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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	Zurich Cantonal Bank Zurich, Switzerland	$18.6M	-$5.54K	4	0.24%	Reduced
177	Marshall Wace London, United Kingdom	$18.4M	+$16.4M	2	0.15%	New
178	GH GAM Holding Zurich, Switzerland	$18.3M	+$12.4M	2	0.28%	Increased
179	Kornitzer Capital Management Shawnee Mission, Kansas	$17.8M	$0	1	0.32%	Maintained
180	Tocqueville Asset Management New York	$17.3M	+$615K	1	0.21%	Increased
181	Commerzbank Aktiengesellschaft Frankfurt, Germany	$16.9M	+$7.51M	3	0.11%	Increased
182	MCM McKinley Capital Management Anchorage, Alaska	$16.7M	-$8M	1	0.81%	Reduced
183	Needham Investment Management New York	$16.5M	$0	2	4.55%	Maintained
184	TD Asset Management Toronto, Ontario, Canada	$16.3M	+$391K	2	0.03%	Increased
185	Reinhart Partners Mequon, Wisconsin	$16.3M	-$5.79M	1	1.63%	Reduced
186	MLICM Metropolitan Life Insurance Company (MetLife) New York	$16.3M	-$56K	4	0.12%	Reduced
187	TGI Tradewinds Global Investors Los Angeles, California	$16.1M	+$8.03M	1	1.05%	Increased
188	Pictet Asset Management (UK) London, United Kingdom	$15.7M	+$1.36M	2	0.06%	Increased
189	WBC Westpac Banking Corp Sydney, Australia	$15.6M	+$5.53M	2	0.17%	Increased
190	Royal London Asset Management United Kingdom	$15.5M	+$7.58M	2	0.25%	Increased
191	BNP Paribas Asset Management Paris, France	$15.3M	+$2.15M	3	0.13%	Increased
192	ProShare Advisors Bethesda, Maryland	$15.1M	-$524K	3	0.2%	Reduced
193	Walleye Trading New York	$15.1M	+$6.19M	4	0.1%	Increased
194	Fifth Third Bancorp Cincinnati, Ohio	$15.1M	-$1.45M	2	0.13%	Reduced
195	Raymond James & Associates St Petersburg, Florida	$14.9M	+$3.92M	3	0.05%	Increased
196	BA Boston Advisors Boston, Massachusetts	$14.8M	-$3.69M	2	0.37%	Reduced
197	AB AT Bancorp Dubuque, Iowa	$14.8M	+$5.63M	2	2.2%	Increased
198	RIM Rainier Investment Management Seattle, Washington	$14.5M	-$10.3M	1	0.7%	Reduced
199	Thrivent Financial for Lutherans Minneapolis, Minnesota	$14.5M	+$6.07M	3	0.07%	Increased
200	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$14.4M	+$11.9M	1	10.21%	New