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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	AA Ancient Art Austin, Texas	$15.5M	+$3.21M	1	4%	Increased
177	CAM ClariVest Asset Management San Diego, California	$15.3M	+$6.3M	2	0.7%	Increased
178	Rothschild & Co Asset Management US Stamford, Connecticut	$15.2M	+$2.06M	1	0.33%	Increased
179	Thrivent Financial for Lutherans Minneapolis, Minnesota	$15.1M	+$229K	2	0.1%	Increased
180	OCMI Oaktop Capital Management II Chatham, New Jersey	$15.1M	$0	1	3.79%	Maintained
181	CCI Columbus Circle Investors	$14.9M	-$13.6M	2	0.11%	Reduced
182	Pictet Asset Management (UK) London, United Kingdom	$14.9M	+$662K	2	0.08%	Increased
183	B BP London, United Kingdom	$14.8M	+$725K	1	0.89%	Increased
184	WC Wexford Capital West Palm Beach, Florida	$14.7M	+$12.2M	1	1.21%	New
185	Commerzbank Aktiengesellschaft Frankfurt, Germany	$14.7M	+$255K	3	0.07%	Increased
186	TD Asset Management Toronto, Ontario, Canada	$14.6M	-$440K	2	0.03%	Reduced
187	Managed Account Advisors Jersey City, New Jersey	$14.5M	-$57.9K	4	0.02%	Reduced
188	Needham Investment Management New York	$14.4M	+$1.43M	1	3.22%	Increased
189	Weiss Multi-Strategy Advisers New York	$14.2M	-$37.6M	2	0.31%	Reduced
190	OAMG Odey Asset Management Group London, United Kingdom	$13.8M	-$58.1M	1	0.36%	Reduced
191	Northern Trust Company of Connecticut Stamford, Connecticut	$13.3M	-$56.7K	2	0.09%	Reduced
192	WCM Waterstone Capital Management St. Louis Park, Minnesota	$13.2M	+$2.88M	1	1.57%	Increased
193	TPSF Texas Permanent School Fund Austin, Texas	$13.2M	-$286K	2	0.14%	Reduced
194	Hancock Whitney Gulfport, Mississippi	$13.2M	+$12.6M	1	0.61%	New
195	CEP Chicago Equity Partners Chicago, Illinois	$13M	+$7.68M	1	0.4%	Increased
196	Canada Life Winnipeg, Manitoba, Canada	$12.9M	+$11.2M	2	0.05%	Increased
197	PCMF Private Capital Management (Florida) Naples, Florida	$12.2M	-$1.84M	1	1.12%	Reduced
198	USAA United Services Automobile Association San Antonio, Texas	$12.1M	+$117K	2	0.05%	Increased
199	DCM DLS Capital Management Bannockburn, Illinois	$12.1M	-$363K	1	6.88%	Reduced
200	AIG American International Group New York	$11.8M	-$11.2M	4	0.06%	Reduced