusetts	$61.5M	-$5.84M	3	0.11%	Reduced
172	Heard Capital LLC Chicago, Illinois	$61M	-$4.47M	2	6.54%	Reduced
173	Fuller & Thaler Asset Management San Mateo, California	$59.8M	+$17M	2	0.41%	Increased
174	Jane Street New York	$59.3M	-$56.6M	4	0.03%	Reduced
175	Thornburg Investment Management Santa Fe, New Mexico	$57.7M	-$19.8M	2	0.88%	Reduced