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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	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$31.3M	-$580K	2	2.12%	Reduced
177	SG Americas Securities New York	$30.8M	-$23.8M	4	0.23%	Reduced
178	ClearBridge Investments New York	$30.5M	+$20.4M	2	0.03%	Increased
179	Two Sigma Advisers New York	$30.4M	-$69.2M	5	0.07%	Reduced
180	Nuveen Charlotte, North Carolina	$29.6M	+$14.1M	2	0.16%	Increased
181	FQ First Quadrant Glendale, California	$29.5M	-$9.09M	2	0.66%	Reduced
182	Envestnet Asset Management Chicago, Illinois	$29.3M	+$4.71M	2	0.05%	Increased
183	SCM Sanoor Capital Management Greenwich, Connecticut	$28.9M	-$20.1M	1	9.16%	Reduced
184	Calamos Advisors Naperville, Illinois	$28.7M	-$30.1M	2	0.16%	Reduced
185	Gateway Investment Advisers Cincinnati, Ohio	$28.7M	+$639K	2	0.24%	Increased
186	AAM Ardevora Asset Management London, United Kingdom	$28M	+$6.15M	1	0.78%	Increased
187	Coatue Management New York	$27.9M	-$234M	1	0.29%	Reduced
188	British Columbia Investment Management Victoria, British Columbia, Canada	$27.3M	-$8.22M	2	0.29%	Reduced
189	Laurion Capital Management New York	$27.2M	+$28.3M	3	0.26%	Increased
190	GCM Gruss Capital Management New York	$27.1M	+$30.3M	1	3.8%	New
191	Gulf International Bank (UK) London, United Kingdom	$26.9M	+$2.75M	2	0.32%	Increased
192	Nisa Investment Advisors St. Louis, Missouri	$26.8M	+$1.25M	3	0.24%	Increased
193	CAM ClariVest Asset Management San Diego, California	$26.3M	-$49.2M	1	0.47%	Reduced
194	GC GMT Capital Atlanta, Georgia	$26M	-$17.7M	1	0.68%	Reduced
195	WBC Westpac Banking Corp Sydney, Australia	$25.9M	+$1.77M	2	0.44%	Increased
196	AIP ARS Investment Partners New York	$25.3M	+$3.59M	2	3.91%	Increased
197	Virginia Retirement Systems Richmond, Virginia	$25M	-$19.2M	2	0.29%	Reduced
198	DnB Asset Management Oslo, Norway	$24.8M	-$29.2M	2	0.28%	Reduced
199	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$24.8M	+$429K	2	1.24%	Increased
200	EP Elkfork Partners Portland, Oregon	$24.6M	+$10.9M	3	0.59%	Increased