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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	Guggenheim Capital Chicago, Illinois	$34.1M	-$2.93M	2	0.28%	Reduced
177	Jennison Associates New York	$33.8M	-$21.3M	2	0.03%	Reduced
178	AAM Ardevora Asset Management London, United Kingdom	$33.5M	+$3.28M	1	0.82%	Increased
179	Retirement Systems of Alabama Montgomery, Alabama	$33.1M	-$436K	2	0.15%	Reduced
180	NIMC NWQ Investment Management Company Los Angeles, California	$32.7M	-$2.85M	2	0.74%	Reduced
181	AIP ARS Investment Partners New York	$31.9M	+$3.75M	2	5.37%	Increased
182	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$31.9M	+$2.47M	2	3.07%	Increased
183	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$31.5M	+$29.2M	1	2.89%	Increased
184	BNP Paribas Asset Management Paris, France	$31.3M	-$22.6M	2	0.26%	Reduced
185	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$30.4M	-$768K	2	2.08%	Reduced
186	MP Marlowe Partners New York	$30.2M	$0	1	17.46%	Maintained
187	Thornburg Investment Management Santa Fe, New Mexico	$28.9M	+$14.1M	1	0.28%	Increased
188	KBC Group Brussels, Belgium	$28.4M	+$2.99M	3	0.22%	Increased
189	Royal London Asset Management United Kingdom	$28M	-$1.87M	2	0.26%	Reduced
190	RG Renaissance Group Covington, Kentucky	$27.3M	-$1.45M	1	1.1%	Reduced
191	SEC Seven Eight Capital New York	$26.8M	+$26.3M	2	1.41%	Increased
192	RCM Redwood Capital Management New York	$26M	-$7.62M	1	1.78%	Reduced
193	CIBC World Markets New York	$25.9M	+$8.35M	2	0.2%	Increased
194	US Bancorp Minneapolis, Minnesota	$25.7M	+$1.49M	3	0.07%	Increased
195	Acadian Asset Management Boston, Massachusetts	$25.5M	+$3.7M	3	0.12%	Increased
196	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$25M	-$197K	2	0.16%	Reduced
197	Vaughan Nelson Investment Management Houston, Texas	$24.8M	+$5.44M	1	0.33%	Increased
198	Raymond James Financial Services Advisors St. Petersburg, Florida	$24.7M	-$357K	2	0.09%	Reduced
199	Peregrine Capital Management Minneapolis, Minnesota	$24.1M	-$1.61M	1	0.59%	Reduced
200	Massachusetts Financial Services Boston, Massachusetts	$23.9M	-$11M	1	0.01%	Reduced