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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	TGI Tradewinds Global Investors Los Angeles, California	$8.9M	+$2.86M	1	0.44%	Increased
252	Axa Paris, France	$8.88M	-$31.3M	2	0.04%	Reduced
253	Whitebox Advisors Minneapolis, Minnesota	$8.79M	+$4.34M	1	0.39%	Increased
254	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$8.47M	+$1.27M	1	0.48%	Increased
255	Jefferies Group New York	$8.34M	-$8.88M	3	0.05%	Reduced
256	Adams Diversified Equity Fund Baltimore, Maryland	$8.34M	$0	1	0.6%	Maintained
257	BOTW Bank of the West Monterey Park, California	$8.33M	+$48K	2	1.33%	Increased
258	Zacks Investment Management Chicago, Illinois	$8.28M	-$1.3M	1	0.29%	Reduced
259	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.22M	-$1M	2	0.07%	Reduced
260	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.7M	-$7.26M	1	0.28%	Reduced
261	JP Morgan Private Wealth Advisors San Francisco, California	$7.66M	-$2.4M	1	0.1%	Reduced
262	Gulf International Bank (UK) London, United Kingdom	$7.64M	+$25.8K	2	0.14%	Increased
263	SAM Shell Asset Management The Hague, Netherlands	$7.36M	+$1.13M	2	0.12%	Increased
264	RS Investment Management San Francisco, California	$7.32M	-$3.85M	1	0.07%	Reduced
265	Arizona State Retirement System Phoenix, Arizona	$7.24M	+$8.24M	2	0.1%	New
266	AB AT Bancorp Dubuque, Iowa	$7.21M	+$1.34M	1	2.09%	Increased
267	Los Angeles Capital Management Los Angeles, California	$7.07M	-$5.6M	3	0.07%	Reduced
268	LI LMCG Investments Boston, Massachusetts	$7.06M	+$2.92M	2	0.15%	Increased
269	BOK Financial Tulsa, Oklahoma	$7.03M	+$491K	2	0.26%	Increased
270	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.01M	-$54.2K	2	0.15%	Reduced
271	PIA Piedmont Investment Advisors Durham, North Carolina	$6.97M	+$32.6K	2	0.16%	Increased
272	BCM Bluefin Capital Management New York	$6.95M	+$7.73M	1	0.42%	Increased
273	GCP GSA Capital Partners London, United Kingdom	$6.95M	-$12M	3	0.34%	Reduced
274	Aperio Group Sausalito, California	$6.88M	+$520K	3	0.07%	Increased
275	Envestnet Asset Management Chicago, Illinois	$6.78M	+$3.11M	3	0.03%	Increased