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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	PCM Palestra Capital Management New York	$22.2M	+$8.69M	1	2.85%	Increased
177	Polar Capital London, United Kingdom	$22M	-$7.02M	2	0.5%	Reduced
178	QS Batterymarch Financial Management New York	$21.8M	-$6.32M	3	0.45%	Reduced
179	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.6M	-$208K	4	0.15%	Reduced
180	Factory Mutual Insurance Waltham, Massachusetts	$21.3M	-$1.19M	1	0.31%	Reduced
181	RCM Redwood Capital Management New York	$21.3M	+$10.7M	1	2.43%	Increased
182	SCA Southpoint Capital Advisors New York	$21.3M	-$8.31M	1	1.27%	Reduced
183	TD Asset Management Toronto, Ontario, Canada	$21.3M	+$1.09M	2	0.04%	Increased
184	Managed Account Advisors Jersey City, New Jersey	$20.6M	-$81.7K	3	0.03%	Reduced
185	Retirement Systems of Alabama Montgomery, Alabama	$20.4M	+$407K	2	0.12%	Increased
186	Canada Life Winnipeg, Manitoba, Canada	$20.4M	+$1.57M	4	0.07%	Increased
187	Nomura Holdings Tokyo, Japan	$19.7M	-$34.4M	4	0.01%	Reduced
188	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$19M	-$4.89M	2	0.11%	Reduced
189	Calamos Advisors Naperville, Illinois	$19M	+$2.34M	2	0.12%	Increased
190	AGC Angelo Gordon & Co New York	$18.6M	+$15.1M	2	1.66%	Increased
191	Pictet Asset Management (UK) London, United Kingdom	$18.3M	+$69.5K	2	0.09%	Increased
192	Needham Investment Management New York	$18.2M	-$283K	1	3.85%	Reduced
193	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$18.1M	+$2.03M	2	0.13%	Increased
194	ProShare Advisors Bethesda, Maryland	$17.8M	+$3.05M	4	0.22%	Increased
195	Vaughan Nelson Investment Management Houston, Texas	$17.5M	+$2.69M	1	0.26%	Increased
196	FA Friess Associates Greenville, Delaware	$17M	+$17.1M	1	1.33%	New
197	ACM Azentus Capital Management Hong Kong	$17M	-$18.2M	1	13.08%	Reduced
198	GCP GSA Capital Partners London, United Kingdom	$16.9M	+$13.9M	4	1.2%	Increased
199	NPGCU Napier Park Global Capital (US) New York	$16.7M	-$15.8M	1	5.06%	Reduced
200	Braun Stacey Associates New York	$16.7M	+$5.86M	1	0.98%	Increased