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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	TCW Group Los Angeles, California	$78M	+$609K	2	0.68%	Increased
202	Bank Julius Baer & Co Zurich, Switzerland	$77.4M	+$629K	2	0.49%	Increased
203	AIG American International Group New York	$76.9M	-$2.65M	4	0.26%	Reduced
204	LPL Financial San Diego, California	$75.2M	+$11.9M	5	0.08%	Increased
205	Loomis, Sayles & Company Boston, Massachusetts	$74.9M	-$55.8M	3	0.09%	Reduced
206	Marshall Wace North America New York	$74.9M	-$53.3M	4	0.31%	Reduced
207	ACI AMP Capital Investors Sydney, Australia	$73.9M	-$7.46M	3	0.35%	Reduced
208	Castleark Management Chicago, Illinois	$72.2M	-$11.2M	1	2.42%	Reduced
209	M&G Investment Management London, United Kingdom	$69.1M	+$3.04M	3	0.17%	Increased
210	Wolverine Trading Chicago, Illinois	$68.3M	+$30M	4	0.11%	Increased
211	MSL Mackay Shields LLC New York	$68.2M	+$21.3M	2	0.64%	Increased
212	SEI Investments Oaks, Pennsylvania	$68M	-$5.05M	4	0.15%	Reduced
213	Mariner Overland Park, Kansas	$67.9M	+$7.27M	2	0.42%	Increased
214	Nisa Investment Advisors St. Louis, Missouri	$67.1M	-$9.98M	4	0.42%	Reduced
215	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$67.1M	+$24.6M	2	0.56%	Increased
216	Mackenzie Financial Toronto Ontario, Ontario, Canada	$67M	-$9.26M	2	0.09%	Reduced
217	Truist Financial Charlotte, North Carolina	$66.6M	+$2.18M	3	0.11%	Increased
218	RAM RWC Asset Management London, United Kingdom	$65.8M	-$2.12M	1	1.88%	Reduced
219	AAM Ardevora Asset Management London, United Kingdom	$65.6M	+$11.3M	1	0.83%	Increased
220	Aviva London, United Kingdom	$65.2M	-$25.6M	2	0.29%	Reduced
221	Jacobs Levy Equity Management Florham Park, New Jersey	$64.5M	+$44.1M	1	0.44%	Increased
222	Braun Stacey Associates New York	$64.2M	-$1.93M	2	2.5%	Reduced
223	Stifel Financial St. Louis, Missouri	$64.1M	-$1.07M	4	0.1%	Reduced
224	MC Maplelane Capital New York	$64M	-$44.7M	2	2.09%	Reduced
225	HM Payson & Co Portland, Maine	$63M	+$5.45M	2	1.54%	Increased