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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	Dana Investment Advisors Waukesha, Wisconsin	$34.7M	-$6.22M	1	1.63%	Reduced
177	OC Oakmont Corp Los Angeles, California	$34M	+$35.2M	1	6.47%	New
178	CF Cypress Funds Los Angeles, California	$32.8M	+$34M	1	6.45%	New
179	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.8M	+$5.8M	2	0.56%	Increased
180	MCM McKinley Capital Management Anchorage, Alaska	$32.7M	-$478K	2	1.22%	Reduced
181	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$32.6M	-$3.42M	3	0.18%	Reduced
182	Wolverine Trading Chicago, Illinois	$32.5M	+$21.3M	3	0.15%	Increased
183	Eventide Asset Management Boston, Massachusetts	$32.1M	-$14.7M	1	2%	Reduced
184	Gotham Asset Management New York	$31.6M	+$1.37M	2	0.44%	Increased
185	TD Asset Management Toronto, Ontario, Canada	$30.1M	+$102K	3	0.05%	Increased
186	OAM Origin Asset Management London, United Kingdom	$29.9M	-$10.9M	1	1.84%	Reduced
187	RG Renaissance Group Covington, Kentucky	$29.5M	-$7.77M	1	1.08%	Reduced
188	MLICM Metropolitan Life Insurance Company (MetLife) New York	$29.5M	+$599K	4	0.2%	Increased
189	CC Crosslink Capital Menlo Park, California	$29.2M	-$1.35M	2	4.74%	Reduced
190	Raymond James & Associates St Petersburg, Florida	$29.2M	-$1.55M	2	0.06%	Reduced
191	NN Investment Partners Holdings The Hague, Netherlands	$29.1M	-$1.68M	2	0.27%	Reduced
192	TGA Trilogy Global Advisors Winter Park, Florida	$28.6M	-$21.7M	2	0.96%	Reduced
193	Vaughan Nelson Investment Management Houston, Texas	$28.6M	-$28.8M	1	0.34%	Reduced
194	Zacks Investment Management Chicago, Illinois	$28.5M	-$4.74M	2	0.7%	Reduced
195	CIBC World Market Toronto, Ontario, Canada	$27.7M	-$52.6M	2	0.12%	Reduced
196	IAM Impala Asset Management Palm Beach, Florida	$27.5M	+$4.51M	1	1.39%	Increased
197	DZ Bank Frankfurt Am Main, Germany	$27.3M	+$2.17M	2	0.13%	Increased
198	William Blair Investment Management Chicago, Illinois	$27.2M	+$28.2M	1	0.1%	New
199	ProShare Advisors Bethesda, Maryland	$27.2M	+$3.24M	3	0.27%	Increased
200	AAM Ardevora Asset Management London, United Kingdom	$26.9M	+$27.9M	1	0.85%	New