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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	CC Coastland Capital Palo Alto, California	$11.2M	+$10.8M	1	0.3%	New
252	Analytic Investors Los Angeles, California	$11M	-$2.36M	2	0.16%	Reduced
253	Amundi Asset Management US Boston, Massachusetts	$10.9M	+$10.7M	2	0.04%	Increased
254	Nomura Holdings Tokyo, Japan	$10.9M	+$1.36M	3	0.03%	Increased
255	ZWJ Investment Counsel Atlanta, Georgia	$10.7M	+$15.1M	1	1.11%	New
256	ZA Zweig Advisers Hartford, Connecticut	$10.4M	+$5.09M	1	1.58%	Increased
257	COC Commonwealth Opportunity Capital Los Angeles, California	$10.4M	+$14.7M	1	2.94%	New
258	Adams Diversified Equity Fund Baltimore, Maryland	$10.4M	-$7.67M	1	0.69%	Reduced
259	BOTW Bank of the West Monterey Park, California	$10.4M	+$4.93M	2	1.48%	Increased
260	6CM 683 Capital Management New York	$10.1M	+$8.6M	1	2.11%	Increased
261	Jane Street New York	$9.96M	+$11.8M	2	0.06%	Increased
262	Scout Investments Kansas City, Missouri	$9.7M	+$9.36M	1	0.18%	New
263	Meag Munich Ergo Munich, Germany	$9.64M	+$13.6M	1	0.5%	New
264	Gulf International Bank (UK) London, United Kingdom	$9.54M	+$23.5K	2	0.17%	Increased
265	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$9.27M	-$5.35M	1	0.38%	Reduced
266	TCM Tygh Capital Management Portland, Oregon	$9.24M	+$1.42M	2	1.65%	Increased
267	LSV Asset Management Chicago, Illinois	$8.91M	+$5.62M	2	0.02%	Increased
268	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.84M	-$38.2K	2	0.18%	Reduced
269	DAM Deltec Asset Management New York	$8.77M	-$427K	1	1.93%	Reduced
270	PIA Piedmont Investment Advisors Durham, North Carolina	$8.7M	+$7.04M	2	0.18%	Increased
271	HHC Hutchin Hill Capital New York	$8.65M	+$11.4M	2	0.22%	Increased
272	NM Nokota Management New York	$8.57M	-$2.07M	1	0.23%	Reduced
273	CIBC World Markets New York	$8.49M	-$18.6M	2	0.27%	Reduced
274	Moore Capital Management New York	$8.42M	-$1.89M	2	0.18%	Reduced
275	Nisa Investment Advisors St. Louis, Missouri	$8.35M	-$384K	2	0.12%	Reduced