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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	MAM Myriad Asset Management North Point, Hong Kong	$27.4M	+$17.2M	1	4.88%	Increased
202	TCM Tekne Capital Management New York	$26.8M	+$25.4M	1	5.03%	New
203	RS Investment Management San Francisco, California	$26.8M	+$9.14M	2	0.24%	Increased
204	TD Asset Management Toronto, Ontario, Canada	$26.3M	-$1.56M	2	0.04%	Reduced
205	Gateway Investment Advisers Cincinnati, Ohio	$26.2M	+$1.06M	2	0.22%	Increased
206	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$25.8M	-$1.31M	1	0.55%	Reduced
207	Los Angeles Capital Management Los Angeles, California	$24.9M	+$6.96M	3	0.23%	Increased
208	Vaughan Nelson Investment Management Houston, Texas	$24.8M	-$3.31K	1	0.36%	Reduced
209	SI Standard Investments New York	$24.8M	$0	1	1.32%	Maintained
210	Banque Pictet & Cie Geneva 73, Switzerland	$24.7M	-$1.79M	1	0.65%	Reduced
211	Jupiter Investment Management London, United Kingdom	$24.6M	-$15.1M	1	0.87%	Reduced
212	STRS Ohio Columbus, Ohio	$24.3M	+$475K	2	0.11%	Increased
213	HighTower Advisors Chicago, Illinois	$23.6M	+$3.25M	3	0.36%	Increased
214	Schroder Investment Management Group London, United Kingdom	$23.5M	+$22M	2	0.05%	Increased
215	OCMI Oaktop Capital Management II Chatham, New Jersey	$23.4M	$0	1	5.17%	Maintained
216	BA Boston Advisors Boston, Massachusetts	$22.9M	+$4.01M	2	0.97%	Increased
217	HCM Hodges Capital Management Dallas, Texas	$22.9M	-$1.51M	1	0.93%	Reduced
218	AIG American International Group New York	$22.6M	+$359K	4	0.1%	Increased
219	PCM Penn Capital Management Philadelphia, Pennsylvania	$22.4M	+$4.28M	1	0.94%	Increased
220	HCMT Highland Capital Management (Texas) Dallas, Texas	$22.3M	+$17.1M	1	0.74%	Increased
221	SEI Investments Oaks, Pennsylvania	$22.3M	+$21.2M	4	0.2%	New
222	GH GAM Holding Zurich, Switzerland	$22.1M	+$5.94M	2	0.33%	Increased
223	Needham Investment Management New York	$21.3M	-$589K	1	4.48%	Reduced
224	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$21M	-$26.5M	1	0.81%	Reduced
225	NIMC NWQ Investment Management Company Los Angeles, California	$20.9M	-$101K	1	0.25%	Reduced