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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	CA Capitolis Advisors New York	$57.5M	$0	2	3.01%	Maintained
177	Rothschild & Co Asset Management US Stamford, Connecticut	$57.4M	-$1.84M	1	0.88%	Reduced
178	Bank of Nova Scotia Toronto, Ontario, Canada	$57M	-$48.3M	2	0.14%	Reduced
179	Bank Julius Baer & Co Zurich, Switzerland	$56.9M	-$148K	2	0.4%	Reduced
180	Royal London Asset Management United Kingdom	$56.5M	-$645K	2	0.26%	Reduced
181	Balyasny Asset Management Chicago, Illinois	$55.5M	-$7.79M	2	0.18%	Reduced
182	WM WS Management Jacksonville, Florida	$55.1M	+$19.2M	1	4.47%	Increased
183	VOYA Investment Management Atlanta, Georgia	$55.1M	-$3.33M	4	0.14%	Reduced
184	Axa Paris, France	$54.2M	-$9.51M	2	0.2%	Reduced
185	Treasurer of the State of North Carolina Raleigh, North Carolina	$54.1M	+$1.57M	2	0.34%	Increased
186	Stifel Financial St. Louis, Missouri	$53.8M	+$253K	4	0.08%	Increased
187	Oregon Public Employees Retirement Fund Tigard, Oregon	$53.4M	-$8.06M	4	0.81%	Reduced
188	Glenmede Trust Philadelphia, Pennsylvania	$52.7M	-$20.9M	3	0.31%	Reduced
189	Asset Management One Tokyo, Japan	$51.6M	-$3.82M	2	0.24%	Reduced
190	Natixis Advisors Boston, Massachusetts	$51.6M	+$19.7M	4	0.23%	Increased
191	AIP ARS Investment Partners New York	$51M	-$333K	2	6.97%	Reduced
192	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$50.9M	+$24.4M	2	0.37%	Increased
193	Channing Capital Management Chicago, Illinois	$50.8M	-$6.9M	1	1.66%	Reduced
194	HM Payson & Co Portland, Maine	$50.2M	+$8.41M	2	1.29%	Increased
195	BWC Blue Whale Capital London, United Kingdom	$49.8M	-$3.43M	1	7.32%	Reduced
196	Eventide Asset Management Boston, Massachusetts	$48.4M	-$31.8M	1	1.03%	Reduced
197	Associated Banc-Corp Green Bay, Wisconsin	$48M	+$2.1M	1	2.1%	Increased
198	Clal Insurance Tel-Aviv, Israel	$47.9M	-$23.6M	2	0.64%	Reduced
199	AIG American International Group New York	$47.3M	-$1.42M	4	0.32%	Reduced
200	HighTower Advisors Chicago, Illinois	$47M	-$3.07M	4	0.12%	Reduced