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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
201	ICOM Investment Counselors of Maryland Baltimore, Maryland	$8.03M	+$6.51M	1	0.36%	New
202	Parnassus Investments San Francisco, California	$7.76M	+$7.91M	1	0.1%	New
203	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.76M	+$6.66M	2	0.95%	New
204	SCM SG Capital Management Chicago, Illinois	$7.76M	+$6M	1	3.36%	New
205	Public Employees Retirement Association of Colorado Denver, Colorado	$7.74M	+$6.67M	3	0.07%	New
206	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.56M	+$6.46M	2	0.06%	New
207	CAM ClariVest Asset Management San Diego, California	$7.54M	+$7.68M	2	0.34%	New
208	TSU TD Securities (USA) New York	$7.49M	+$6.4M	2	0.15%	New
209	CCM Criterion Capital Management San Francisco, California	$7.24M	+$7.38M	1	0.29%	New
210	JGC J. Goldman & Co New York	$7.09M	+$7.23M	1	0.72%	New
211	ING Group Amsterdam, Netherlands	$7.05M	+$7.15M	2	0.04%	New
212	QS Investors New York	$7.04M	+$5.45M	1	0.25%	New
213	Fjarde Ap-fonden Stockholm, Sweden	$6.96M	+$5.95M	2	0.14%	New
214	Nomura Asset Management Tokyo, Japan	$6.92M	+$5.67M	3	0.14%	New
215	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.78M	+$5.82M	2	0.15%	New
216	CCM Cazenove Capital Management London, United Kingdom	$6.63M	+$5.13M	2	5.3%	New
217	TI Turner Investments Berwyn, Pennsylvania	$6.37M	+$6.5M	1	0.09%	New
218	Arizona State Retirement System Phoenix, Arizona	$6.2M	+$5.32M	2	0.08%	New
219	Cullen/Frost Bankers San Antonio, Texas	$6.14M	+$6.26M	1	0.32%	New
220	ExxonMobil Investment Management Irving, Texas	$6.11M	+$5.22M	2	0.15%	New
221	Axa Paris, France	$6.09M	+$5.51M	2	0.03%	New
222	SCM Sigma Capital Management Stamford, Connecticut	$5.95M	+$5.29M	2	0.27%	New
223	Macquarie Group Sydney, NSW 2000, Australia	$5.94M	+$6.04M	2	0.01%	New
224	SAM Shell Asset Management The Hague, Netherlands	$5.88M	+$5.07M	2	0.11%	New
225	P3I Progeny 3 Inc Kirkland, Washington	$5.79M	+$4.48M	1	3.42%	New