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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	WAM Warlander Asset Management New York	$26.9M	-$2.93M	1	2.44%	Reduced
202	Winton Group London, United Kingdom	$26.5M	-$11.1M	2	0.78%	Reduced
203	Thrivent Financial for Lutherans Minneapolis, Minnesota	$26.5M	-$429K	3	0.11%	Reduced
204	CG Cutler Group San Francisco, California	$26.2M	+$14M	5	0.97%	Increased
205	Retirement Systems of Alabama Montgomery, Alabama	$26.1M	+$18.4K	2	0.14%	Increased
206	CCI Credit Capital Investments Livingston, New Jersey	$26M	+$1.18M	2	34.65%	Increased
207	Lord, Abbett & Co Jersey City, New Jersey	$26M	-$78.4M	2	0.08%	Reduced
208	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$25.3M	-$8.32M	1	0.3%	Reduced
209	Aperio Group Sausalito, California	$25.3M	+$3.88M	3	0.16%	Increased
210	PP PDT Partners New York	$25.2M	+$1.29M	2	1.01%	Increased
211	AIG American International Group New York	$24.9M	-$425K	4	0.09%	Reduced
212	Polar Capital London, United Kingdom	$24.9M	-$689K	1	0.34%	Reduced
213	BNP Paribas Asset Management Paris, France	$24.8M	+$10.6M	2	0.22%	Increased
214	Peregrine Capital Management Minneapolis, Minnesota	$23.6M	-$54K	1	0.59%	Reduced
215	KCM Kingdon Capital Management New York	$23.4M	+$22.9M	1	1.6%	New
216	Nuveen Charlotte, North Carolina	$23M	-$14.4M	2	0.15%	Reduced
217	Comerica Bank Dallas, Texas	$22.8M	+$203K	4	0.17%	Increased
218	Foresters Investment Management New York	$22.4M	-$938K	1	0.38%	Reduced
219	Glenmede Trust Philadelphia, Pennsylvania	$21.8M	$0	4	0.1%	Maintained
220	Zurich Cantonal Bank Zurich, Switzerland	$21.7M	-$1.87M	4	0.21%	Reduced
221	DI Dalton Investments Las Vegas, Nevada	$21.6M	-$3.37M	1	8.14%	Reduced
222	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$21.5M	+$34K	1	2.46%	Increased
223	PEAK6 Group Chicago, Illinois	$21.5M	-$10.2M	3	0.12%	Reduced
224	CCM Cobalt Capital Management Short Hills, New Jersey	$21.2M	+$8.16M	1	3.42%	Increased
225	Royce & Associates New York	$20.6M	-$6.21M	2	0.14%	Reduced