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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.5M	-$396K	4	0.14%	Reduced
177	UBS O'Connor Chicago, Illinois	$20.4M	+$18.3M	1	0.38%	New
178	CCM Cobalt Capital Management Short Hills, New Jersey	$20.2M	+$18M	1	1.99%	New
179	Managed Account Advisors Jersey City, New Jersey	$19.8M	+$3.42M	4	0.03%	Increased
180	DP DW Partners New York	$19.6M	-$6.8M	1	3.89%	Reduced
181	AA Ancient Art Austin, Texas	$19.5M	$0	1	4.54%	Maintained
182	Spot Trading Chicago, Illinois	$19.1M	+$16.2M	3	0.1%	Increased
183	TD Asset Management Toronto, Ontario, Canada	$19M	+$1.65M	2	0.04%	Increased
184	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.9M	-$1.46M	1	0.24%	Reduced
185	Retirement Systems of Alabama Montgomery, Alabama	$18.8M	+$19.3K	2	0.11%	Increased
186	LOAMU Lombard Odier Asset Management (USA) New York	$18.5M	+$13M	1	0.79%	Increased
187	SM Scoggin Management New York	$18M	+$16.1M	1	1.51%	New
188	Canada Life Winnipeg, Manitoba, Canada	$17.8M	+$2M	4	0.06%	Increased
189	Needham Investment Management New York	$17.4M	+$4.54M	1	3.59%	Increased
190	Pictet Asset Management (UK) London, United Kingdom	$17.2M	-$539K	2	0.09%	Reduced
191	Capital Fund Management (CFM) Paris, France	$17M	+$3.83M	2	0.21%	Increased
192	PEAK6 Group Chicago, Illinois	$17M	-$6.36M	4	0.12%	Reduced
193	KCM Kingdon Capital Management New York	$16.7M	-$1.1M	1	0.77%	Reduced
194	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$16.6M	+$14.7M	2	1.36%	Increased
195	PWAM Park West Asset Management San Francisco, California	$16.3M	-$4.86M	1	2.07%	Reduced
196	Calamos Advisors Naperville, Illinois	$16.3M	+$15.7M	2	0.1%	New
197	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$16.1M	-$3.78M	2	0.19%	Reduced
198	OCMI Oaktop Capital Management II Chatham, New Jersey	$16M	$0	1	3.77%	Maintained
199	GACM Green Arrow Capital Management New York	$15.2M	-$9.75M	1	1.07%	Reduced
200	DCM DLS Capital Management Bannockburn, Illinois	$15.1M	+$97.2K	1	11.22%	Increased