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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	Woodline Partners San Francisco, California	$52.5M	+$46.6M	1	2.15%	New
177	DekaBank Deutsche Girozentrale Frankfurt, Germany	$52.4M	-$16.2M	2	0.32%	Reduced
178	Axiom Investors Greenwich, Connecticut	$51.3M	+$12.4M	1	1.2%	Increased
179	Commerzbank Aktiengesellschaft Frankfurt, Germany	$51M	-$21.8M	2	0.5%	Reduced
180	Neuberger Berman Group New York	$50.7M	+$29.8K	3	0.06%	Increased
181	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$50.3M	+$2.23M	1	5.42%	Increased
182	Natixis Paris, France	$50M	+$13.3M	2	0.31%	Increased
183	AAM Ardevora Asset Management London, United Kingdom	$49.9M	+$2.84M	1	1.12%	Increased
184	Jupiter Investment Management London, United Kingdom	$49.5M	+$35.2M	2	0.69%	Increased
185	Alyeska Investment Group Chicago, Illinois	$49.4M	+$43.6M	1	0.65%	Increased
186	Lazard Asset Management New York	$49.3M	+$6.92M	4	0.07%	Increased
187	Voloridge Investment Management Jupiter, Florida	$49M	+$40.5M	1	0.96%	Increased
188	AIG American International Group New York	$48.4M	+$797K	4	0.19%	Increased
189	Envestnet Asset Management Chicago, Illinois	$48.2M	+$1.37M	3	0.05%	Increased
190	Axa Paris, France	$47.4M	+$19.8M	3	0.19%	Increased
191	Atalanta Sosnoff Capital New York	$46.6M	+$13.3M	1	1.39%	Increased
192	Wedge Capital Management Charlotte, North Carolina	$45.7M	+$41.5M	1	0.51%	New
193	Jennison Associates New York	$45.4M	-$33.2M	1	0.05%	Reduced
194	Retirement Systems of Alabama Montgomery, Alabama	$44.8M	+$276K	2	0.2%	Increased
195	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$44.7M	+$40M	3	0.19%	New
196	AIP ARS Investment Partners New York	$44.6M	+$1.08M	2	7.49%	Increased
197	WBC Westpac Banking Corp Sydney, Australia	$43.2M	-$4.27M	2	0.56%	Reduced
198	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$43.1M	-$517K	2	2.77%	Reduced
199	US Bancorp Minneapolis, Minnesota	$43M	+$2.98M	3	0.11%	Increased
200	GTP Global Thematic Partners New York	$42.4M	-$8.37M	1	2.6%	Reduced