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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	SCM Stevens Capital Management Radnor, Pennsylvania	$15.1M	+$12.8M	3	0.45%	Increased
202	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.1M	-$2.75M	3	0.07%	Reduced
203	Munder Capital Management Birmingham, Michigan	$14.9M	+$13.6M	2	0.11%	Increased
204	TPSF Texas Permanent School Fund Austin, Texas	$14.7M	-$891K	2	0.15%	Reduced
205	LBG Lloyds Banking Group London, United Kingdom	$14.6M	+$5.66M	2	0.13%	Increased
206	Highbridge Capital Management New York	$14.5M	+$12.7M	2	0.17%	Increased
207	BlackRock Advisors Wilmington, Delaware	$14.5M	+$11.9M	4	0.01%	Increased
208	AIG American International Group New York	$14.5M	+$459K	5	0.07%	Increased
209	WCM Waterstone Capital Management St. Louis Park, Minnesota	$14.2M	+$110K	1	2.5%	Increased
210	CII CR Intrinsic Investors Stamford, Connecticut	$14.1M	+$12.6M	1	0.61%	New
211	Moore Capital Management New York	$14.1M	+$12.6M	1	0.22%	New
212	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$14M	+$10M	1	0.11%	Increased
213	Balyasny Asset Management Chicago, Illinois	$13.9M	-$13.4M	1	0.18%	Reduced
214	Hancock Whitney Gulfport, Mississippi	$13.9M	-$114K	1	0.57%	Reduced
215	QIM Quantitative Investment Management Charlottesville, Virginia	$13.7M	+$1.15M	2	1.32%	Increased
216	ProShare Advisors Bethesda, Maryland	$13.6M	+$4M	2	0.2%	Increased
217	Vaughan Nelson Investment Management Houston, Texas	$13.6M	+$12.1M	1	0.21%	New
218	HCM Hodges Capital Management Dallas, Texas	$13.5M	+$5.37M	1	0.97%	Increased
219	Thrivent Financial for Lutherans Minneapolis, Minnesota	$13.4M	-$2.67M	2	0.08%	Reduced
220	BWCA Brenner West Capital Advisors New York	$13.1M	+$11.7M	1	1.82%	New
221	CCMH Cornerstone Capital Management Holdings New York	$12.9M	-$23.9M	2	0.15%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$12.9M	+$85.3K	2	0.1%	Increased
223	DAM Deltec Asset Management New York	$12.8M	+$3.42M	1	3.09%	Increased
224	Chilton Investment Company Stamford, Connecticut	$12.7M	-$38.1M	1	0.37%	Reduced
225	JCG JHL Capital Group Chicago, Illinois	$12.7M	+$11.4M	1	1.14%	New