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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	Winton Group London, United Kingdom	$39M	+$12.4M	2	0.46%	Increased
177	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$38.5M	-$8.25M	2	0.33%	Reduced
178	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$38.1M	+$3.31M	1	4.77%	Increased
179	WBC Westpac Banking Corp Sydney, Australia	$38.1M	-$2.19M	2	0.53%	Reduced
180	AIG American International Group New York	$37.8M	-$523M	4	0.15%	Reduced
181	GTP Global Thematic Partners New York	$37.2M	-$14.5M	1	2.58%	Reduced
182	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$37.2M	-$542K	2	3.62%	Reduced
183	AAM Ardevora Asset Management London, United Kingdom	$36.9M	-$3.86M	1	1.03%	Reduced
184	BNP Paribas Asset Management Paris, France	$36.8M	+$342K	2	0.28%	Increased
185	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$36.8M	-$40.1M	3	0.08%	Reduced
186	Envestnet Asset Management Chicago, Illinois	$36.6M	+$9.37M	3	0.04%	Increased
187	South Dakota Investment Council Sioux Falls, South Dakota	$35.7M	-$6.08M	2	0.7%	Reduced
188	Retirement Systems of Alabama Montgomery, Alabama	$35.3M	-$2.88M	2	0.17%	Reduced
189	Holocene Advisors New York	$35M	+$32.2M	2	0.36%	New
190	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$34.7M	-$916K	2	2.38%	Reduced
191	AIP ARS Investment Partners New York	$34.4M	-$2.82M	2	6.18%	Reduced
192	Stifel Financial St. Louis, Missouri	$33.5M	-$17.7M	4	0.09%	Reduced
193	Lazard Asset Management New York	$33.4M	+$6.99M	4	0.05%	Increased
194	US Bancorp Minneapolis, Minnesota	$31.4M	+$1.89M	3	0.09%	Increased
195	MN Services Vermogensbeheer The Hague, Netherlands	$31.4M	+$4.47M	1	0.29%	Increased
196	Fifth Third Bancorp Cincinnati, Ohio	$31.4M	+$6.57M	2	0.19%	Increased
197	CCI Columbus Circle Investors	$30.6M	+$9.76M	2	1.12%	Increased
198	Dana Investment Advisors Waukesha, Wisconsin	$30.5M	+$12.1M	1	1.55%	Increased
199	Axiom Investors Greenwich, Connecticut	$29.8M	+$31.4M	1	0.8%	New
200	Treasurer of the State of North Carolina Raleigh, North Carolina	$29.1M	-$14.8M	2	0.26%	Reduced