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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	KBC Group Brussels, Belgium	$7.66M	+$1.23M	3	0.13%	Increased
252	Balyasny Asset Management Chicago, Illinois	$7.64M	-$38.5M	1	0.05%	Reduced
253	ZDA Zweig-DiMenna Associates New York	$7.63M	+$6.29M	2	0.67%	Increased
254	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.52M	-$2.3M	2	0.03%	Reduced
255	VAM Visium Asset Management New York	$7.45M	-$13.6M	2	0.13%	Reduced
256	Advisors Capital Management Ridgewood, New Jersey	$7.43M	+$3.21M	1	0.75%	Increased
257	B BP London, United Kingdom	$7.43M	+$1.92M	1	0.3%	Increased
258	D.A. Davidson & Co Great Falls, Montana	$7.42M	+$3.36M	4	0.23%	Increased
259	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.28M	-$1.79M	3	0.08%	Reduced
260	Arizona State Retirement System Phoenix, Arizona	$7.28M	-$678	3	0.09%	Reduced
261	GAMA Graticule Asia Macro Advisors New York	$7.25M	+$4.76M	1	0.57%	Increased
262	Gulf International Bank (UK) London, United Kingdom	$7.2M	$0	2	0.12%	Maintained
263	CCM Cobalt Capital Management Short Hills, New Jersey	$7.19M	+$6.33M	1	0.9%	New
264	ZWJ Investment Counsel Atlanta, Georgia	$7.08M	+$535K	1	0.75%	Increased
265	Los Angeles Capital Management Los Angeles, California	$7.03M	-$1.24M	3	0.06%	Reduced
266	AB AT Bancorp Dubuque, Iowa	$6.79M	+$1.63M	1	1.02%	Increased
267	PP PDT Partners New York	$6.65M	+$3.99M	2	0.42%	Increased
268	Commerzbank Aktiengesellschaft Frankfurt, Germany	$6.39M	-$17.5M	3	0.05%	Reduced
269	Kennedy Capital Management St Louis, Missouri	$6.38M	-$4.16M	3	0.13%	Reduced
270	GE General Electric Evendale, Ohio	$6.27M	-$80.8K	1	0.03%	Reduced
271	Acadian Asset Management Boston, Massachusetts	$6.25M	+$1.9M	2	0.03%	Increased
272	Jefferies Group New York	$6.24M	-$8.44M	2	0.04%	Reduced
273	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.17M	+$2.17M	1	1%	Increased
274	Walleye Trading New York	$6.15M	-$5.13M	2	0.05%	Reduced
275	HHC Hutchin Hill Capital New York	$6.11M	+$3.38M	2	0.18%	Increased