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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	EA Euclid Advisors Hartford, Connecticut	$13.5M	+$3.4M	2	0.1%	Increased
227	Winton Capital Management London, United Kingdom	$13.5M	+$9.84M	2	0.09%	Increased
228	DM Delphi Management Brookline, Massachusetts	$13.3M	+$1.12M	1	1.44%	Increased
229	Comerica Bank Dallas, Texas	$13.3M	+$452K	3	0.1%	Increased
230	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$13.1M	-$13.4M	3	0.08%	Reduced
231	QS Investors New York	$13M	+$3.62M	2	0.39%	Increased
232	GACM Green Arrow Capital Management New York	$12.9M	-$2.19M	2	1.1%	Reduced
233	Thornburg Investment Management Santa Fe, New Mexico	$12.8M	+$12.9M	1	0.05%	New
234	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.5M	-$139K	2	0.08%	Reduced
235	Gateway Investment Advisers Cincinnati, Ohio	$12.3M	+$7.94M	2	0.1%	Increased
236	Bridgeway Capital Management Houston, Texas	$12.2M	$0	1	0.35%	Maintained
237	GP GLG Partners London, United Kingdom	$12M	+$7.52M	1	0.24%	Increased
238	SGH Schonfeld Group Holdings Jericho, New York	$12M	+$6.73M	2	3.01%	Increased
239	DAM Deltec Asset Management New York	$12M	-$1.99M	1	2.65%	Reduced
240	HBK Investments Dallas, Texas	$12M	+$10.4M	2	0.22%	Increased
241	WC Wexford Capital West Palm Beach, Florida	$11.8M	+$598K	1	0.89%	Increased
242	CAM Centre Asset Management New York	$11.7M	+$2.15M	2	1.73%	Increased
243	ZDA Zweig-DiMenna Associates New York	$11.7M	-$12M	1	0.69%	Reduced
244	Royal London Asset Management United Kingdom	$11.6M	+$1.89M	2	0.27%	Increased
245	Edge Asset Management Seattle, Washington	$11.5M	-$5.31K	1	0.12%	Reduced
246	CC Clearline Capital New York	$11.5M	+$11.5M	1	2.61%	New
247	TSU TD Securities (USA) New York	$11.2M	-$760K	2	0.2%	Reduced
248	BCM Bodri Capital Management San Francisco, California	$11M	+$5.31M	1	5.5%	Increased
249	ARTA A.R.T. Advisors New York	$10.9M	+$10.9M	2	0.58%	New
250	Natixis Advisors Boston, Massachusetts	$10.7M	+$39.7K	2	0.17%	Increased