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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	Scout Investments Kansas City, Missouri	$15.1M	-$247K	2	0.38%	Reduced
202	VOYA Investment Management Atlanta, Georgia	$15.1M	-$379K	4	0.04%	Reduced
203	Nomura Asset Management Tokyo, Japan	$15M	+$158K	2	0.29%	Increased
204	AIG American International Group New York	$15M	+$107K	4	0.06%	Increased
205	Reinhart Partners Mequon, Wisconsin	$15M	-$4.39M	1	1.6%	Reduced
206	Walleye Trading New York	$14.8M	-$4.44M	3	0.14%	Reduced
207	Royce & Associates New York	$14.8M	+$28.6K	2	0.09%	Increased
208	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.6M	+$413K	3	0.19%	Increased
209	Pictet Asset Management (UK) London, United Kingdom	$14.6M	-$634K	2	0.06%	Reduced
210	Clal Insurance Tel-Aviv, Israel	$14.6M	+$2.42M	1	0.39%	Increased
211	Aviva London, United Kingdom	$14.6M	-$97.2K	2	0.11%	Reduced
212	Retirement Systems of Alabama Montgomery, Alabama	$14.5M	-$1.24M	2	0.09%	Reduced
213	Raymond James & Associates St Petersburg, Florida	$14.3M	-$3.08M	3	0.05%	Reduced
214	Baupost Group Boston, Massachusetts	$14.2M	$0	1	0.26%	Maintained
215	PEAK6 Group Chicago, Illinois	$14M	-$4.61M	2	0.09%	Reduced
216	WM WS Management Jacksonville, Florida	$13.7M	-$424K	1	0.48%	Reduced
217	I.G. Investment Management Winnipeg, Manitoba, Canada	$13.7M	-$215K	2	0.06%	Reduced
218	Kornitzer Capital Management Shawnee Mission, Kansas	$13.3M	+$15M	1	0.22%	New
219	Kennedy Capital Management St Louis, Missouri	$13.3M	+$1.68M	3	0.27%	Increased
220	TD Asset Management Toronto, Ontario, Canada	$13.2M	-$4.66M	2	0.03%	Reduced
221	Tocqueville Asset Management New York	$12.8M	+$4.45M	1	0.17%	Increased
222	PIM Platinum Investment Management Sydney Australia 2000, Australia	$12.6M	+$160K	1	0.28%	Increased
223	VanEck Associates New York	$12.2M	+$1.93M	2	0.1%	Increased
224	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.1M	-$1.78M	2	0.06%	Reduced
225	CCI Credit Capital Investments Livingston, New Jersey	$12M	-$8.82M	1	7.99%	Reduced