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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	HT HAP Trading New York	$18.3M	+$939K	1	0.88%	Increased
177	PGGM Investments Zeist, Netherlands	$17.9M	-$726K	2	0.09%	Reduced
178	PRCM Pine River Capital Management Minnetonka, Minnesota	$17.7M	+$7.15M	1	0.24%	Increased
179	RS Investment Management San Francisco, California	$17.7M	+$8.36M	1	0.16%	Increased
180	6CM 683 Capital Management New York	$17.7M	-$3.53M	1	2.42%	Reduced
181	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$17.3M	-$1.57M	3	0.11%	Reduced
182	Foresters Investment Management New York	$17.1M	+$8.66M	1	0.35%	Increased
183	Edge Asset Management Seattle, Washington	$17M	-$52.6K	1	0.16%	Reduced
184	ProShare Advisors Bethesda, Maryland	$16.9M	+$509K	3	0.2%	Increased
185	Fifth Third Bancorp Cincinnati, Ohio	$16.9M	+$214K	3	0.15%	Increased
186	CCMH Cornerstone Capital Management Holdings New York	$16.8M	+$3.57M	4	0.14%	Increased
187	MLICM Metropolitan Life Insurance Company (MetLife) New York	$16.6M	-$95.9K	4	0.13%	Reduced
188	Needham Investment Management New York	$16.4M	-$3.53M	1	4.09%	Reduced
189	BA Boston Advisors Boston, Massachusetts	$16.2M	+$2.22M	1	0.38%	Increased
190	WBC Westpac Banking Corp Sydney, Australia	$16.2M	+$8.16M	2	0.18%	Increased
191	BNP Paribas Asset Management Paris, France	$16.2M	+$1.66M	3	0.14%	Increased
192	Canada Life Winnipeg, Manitoba, Canada	$16.2M	+$47.2K	4	0.06%	Increased
193	Brown Advisory Baltimore, Maryland	$16M	-$1.23M	2	0.05%	Reduced
194	Artemis Investment Management Edinburgh, United Kingdom	$16M	+$7.27K	1	0.4%	Increased
195	HighTower Advisors Chicago, Illinois	$15.8M	-$2.91M	3	0.19%	Reduced
196	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$15.7M	-$11.3M	2	1.52%	Reduced
197	ICOM Investment Counselors of Maryland Baltimore, Maryland	$15.7M	$0	1	0.9%	Maintained
198	Jefferies Group New York	$15.5M	+$5.27M	2	0.09%	Increased
199	ICP Indus Capital Partners New York	$15.4M	+$17.4M	1	2.16%	New
200	Royal London Asset Management United Kingdom	$15.2M	+$2.35M	2	0.23%	Increased