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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
176	Dorsal Capital Management Redwood City, California	$10.7M	+$8.31M	1	1.67%	New
177	SCM Stevens Capital Management Radnor, Pennsylvania	$10.6M	+$10.8M	1	0.35%	New
178	Winton Capital Management London, United Kingdom	$10.5M	+$10.7M	1	0.13%	New
179	IRF IBM Retirement Fund Armonk, New York	$10.4M	+$8.91M	2	0.13%	New
180	Rothschild & Co Asset Management US Stamford, Connecticut	$10.4M	+$8.04M	1	0.24%	New
181	Teacher Retirement System of Texas Austin, Texas	$10.3M	+$8.03M	4	0.09%	New
182	DCM DLS Capital Management Bannockburn, Illinois	$10.3M	+$7.94M	1	5.6%	New
183	Irish Life Investment Managers Dublin, Ireland	$10.1M	+$8.58M	4	0.13%	New
184	USAA United Services Automobile Association San Antonio, Texas	$10M	+$8.85M	2	0.05%	New
185	GACM Green Arrow Capital Management New York	$10M	+$9.91M	2	0.81%	New
186	V ValueWorks New York	$9.87M	+$7.63M	1	5.74%	New
187	DIA Denver Investment Advisors Denver, Colorado	$9.83M	+$10M	1	0.23%	New
188	EVC Eidelman Virant Capital Saint Louis, Missouri	$9.63M	+$7.45M	1	5.66%	New
189	Whale Rock Capital Management Boston, Massachusetts	$9.56M	+$7.39M	1	2.15%	New
190	WM WCG Management New York	$9.53M	+$7.4M	1	1.3%	New
191	Edge Asset Management Seattle, Washington	$9.35M	+$9.54M	1	0.12%	New
192	Zacks Investment Management Chicago, Illinois	$9.12M	+$9.21M	2	0.42%	New
193	ICM ICC Capital Management Orlando, Florida	$8.98M	+$6.95M	1	0.64%	New
194	State of Michigan Retirement System Lansing, Michigan	$8.93M	+$7.62M	2	0.08%	New
195	Eagle Asset Management St Petersburg, Florida	$8.88M	+$7.2M	1	0.06%	New
196	WCM Waterstone Capital Management St. Louis Park, Minnesota	$8.86M	+$9.04M	1	0.79%	New
197	ProShare Advisors Bethesda, Maryland	$8.75M	+$7.37M	4	0.17%	New
198	BLM Bennett Lawrence Management New York	$8.69M	+$8.2M	2	1.66%	New
199	Comerica Bank Dallas, Texas	$8.69M	+$7.48M	3	0.07%	New
200	GP GLG Partners London, United Kingdom	$8.45M	+$7.9M	2	0.32%	New