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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	JP Morgan Private Wealth Advisors San Francisco, California	$9.42M	+$48.1K	1	0.09%	Increased
227	PIM Platinum Investment Management Sydney Australia 2000, Australia	$9.32M	$0	1	0.21%	Maintained
228	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$9.31M	-$1.54M	2	1.11%	Reduced
229	Mackenzie Financial Toronto Ontario, Ontario, Canada	$9.31M	+$499K	2	0.08%	Increased
230	BOK Financial Tulsa, Oklahoma	$9.25M	-$194K	1	0.33%	Reduced
231	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$9.22M	+$2.16M	1	0.12%	Increased
232	CCI Credit Capital Investments Livingston, New Jersey	$9.17M	+$279K	1	6.61%	Increased
233	Brown Advisory Baltimore, Maryland	$8.98M	-$3.22M	2	0.03%	Reduced
234	IIA IPG Investment Advisors San Diego, California	$8.96M	+$1.48M	1	4.04%	Increased
235	BPB Badgley, Phelps & Bell Seattle, Washington	$8.87M	+$543K	1	0.83%	Increased
236	Raymond James & Associates St Petersburg, Florida	$8.8M	-$3.44M	3	0.03%	Reduced
237	FP Foundry Partners Minneapolis, Minnesota	$8.8M	+$7.75M	1	0.87%	New
238	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.62M	+$135K	1	1.62%	Increased
239	RCM Redwood Capital Management New York	$8.38M	$0	1	1.32%	Maintained
240	State of Michigan Retirement System Lansing, Michigan	$8.26M	-$121K	2	0.07%	Reduced
241	VCM Vigilant Capital Management Portland, Maine	$8.09M	+$65.1K	1	1.62%	Increased
242	GCM Gruss Capital Management New York	$8.06M	+$8.6M	1	0.25%	New
243	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.99M	+$2.78M	3	0.04%	Increased
244	Aperio Group Sausalito, California	$7.96M	+$1.31M	4	0.07%	Increased
245	Vident Investment Advisory Alpharetta, Georgia	$7.92M	+$3.88M	2	0.49%	Increased
246	Associated Banc-Corp Green Bay, Wisconsin	$7.89M	+$462K	1	0.52%	Increased
247	Envestnet Asset Management Chicago, Illinois	$7.84M	-$23.4K	3	0.03%	Reduced
248	LSA L & S Advisors Los Angeles, California	$7.84M	+$3.7M	1	1.94%	Increased
249	Nisa Investment Advisors St. Louis, Missouri	$7.82M	+$1.05M	3	0.11%	Increased
250	CC Cannell & Co New York	$7.7M	-$25M	1	0.28%	Reduced