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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	Retirement Systems of Alabama Montgomery, Alabama	$23.4M	-$618K	2	0.13%	Reduced
202	VOYA Investment Management Atlanta, Georgia	$23.4M	-$199K	4	0.05%	Reduced
203	MLICM Metropolitan Life Insurance Company (MetLife) New York	$23.3M	-$1.56M	2	0.17%	Reduced
204	CC Clearline Capital New York	$23M	+$17.3M	1	3.45%	Increased
205	Flossbach Von Storch Cologne, Germany	$22M	+$10.6M	1	0.5%	Increased
206	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$21.9M	-$1.1M	1	0.5%	Reduced
207	NIMC NWQ Investment Management Company Los Angeles, California	$21.6M	-$1.93M	1	0.27%	Reduced
208	Aviva London, United Kingdom	$21.5M	+$5.44M	2	0.15%	Increased
209	SCM SkyTop Capital Management Rutherford, New Jersey	$21.2M	$0	1	13.38%	Maintained
210	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$21.2M	+$7.37M	2	0.24%	Increased
211	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$20.8M	-$3.85M	1	0.86%	Reduced
212	OCMI Oaktop Capital Management II Chatham, New Jersey	$20.7M	$0	1	4.55%	Maintained
213	Gateway Investment Advisers Cincinnati, Ohio	$20.7M	+$199K	2	0.17%	Increased
214	Schroder Investment Management Group London, United Kingdom	$20.7M	-$488K	2	0.04%	Reduced
215	SCA Southpoint Capital Advisors New York	$20.3M	+$10.5M	1	0.87%	Increased
216	Thompson Siegel & Walmsley Richmond, Virginia	$20.2M	-$10.2M	2	0.35%	Reduced
217	Virginia Retirement Systems Richmond, Virginia	$20.2M	+$4.41M	2	0.3%	Increased
218	Banque Pictet & Cie Geneva 73, Switzerland	$20.1M	+$1.07M	1	0.52%	Increased
219	Needham Investment Management New York	$20M	-$1.93M	1	4.26%	Reduced
220	AIG American International Group New York	$19.9M	+$1.52M	4	0.08%	Increased
221	KBC Group Brussels, Belgium	$19.5M	+$8.72M	2	0.25%	Increased
222	QI Quotient Investors New York	$19.4M	+$13.8M	1	2.62%	Increased
223	AL Airain Ltd St. Peter Port, Guernsey	$19.3M	+$19.3M	4	1.18%	Increased
224	Mitsubishi UFJ Asset Management Tokyo, Japan	$18.9M	+$8.52M	2	0.56%	Increased
225	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$18.8M	-$37.8M	1	0.97%	Reduced