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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	MP Manikay Partners New York	$39.3M	+$8.11M	1	2.73%	Increased
177	Eventide Asset Management Boston, Massachusetts	$39.2M	$0	1	1.63%	Maintained
178	AIG American International Group New York	$38.8M	+$484K	4	0.13%	Increased
179	EARNEST Partners Atlanta, Georgia	$38.6M	+$39.3M	3	0.36%	Increased
180	CIBC World Markets New York	$37.4M	+$24.5M	2	0.32%	Increased
181	Putnam Investments Boston, Massachusetts	$37.2M	+$7.72M	2	0.08%	Increased
182	CCI Credit Capital Investments Livingston, New Jersey	$37.1M	-$5.06M	1	33.31%	Reduced
183	RCM Redwood Capital Management New York	$36.7M	$0	1	2.53%	Maintained
184	CIBC World Market Toronto, Ontario, Canada	$36.7M	-$64.5M	2	0.16%	Reduced
185	WorldQuant Millennium Advisors New York	$36.6M	+$38.3M	2	1.41%	New
186	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$36.6M	-$11.6M	2	2.6%	Reduced
187	Wolverine Trading Chicago, Illinois	$36.4M	$0	2	0.09%	Maintained
188	Discovery Capital Management South Norwalk, Connecticut	$35.8M	-$33.8M	1	1.94%	Reduced
189	Arizona State Retirement System Phoenix, Arizona	$35.3M	-$2.15M	4	0.35%	Reduced
190	Jupiter Investment Management London, United Kingdom	$35M	-$23.2M	1	0.25%	Reduced
191	SM Seminole Management New York	$34.9M	+$28.7M	1	9.3%	Increased
192	Raymond James Financial Services Advisors St. Petersburg, Florida	$34.8M	+$5.45M	2	0.18%	Increased
193	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$34.7M	+$34.4M	2	0.3%	Increased
194	ZDA Zweig-DiMenna Associates New York	$33.9M	+$463K	2	2.08%	Increased
195	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$33.5M	-$14M	2	0.24%	Reduced
196	DG Delek Group Herzliya, Israel	$33.1M	+$11.2M	3	1.42%	Increased
197	Gateway Investment Advisers Cincinnati, Ohio	$32.5M	+$844K	2	0.29%	Increased
198	Eaton Vance Management Boston, Massachusetts	$32.4M	+$2.82M	2	0.08%	Increased
199	BA Boston Advisors Boston, Massachusetts	$32.3M	-$56.5K	3	0.81%	Reduced
200	Nomura Asset Management Tokyo, Japan	$32.2M	-$62.6M	2	0.33%	Reduced