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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	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$24.2M	+$4.74M	1	14.94%	Increased
177	Gotham Asset Management New York	$23.4M	+$16.7M	1	0.3%	Increased
178	SH SeaTown Holdings Singapore	$23M	+$19.7M	1	4.35%	New
179	Chartwell Investment Partners Berywn, Pennsylvania	$22.9M	+$19.4M	3	0.41%	Increased
180	Royce & Associates New York	$21.9M	-$106K	2	0.14%	Reduced
181	ZDA Zweig-DiMenna Associates New York	$21.6M	+$9.23M	2	1.76%	Increased
182	Peregrine Capital Management Minneapolis, Minnesota	$21.6M	+$20M	1	0.56%	New
183	Pictet Asset Management (UK) London, United Kingdom	$21.4M	+$1M	2	0.08%	Increased
184	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$21M	+$14.8M	4	0.15%	Increased
185	Nomura Asset Management Tokyo, Japan	$20.6M	+$1.93M	2	0.37%	Increased
186	OAMG Odey Asset Management Group London, United Kingdom	$20.5M	+$12.4M	2	1.48%	Increased
187	TGA Trilogy Global Advisors Winter Park, Florida	$20.2M	-$11.5M	1	0.67%	Reduced
188	Los Angeles Capital Management Los Angeles, California	$20.2M	+$15.5M	3	0.17%	Increased
189	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.2M	-$2.73M	1	1.21%	Reduced
190	Cambiar Investors Denver, Colorado	$20M	-$8.4M	1	0.29%	Reduced
191	TD Asset Management Toronto, Ontario, Canada	$19.7M	+$264K	3	0.03%	Increased
192	BNP Paribas Asset Management Paris, France	$19.4M	+$329K	3	0.17%	Increased
193	MLICM Metropolitan Life Insurance Company (MetLife) New York	$19.2M	-$253K	4	0.14%	Reduced
194	Factory Mutual Insurance Waltham, Massachusetts	$18.8M	-$11.4M	1	0.23%	Reduced
195	PWAG Polaris Wealth Advisory Group San Rafael, California	$18.3M	+$17.6M	1	2.19%	New
196	GH GAM Holding Zurich, Switzerland	$18M	-$4.49M	2	0.32%	Reduced
197	Raymond James & Associates St Petersburg, Florida	$17.9M	-$328K	3	0.05%	Reduced
198	AHL Partners London, United Kingdom	$17.8M	+$15M	2	0.66%	Increased
199	Tocqueville Asset Management New York	$17.1M	-$4.45M	1	0.21%	Reduced
200	Reinhart Partners Mequon, Wisconsin	$17M	-$1.25M	1	1.69%	Reduced