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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
251	BA Boston Advisors Boston, Massachusetts	$16M	+$14.2M	1	0.69%	New
252	DAM Deltec Asset Management New York	$16M	-$559K	1	3.4%	Reduced
253	Mitsubishi UFJ Asset Management Tokyo, Japan	$15.8M	+$2.04M	2	0.41%	Increased
254	ICM Ionic Capital Management New York	$15.5M	+$7.3M	2	0.5%	Increased
255	QS Investors New York	$15.5M	-$1.97M	2	0.41%	Reduced
256	AAP Ardsley Advisory Partners Stamford, Connecticut	$15.4M	+$12.8M	2	1.96%	New
257	Analytic Investors Los Angeles, California	$15.4M	-$5.21M	1	0.25%	Reduced
258	DCM Dupont Capital Management Wilmington, Delaware	$15M	+$2.48M	2	0.25%	Increased
259	CAM Centre Asset Management New York	$14.8M	-$533K	2	2.23%	Reduced
260	EVC Eidelman Virant Capital Saint Louis, Missouri	$14.8M	+$18.5K	1	6.11%	Increased
261	Natixis Advisors Boston, Massachusetts	$14.7M	+$604K	2	0.21%	Increased
262	EA Euclid Advisors Hartford, Connecticut	$14.6M	-$3.1M	2	0.1%	Reduced
263	Credit Agricole Montrouge Cedex, France	$14.5M	-$16.1M	2	0.06%	Reduced
264	Panagora Asset Management Boston, Massachusetts	$14.4M	+$1.8M	4	0.07%	Increased
265	Comerica Bank Dallas, Texas	$14.3M	-$3.01M	2	0.12%	Reduced
266	HBK Investments Dallas, Texas	$14.3M	-$1.93M	2	0.29%	Reduced
267	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$14.2M	+$10.2M	1	0.48%	Increased
268	Edge Asset Management Seattle, Washington	$14.1M	-$77.6K	1	0.14%	Reduced
269	BCM Bodri Capital Management San Francisco, California	$13.5M	$0	1	6.97%	Maintained
270	JCM Jag Capital Management St Louis, Missouri	$13.5M	+$11.1M	1	2.62%	New
271	LSCM Light Street Capital Management Palo Alto, California	$13.4M	+$4.71M	1	1.85%	Increased
272	Royal London Asset Management United Kingdom	$13.1M	-$82.7K	2	0.3%	Reduced
273	Arizona State Retirement System Phoenix, Arizona	$12.9M	+$131K	2	0.16%	Increased
274	Gulf International Bank (UK) London, United Kingdom	$12.8M	$0	2	0.24%	Maintained
275	Zacks Investment Management Chicago, Illinois	$12.8M	+$240K	3	0.45%	Increased