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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	Royce & Associates New York	$23.4M	+$1M	3	0.21%	Increased
202	Lazard Asset Management New York	$23.3M	+$175K	3	0.04%	Increased
203	CCI Credit Capital Investments Livingston, New Jersey	$23.2M	-$3.89M	1	29.82%	Reduced
204	Nisa Investment Advisors St. Louis, Missouri	$23M	+$44.4K	3	0.22%	Increased
205	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.7M	-$2.83M	1	0.63%	Reduced
206	Pacer Advisors Malvern, Pennsylvania	$22.7M	+$2.78M	4	0.55%	Increased
207	MN Services Vermogensbeheer The Hague, Netherlands	$22.3M	-$1.9M	2	0.26%	Reduced
208	Rockefeller Capital Management New York	$22.3M	+$3.4M	2	0.31%	Increased
209	Envestnet Asset Management Chicago, Illinois	$22.1M	-$17.9M	3	0.03%	Reduced
210	Arizona State Retirement System Phoenix, Arizona	$22.1M	+$1.44M	4	0.26%	Increased
211	Virginia Retirement Systems Richmond, Virginia	$21.9M	+$6.79M	2	0.25%	Increased
212	HighTower Advisors Chicago, Illinois	$21.4M	+$2.07M	4	0.13%	Increased
213	Fifth Third Bancorp Cincinnati, Ohio	$21.3M	-$6.75M	2	0.13%	Reduced
214	Winton Group London, United Kingdom	$20.7M	+$6.87M	1	0.4%	Increased
215	MetLife Investment Management Whippany, New Jersey	$20.6M	-$43.8M	4	0.22%	Reduced
216	Associated Banc-Corp Green Bay, Wisconsin	$20.5M	-$1.56M	1	1.12%	Reduced
217	Yacktman Asset Management Austin, Texas	$20.3M	+$124K	1	0.24%	Increased
218	Advisors Capital Management Ridgewood, New Jersey	$20.1M	-$1.16M	1	1.19%	Reduced
219	Wolverine Trading Chicago, Illinois	$19.6M	+$11.4M	3	0.06%	Increased
220	WI Wafra Inc New York	$19.4M	+$4.88M	1	0.65%	Increased
221	BA Boston Advisors Boston, Massachusetts	$19.2M	-$1.18M	2	1.03%	Reduced
222	Tudor Investment Corp Stamford, Connecticut	$19.1M	+$12.5M	4	0.54%	Increased
223	Squarepoint New York	$18.9M	+$12M	3	0.18%	Increased
224	ICOM Investment Counselors of Maryland Baltimore, Maryland	$18.6M	-$448K	1	0.87%	Reduced
225	Swiss Life Asset Management Zurich,	$18.6M	+$5.17M	2	0.22%	Increased