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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	Aperio Group Sausalito, California	$36.6M	+$2.85M	3	0.21%	Increased
202	CCM Cobalt Capital Management Short Hills, New Jersey	$36.5M	+$6.89M	1	5%	Increased
203	Retirement Systems of Alabama Montgomery, Alabama	$35.8M	+$1.24M	2	0.19%	Increased
204	William Blair Investment Management Chicago, Illinois	$35.1M	-$409K	1	0.13%	Reduced
205	Zurich Cantonal Bank Zurich, Switzerland	$34.3M	+$4.76M	4	0.32%	Increased
206	CCI Credit Capital Investments Livingston, New Jersey	$34.3M	$0	2	37.84%	Maintained
207	Nuveen Charlotte, North Carolina	$34.2M	+$3.59M	2	0.22%	Increased
208	Thrivent Financial for Lutherans Minneapolis, Minnesota	$34.1M	-$364K	3	0.12%	Reduced
209	Lord, Abbett & Co Jersey City, New Jersey	$33.6M	-$356K	2	0.1%	Reduced
210	TCW Group Los Angeles, California	$33.6M	-$64M	1	0.27%	Reduced
211	BNP Paribas Asset Management Paris, France	$33.3M	+$709K	2	0.28%	Increased
212	AAM Ardevora Asset Management London, United Kingdom	$33.2M	-$1.74M	1	0.99%	Reduced
213	Peregrine Capital Management Minneapolis, Minnesota	$31.8M	-$195K	1	0.76%	Reduced
214	CC Crosslink Capital Menlo Park, California	$31.2M	-$6.69M	2	5.3%	Reduced
215	AIG American International Group New York	$31.1M	-$1.31M	4	0.11%	Reduced
216	PCM Prelude Capital Management New York	$30.1M	+$13.1M	2	2.72%	Increased
217	IIM Ivory Investment Management New York	$29.9M	-$87M	1	1.49%	Reduced
218	Numeric Investors Boston, Massachusetts	$29.8M	+$23.3M	1	0.23%	Increased
219	Foresters Investment Management New York	$28.9M	-$389K	1	0.47%	Reduced
220	Comerica Bank Dallas, Texas	$28.2M	-$669K	4	0.2%	Reduced
221	SCM Sanoor Capital Management Greenwich, Connecticut	$28.1M	+$2.58M	1	13.41%	Increased
222	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$27.9M	+$3.26M	2	0.09%	Increased
223	Nomura Holdings Tokyo, Japan	$27.4M	+$956K	2	0.06%	Increased
224	Arizona State Retirement System Phoenix, Arizona	$26.8M	+$7.02M	3	0.32%	Increased
225	PP PDT Partners New York	$26.5M	-$5.45M	2	0.88%	Reduced