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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	Retirement Systems of Alabama Montgomery, Alabama	$26.9M	$0	2	0.15%	Maintained
177	PEAK6 Investments Chicago, Illinois	$26.6M	-$20.3M	5	0.17%	Reduced
178	ClearBridge Investments New York	$26.6M	-$749K	2	0.03%	Reduced
179	Guggenheim Capital Chicago, Illinois	$26.5M	-$5.3M	2	0.22%	Reduced
180	MP Marlowe Partners New York	$26.4M	-$5.72M	1	23.74%	Reduced
181	DG Delek Group Herzliya, Israel	$25.8M	+$11.9M	2	1.18%	Increased
182	Eaton Vance Management Boston, Massachusetts	$25.1M	+$614K	2	0.07%	Increased
183	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$24.9M	-$139M	2	0.45%	Reduced
184	Peregrine Capital Management Minneapolis, Minnesota	$24.8M	+$1.53M	1	0.7%	Increased
185	British Columbia Investment Management Victoria, British Columbia, Canada	$24.5M	+$4.18M	2	0.22%	Increased
186	Calamos Advisors Naperville, Illinois	$24.4M	+$1.39M	2	0.16%	Increased
187	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$24.2M	-$155K	2	1.93%	Reduced
188	Fifth Third Bancorp Cincinnati, Ohio	$24.2M	-$11.8M	2	0.18%	Reduced
189	DZ Bank Frankfurt Am Main, Germany	$24.2M	-$13.9M	2	0.09%	Reduced
190	Marshall Wace North America New York	$22.7M	+$23.4M	1	0.22%	Increased
191	MVP Miller Value Partners Sarasota, Florida	$22.4M	+$19.2M	1	1.02%	Increased
192	CCI Credit Capital Investments Livingston, New Jersey	$22.3M	$0	1	30.28%	Maintained
193	KBC Group Brussels, Belgium	$22.3M	-$45.6M	3	0.25%	Reduced
194	Gateway Investment Advisers Cincinnati, Ohio	$21.8M	+$448K	2	0.21%	Increased
195	TD Asset Management Toronto, Ontario, Canada	$21.4M	-$41.8M	2	0.04%	Reduced
196	Nuveen Charlotte, North Carolina	$20.3M	-$6.34M	2	0.13%	Reduced
197	Royce & Associates New York	$20M	-$589K	1	0.18%	Reduced
198	Panagora Asset Management Boston, Massachusetts	$20M	+$7.34M	4	0.09%	Increased
199	RG Renaissance Group Covington, Kentucky	$19.9M	-$233K	1	0.91%	Reduced
200	Raymond James Financial Services Advisors St. Petersburg, Florida	$19.6M	+$3.75M	2	0.1%	Increased