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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	GCP GSA Capital Partners London, United Kingdom	$21.8M	+$15.8M	2	0.84%	Increased
177	ACI AMP Capital Investors Sydney, Australia	$21.3M	-$16.5M	2	0.14%	Reduced
178	VOYA Investment Management Atlanta, Georgia	$21.3M	+$1.46M	4	0.05%	Increased
179	CEP Chicago Equity Partners Chicago, Illinois	$21.3M	+$8.12M	1	0.58%	Increased
180	HCM Hawkeye Capital Management Miami Beach, Florida	$21.2M	$0	1	14.09%	Maintained
181	Thompson Siegel & Walmsley Richmond, Virginia	$21.1M	+$9.93M	2	0.37%	Increased
182	MCM McKinley Capital Management Anchorage, Alaska	$20.9M	+$2.79M	1	0.89%	Increased
183	CCMH Cornerstone Capital Management Holdings New York	$20.6M	-$2.04M	3	0.18%	Reduced
184	Needham Investment Management New York	$20.5M	-$181K	1	4.45%	Reduced
185	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.2M	+$889K	4	0.14%	Increased
186	Jefferies Group New York	$20.1M	+$13.1M	4	0.1%	Increased
187	BIM BRC Investment Management Greenwood Village, Colorado	$19.9M	+$19.2M	1	2.74%	New
188	Schroder Investment Management Group London, United Kingdom	$19.4M	+$7.02M	1	0.04%	Increased
189	Flossbach Von Storch Cologne, Germany	$19.3M	+$5.74M	1	0.37%	Increased
190	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.1M	+$6.25M	2	0.23%	Increased
191	Victory Capital Management San Antonio, Texas	$19.1M	+$1.02M	3	0.07%	Increased
192	Retirement Systems of Alabama Montgomery, Alabama	$19M	-$298K	2	0.1%	Reduced
193	YCMGA York Capital Management Global Advisors New York	$18.9M	+$4.45M	1	0.16%	Increased
194	SA Smithwood Advisers Los Angeles, California	$18.8M	-$53.3M	1	2.69%	Reduced
195	WM WS Management Jacksonville, Florida	$18.7M	-$35.3M	1	0.65%	Reduced
196	Bridgeway Capital Management Houston, Texas	$18.6M	-$4.34M	1	0.37%	Reduced
197	Edmond de Rothschild Holding Chambesy, Switzerland	$18.4M	+$26M	1	0.4%	New
198	HighTower Advisors Chicago, Illinois	$18.2M	+$3.32M	3	0.29%	Increased
199	Edge Asset Management Seattle, Washington	$17.9M	+$1.41M	1	0.16%	Increased
200	SEI Investments Oaks, Pennsylvania	$17.9M	-$4.71M	4	0.16%	Reduced