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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	HCCM Herring Creek Capital Management Stamford, Connecticut	$15.1M	+$16.6M	1	3.59%	New
252	PineBridge Investments New York	$14.9M	+$8.57M	2	0.55%	Increased
253	GCP GSA Capital Partners London, United Kingdom	$14.8M	+$12.1M	4	0.59%	Increased
254	DekaBank Deutsche Girozentrale Frankfurt, Germany	$14.8M	+$9.72M	2	0.18%	Increased
255	TCW Group Los Angeles, California	$14.6M	-$50.4M	2	0.07%	Reduced
256	Clal Insurance Tel-Aviv, Israel	$14.6M	+$16.1M	1	0.34%	New
257	TSU TD Securities (USA) New York	$14.5M	-$864K	2	0.22%	Reduced
258	Laurion Capital Management New York	$14.4M	+$15.8M	1	0.28%	New
259	NM Nokota Management New York	$14.4M	+$15.9M	2	0.4%	New
260	Edge Asset Management Seattle, Washington	$14.2M	-$77.1K	1	0.12%	Reduced
261	PRCM Pine River Capital Management Minnetonka, Minnesota	$14.1M	-$56.8K	1	0.17%	Reduced
262	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$14M	+$409K	2	0.1%	Increased
263	Comerica Bank Dallas, Texas	$14M	-$11M	2	0.12%	Reduced
264	Credit Agricole Montrouge Cedex, France	$13.9M	-$4.2M	2	0.06%	Reduced
265	KG Karamaan Group New York	$13.4M	+$4.51M	1	12.25%	Increased
266	DAM Deltec Asset Management New York	$13.1M	+$2.84M	1	2.85%	Increased
267	BA Boston Advisors Boston, Massachusetts	$13M	-$8.22M	1	0.51%	Reduced
268	HCM Hodges Capital Management Dallas, Texas	$12.9M	-$5.26M	1	0.49%	Reduced
269	Raymond James & Associates St Petersburg, Florida	$12.9M	+$461K	2	0.06%	Increased
270	YCMGA York Capital Management Global Advisors New York	$12.3M	+$13.9M	1	0.08%	New
271	Zacks Investment Management Chicago, Illinois	$12.1M	+$988K	2	0.38%	Increased
272	FCM Firsthand Capital Management San Jose, California	$11.9M	$0	1	7.53%	Maintained
273	Nomura Holdings Tokyo, Japan	$11.8M	+$3.65M	3	0.04%	Increased
274	CAM Capstone Asset Management Houston, Texas	$11.8M	+$2.18M	2	0.33%	Increased
275	Moore Capital Management New York	$11.6M	+$1.91M	1	0.26%	Increased