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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
226	LMF LMR Master Fund Grand Cayman, Cayman Islands	$5.79M	+$4.83M	2	0.52%	New
227	HPA Hilltop Park Associates New York	$5.73M	+$4.43M	1	7.04%	New
228	BA Broadview Advisors Milwaukee, Wisconsin	$5.71M	+$5.82M	1	0.8%	New
229	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.68M	+$4.78M	2	0.16%	New
230	TC TFS Capital West Chester, Pennsylvania	$5.61M	+$4.69M	2	0.24%	New
231	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.56M	+$4.83M	1	0.05%	New
232	LBG Lloyds Banking Group London, United Kingdom	$5.46M	+$4.6M	2	0.06%	New
233	BCM Bourgeon Capital Management Darien, Connecticut	$5.46M	+$4.41M	2	3.88%	New
234	Raymond James & Associates St Petersburg, Florida	$5.46M	+$4.41M	2	0.05%	New
235	BCM Bodri Capital Management San Francisco, California	$5.45M	+$5.34M	2	3.37%	New
236	MUFG Americas New York	$5.37M	+$5M	4	0.11%	New
237	JP Morgan Private Wealth Advisors San Francisco, California	$5.33M	+$5.43M	1	0.13%	New
238	NM Nokota Management New York	$5.32M	+$5.43M	1	0.26%	New
239	Nisa Investment Advisors St. Louis, Missouri	$5.31M	+$4.95M	2	0.08%	New
240	ArrowMark Colorado Holdings Denver, Colorado	$5.25M	+$5.35M	1	1.41%	New
241	Royal London Asset Management United Kingdom	$5.21M	+$4.48M	2	0.15%	New
242	Aviva London, United Kingdom	$5.17M	+$4.52M	2	0.05%	New
243	DCM Dupont Capital Management Wilmington, Delaware	$5.1M	+$5.2M	1	0.1%	New
244	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.08M	+$4.42M	2	0.06%	New
245	Natixis Advisors Boston, Massachusetts	$4.96M	+$5.06M	1	0.1%	New
246	BCM Brightfield Capital Management New York	$4.89M	+$3.97M	1	5.46%	New
247	DCM Daruma Capital Management New York	$4.85M	+$4.94M	1	0.24%	New
248	BC Beaconlight Capital New York	$4.8M	+$3.71M	1	5.15%	New
249	I.G. Investment Management Winnipeg, Manitoba, Canada	$4.8M	+$4.35M	2	0.02%	New
250	PNC Financial Services Group Pittsburgh, Pennsylvania	$4.7M	+$3.91M	2	0.01%	New