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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	Canada Life Winnipeg, Manitoba, Canada	$27.8M	-$192K	4	0.1%	Reduced
177	PCM Penn Capital Management Philadelphia, Pennsylvania	$27.8M	+$2.26M	1	1.1%	Increased
178	Voloridge Investment Management Jupiter, Florida	$27.6M	+$30.4M	1	1.33%	New
179	RG Renaissance Group Covington, Kentucky	$27.6M	-$215K	1	1.04%	Reduced
180	PCM Palestra Capital Management New York	$27.5M	-$4M	1	2.42%	Reduced
181	SG Americas Securities New York	$27.3M	-$16M	2	0.16%	Reduced
182	ProShare Advisors Bethesda, Maryland	$26.7M	-$1.56M	4	0.31%	Reduced
183	SEI Investments Oaks, Pennsylvania	$26.3M	+$9.23M	4	0.23%	Increased
184	QAM Quentec Asset Management New York	$26.2M	-$679K	2	5.44%	Reduced
185	Vaughan Nelson Investment Management Houston, Texas	$26.1M	+$7.52M	1	0.4%	Increased
186	Rothschild & Co Asset Management US Stamford, Connecticut	$26M	+$3.26M	1	0.49%	Increased
187	HBK Investments Dallas, Texas	$25.8M	+$2.34M	2	0.24%	Increased
188	Employees Retirement System of Texas Austin, Texas	$25.5M	-$515K	2	0.33%	Reduced
189	PNC Financial Services Group Pittsburgh, Pennsylvania	$25.2M	-$52M	4	0.03%	Reduced
190	Acadian Asset Management Boston, Massachusetts	$25.2M	-$18.4M	1	0.12%	Reduced
191	TD Asset Management Toronto, Ontario, Canada	$25M	+$4.17M	2	0.05%	Increased
192	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$24.9M	-$4.09M	3	0.07%	Reduced
193	Nuveen Charlotte, North Carolina	$24.9M	+$16.3M	2	0.14%	Increased
194	Renaissance Technologies New York	$24.9M	-$46.7M	3	0.05%	Reduced
195	British Columbia Investment Management Victoria, British Columbia, Canada	$24.7M	-$5.31M	2	0.22%	Reduced
196	Harris Associates Chicago, Illinois	$24.7M	-$21.8M	1	0.04%	Reduced
197	Eventide Asset Management Boston, Massachusetts	$24.6M	+$27.7M	1	1.85%	New
198	RCM Redwood Capital Management New York	$24.4M	$0	1	2.82%	Maintained
199	Parallax Volatility Advisers San Francisco, California	$24.1M	+$21M	3	0.06%	Increased
200	Pictet Asset Management (UK) London, United Kingdom	$23.6M	-$276K	2	0.1%	Reduced