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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	TCA Taconic Capital Advisors New York	$15.4M	-$6.48M	1	0.5%	Reduced
252	EVC Eidelman Virant Capital Saint Louis, Missouri	$15.3M	-$7.12K	1	7.36%	Reduced
253	Royal London Asset Management United Kingdom	$15.3M	+$682K	2	0.38%	Increased
254	ICM Ionic Capital Management New York	$15.3M	-$1.02M	2	0.48%	Reduced
255	BLM Bennett Lawrence Management New York	$15.1M	-$8.44M	2	3.43%	Reduced
256	Moore Capital Management New York	$15.1M	+$3.72M	2	0.35%	Increased
257	DCM Decatur Capital Management Decatur, Georgia	$14.8M	+$14M	1	2.49%	New
258	Bridgewater Associates Westport, Connecticut	$14.8M	-$15.1M	1	0.12%	Reduced
259	Comerica Bank Dallas, Texas	$14.6M	-$511K	2	0.13%	Reduced
260	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$14.3M	+$4.28M	3	0.92%	Increased
261	CC Carlson Capital Dallas, Texas	$14.1M	-$21.1M	1	0.15%	Reduced
262	Natixis Paris, France	$14M	+$7.19M	1	0.22%	Increased
263	LSCM Light Street Capital Management Palo Alto, California	$14M	+$2.32M	1	1.98%	Increased
264	CAM Centre Asset Management New York	$13.9M	-$1.78M	2	2.14%	Reduced
265	Voloridge Investment Management Jupiter, Florida	$13.9M	-$5.65M	2	0.65%	Reduced
266	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.8M	-$2.8M	2	0.41%	Reduced
267	Flossbach Von Storch Cologne, Germany	$13.8M	+$10.8M	1	0.3%	Increased
268	Gulf International Bank (UK) London, United Kingdom	$13.6M	+$116K	2	0.25%	Increased
269	Arizona State Retirement System Phoenix, Arizona	$13.6M	-$10.4K	2	0.17%	Reduced
270	ICAP Independence Capital Asset Partners Denver, Colorado	$13.3M	-$5.76M	1	1.85%	Reduced
271	DAM Deltec Asset Management New York	$13.2M	-$3.24M	1	2.96%	Reduced
272	OMERS Administration Corp Toronto, Ontario, Canada	$13.2M	+$11.9M	1	0.39%	Increased
273	Jefferies Group New York	$13M	+$7.53M	1	0.09%	Increased
274	MCM McKinley Capital Management Anchorage, Alaska	$12.9M	-$5.63K	1	0.57%	Reduced
275	B BP London, United Kingdom	$12.8M	+$1.3M	1	0.37%	Increased