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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	Comerica Bank Dallas, Texas	$15.9M	+$963K	3	0.13%	Increased
227	ZWJ Investment Counsel Atlanta, Georgia	$15.7M	-$383K	1	1.51%	Reduced
228	RIG Roosevelt Investment Group New York	$15.5M	-$1.89M	1	1.38%	Reduced
229	Cullen/Frost Bankers San Antonio, Texas	$15.5M	-$280K	1	0.53%	Reduced
230	Braun Stacey Associates New York	$15.4M	+$13.2M	1	1.01%	New
231	Aperio Group Sausalito, California	$15.1M	+$7.89K	4	0.12%	Increased
232	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$15.1M	-$3.38M	2	2.06%	Reduced
233	OAMG Odey Asset Management Group London, United Kingdom	$14.8M	-$7.81M	2	1.56%	Reduced
234	FP Foundry Partners Minneapolis, Minnesota	$14.6M	-$129K	1	0.63%	Reduced
235	JP Morgan Private Wealth Advisors San Francisco, California	$14.6M	+$210K	2	0.13%	Increased
236	Needham Investment Management New York	$14.6M	-$1.29M	2	3.73%	Reduced
237	PRCM Pine River Capital Management Minnetonka, Minnesota	$14.1M	$0	1	0.51%	Maintained
238	DZ Bank Frankfurt Am Main, Germany	$14.1M	+$12.4M	2	0.07%	New
239	ELI Empire Life Investments Toronto, Ontario, Canada	$13.9M	+$13.7M	1	1.13%	New
240	AIS AlphaOne Investment Services West Chester, Pennsylvania	$13.8M	-$184K	2	3.82%	Reduced
241	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$13.6M	+$3.77M	3	1.72%	Increased
242	Adams Diversified Equity Fund Baltimore, Maryland	$13.5M	$0	1	0.84%	Maintained
243	Nisa Investment Advisors St. Louis, Missouri	$13.4M	-$315K	3	0.16%	Reduced
244	BOK Financial Tulsa, Oklahoma	$13.4M	-$193K	1	0.44%	Reduced
245	WI Wafra Inc New York	$13.3M	+$970K	1	0.72%	Increased
246	TPSF Texas Permanent School Fund Austin, Texas	$13.1M	-$246K	3	0.17%	Reduced
247	ZDA Zweig-DiMenna Associates New York	$13.1M	-$11.7M	2	0.94%	Reduced
248	State of Michigan Retirement System Lansing, Michigan	$13M	-$740K	2	0.1%	Reduced
249	Nomura Holdings Tokyo, Japan	$13M	+$194K	2	0.03%	Increased
250	Macquarie Group Sydney, NSW 2000, Australia	$12.9M	+$847K	3	0.02%	Increased