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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	Highbridge Capital Management New York	$11.2M	+$9.06M	3	0.18%	Increased
227	Voloridge Investment Management Jupiter, Florida	$11.2M	+$8.85M	1	0.32%	Increased
228	Adams Diversified Equity Fund Baltimore, Maryland	$10.7M	$0	1	0.72%	Maintained
229	Spot Trading Chicago, Illinois	$10.7M	+$4.19M	2	0.18%	Increased
230	CCI Credit Capital Investments Livingston, New Jersey	$10.5M	-$1.26M	1	14.86%	Reduced
231	TCM Tran Capital Management San Rafael, California	$10.5M	+$10.1M	1	0.36%	New
232	APCM Arbiter Partners Capital Management New York	$10.5M	-$7.64M	1	1.35%	Reduced
233	LG Leuthold Group Minneapolis, Minnesota	$10.4M	+$9.91M	1	1.1%	New
234	B BP London, United Kingdom	$10.3M	+$641K	2	0.41%	Increased
235	CIM Contrarius Investment Management St. Helier, Jersey	$10.2M	+$8.46M	1	0.87%	New
236	ZWJ Investment Counsel Atlanta, Georgia	$10.1M	+$688K	1	1.01%	Increased
237	Moore Capital Management New York	$10.1M	+$4.42M	1	0.39%	Increased
238	Luther King Capital Management (LKCM) Fort Worth, Texas	$10M	-$6.32M	3	0.1%	Reduced
239	Aperio Group Sausalito, California	$10M	+$829K	4	0.08%	Increased
240	Zacks Investment Management Chicago, Illinois	$10M	-$961K	1	0.31%	Reduced
241	TPSF Texas Permanent School Fund Austin, Texas	$10M	-$552K	3	0.13%	Reduced
242	BOK Financial Tulsa, Oklahoma	$9.86M	+$423K	1	0.35%	Increased
243	CMG Cavalry Management Group San Francisco, California	$9.84M	+$8.13M	1	10.66%	New
244	State of Michigan Retirement System Lansing, Michigan	$9.62M	+$98.4K	2	0.08%	Increased
245	GL GLG LLC New York	$9.47M	+$6.25M	2	0.71%	Increased
246	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.46M	-$814K	1	0.39%	Reduced
247	BPB Badgley, Phelps & Bell Seattle, Washington	$9.39M	+$355K	1	0.86%	Increased
248	PGGM Investments Zeist, Netherlands	$9.38M	-$6.89M	1	0.05%	Reduced
249	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.31M	+$7.69M	1	0.57%	New
250	FP Foundry Partners Minneapolis, Minnesota	$9.28M	+$309K	1	0.53%	Increased