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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	NIMC NWQ Investment Management Company Los Angeles, California	$29M	-$6.35M	2	0.7%	Reduced
202	MC Maplelane Capital New York	$28.8M	+$22.2M	2	0.65%	Increased
203	Natixis Paris, France	$28.5M	+$23.9M	2	0.18%	Increased
204	Westfield Capital Management Boston, Massachusetts	$28.4M	-$79M	1	0.23%	Reduced
205	Vaughan Nelson Investment Management Houston, Texas	$27.7M	+$569K	1	0.37%	Increased
206	Raymond James Financial Services Advisors St. Petersburg, Florida	$27.2M	-$652K	2	0.1%	Reduced
207	Rafferty Asset Management New York	$27.1M	-$22.6M	2	0.42%	Reduced
208	Nisa Investment Advisors St. Louis, Missouri	$27M	+$230K	3	0.24%	Increased
209	RG Renaissance Group Covington, Kentucky	$26.8M	-$6.1M	1	1.13%	Reduced
210	CCP Clough Capital Partners Boston, Massachusetts	$26.8M	+$13.5M	1	2.22%	Increased
211	Peregrine Capital Management Minneapolis, Minnesota	$26.7M	-$1.72M	1	0.73%	Reduced
212	Royce & Associates New York	$26.4M	-$1.06M	3	0.24%	Reduced
213	CCI Credit Capital Investments Livingston, New Jersey	$25.8M	$0	1	30.64%	Maintained
214	Walleye Trading New York	$25.4M	+$5.77M	3	0.22%	Increased
215	Atalanta Sosnoff Capital New York	$25.2M	+$8.11M	1	0.82%	Increased
216	BA Boston Advisors Boston, Massachusetts	$25.2M	+$1.46M	3	1.31%	Increased
217	Rockefeller Capital Management New York	$24.8M	-$20.4K	2	0.34%	Reduced
218	SG Americas Securities New York	$24.3M	+$6.85M	4	0.2%	Increased
219	Arizona State Retirement System Phoenix, Arizona	$24.2M	-$1.18M	4	0.3%	Reduced
220	HighTower Advisors Chicago, Illinois	$24.1M	-$223K	4	0.13%	Reduced
221	Pacer Advisors Malvern, Pennsylvania	$23.9M	-$2.41M	4	0.54%	Reduced
222	Driehaus Capital Management Chicago, Illinois	$23.8M	+$24.5M	2	0.77%	New
223	State of Alaska Department of Revenue Juneau, Alaska	$23.7M	+$8.56M	4	0.32%	Increased
224	MetLife Investment Management Whippany, New Jersey	$23.2M	-$629K	4	0.26%	Reduced
225	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$22.9M	+$1.63M	4	0.15%	Increased