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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	$24.6M	+$362K	2	0.14%	Increased
202	DI Dalton Investments Las Vegas, Nevada	$24.3M	-$4.46M	1	10.07%	Reduced
203	AIG American International Group New York	$24.1M	-$200K	4	0.09%	Reduced
204	DZ Bank Frankfurt Am Main, Germany	$24.1M	+$5.19M	2	0.11%	Increased
205	CCI Credit Capital Investments Livingston, New Jersey	$24M	+$289K	2	25.72%	Increased
206	Acadian Asset Management Boston, Massachusetts	$23.8M	+$21.2M	3	0.11%	Increased
207	FA Friess Associates Greenville, Delaware	$23.7M	-$76.4K	1	2.23%	Reduced
208	Highbridge Capital Management New York	$23.5M	-$20.5M	3	0.34%	Reduced
209	ORI Oak Ridge Investments Chicago, Illinois	$23.5M	-$19.7M	1	0.79%	Reduced
210	Polar Capital London, United Kingdom	$23.2M	-$39.6M	1	0.35%	Reduced
211	Edge Asset Management Seattle, Washington	$23.1M	$0	1	0.17%	Maintained
212	PWAG Polaris Wealth Advisory Group San Rafael, California	$22.7M	-$703K	1	2.47%	Reduced
213	ProShare Advisors Bethesda, Maryland	$22.5M	-$338K	3	0.24%	Reduced
214	AGC Angelo Gordon & Co New York	$22.2M	+$6.99M	1	1.36%	Increased
215	IAM Impala Asset Management Palm Beach, Florida	$22.2M	+$18.7M	1	1.03%	New
216	Factory Mutual Insurance Waltham, Massachusetts	$22M	-$4.15M	1	0.26%	Reduced
217	Zurich Cantonal Bank Zurich, Switzerland	$21.9M	+$1.64M	4	0.22%	Increased
218	Peregrine Capital Management Minneapolis, Minnesota	$21.9M	-$1.34M	1	0.56%	Reduced
219	Glenmede Trust Philadelphia, Pennsylvania	$21.8M	-$11.7M	4	0.1%	Reduced
220	PP PDT Partners New York	$21.7M	+$19.9M	1	1.14%	New
221	Associated Banc-Corp Green Bay, Wisconsin	$21.7M	-$795K	1	1.29%	Reduced
222	Edmond de Rothschild Holding Chambesy, Switzerland	$21.6M	-$30.8M	2	0.57%	Reduced
223	Cambiar Investors Denver, Colorado	$21.2M	+$808K	1	0.35%	Increased
224	Foresters Investment Management New York	$21.2M	-$8.92M	1	0.37%	Reduced
225	Braun Stacey Associates New York	$21M	+$562K	1	1.33%	Increased