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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	Aviva London, United Kingdom	$17.9M	+$474K	2	0.13%	Increased
202	Banque Pictet & Cie Geneva 73, Switzerland	$17.7M	+$1.43M	2	1.42%	Increased
203	ICOM Investment Counselors of Maryland Baltimore, Maryland	$17.7M	+$1.6M	1	0.82%	Increased
204	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$17.6M	-$7.46M	1	0.46%	Reduced
205	Pictet Asset Management (UK) London, United Kingdom	$17.6M	-$463K	2	0.07%	Reduced
206	Edmond de Rothschild Asset Management (France) Paris, France	$17.5M	+$24.8M	1	0.47%	New
207	ProShare Advisors Bethesda, Maryland	$17.5M	-$5.95M	3	0.24%	Reduced
208	DP DW Partners New York	$17.3M	+$7.33M	1	5.2%	Increased
209	QS Investors New York	$17.1M	-$6.72M	3	0.21%	Reduced
210	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17.1M	+$2.37M	2	0.2%	Increased
211	RCM Redwood Capital Management New York	$17M	$0	1	2.03%	Maintained
212	Nomura Asset Management Tokyo, Japan	$16.9M	+$3.57M	2	0.31%	Increased
213	OAM Oxford Asset Management Oxford, United Kingdom	$16.9M	+$18.6M	2	0.46%	Increased
214	Royce & Associates New York	$16.7M	-$2.16M	2	0.07%	Reduced
215	British Columbia Investment Management Victoria, British Columbia, Canada	$16.7M	-$6.93M	2	0.16%	Reduced
216	Raymond James & Associates St Petersburg, Florida	$16.6M	+$7.09M	3	0.06%	Increased
217	AIG American International Group New York	$16.6M	-$140K	4	0.07%	Reduced
218	KCM Kingdon Capital Management New York	$16.5M	+$8.01M	1	0.65%	Increased
219	PIM Platinum Investment Management Sydney Australia 2000, Australia	$16.5M	+$12.7M	1	0.33%	Increased
220	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$16.1M	+$2.74M	2	0.21%	Increased
221	Hancock Whitney Gulfport, Mississippi	$15.3M	$0	2	0.58%	Maintained
222	Bridgewater Associates Westport, Connecticut	$15.1M	-$16.7M	2	0.14%	Reduced
223	Los Angeles Capital Management Los Angeles, California	$15M	-$3.97M	3	0.14%	Reduced
224	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14.8M	+$2.89M	2	0.08%	Increased
225	HT HAP Trading New York	$14.8M	+$14M	2	0.89%	Increased