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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	ZDA Zweig-DiMenna Associates New York	$9.19M	+$712K	2	0.94%	Increased
252	SI Sensato Investors San Francisco, California	$9.15M	-$9.85M	1	1.48%	Reduced
253	Nisa Investment Advisors St. Louis, Missouri	$9.1M	+$327K	3	0.12%	Increased
254	SCM Sandler Capital Management New York	$9.01M	+$8.61M	1	1.19%	New
255	NONA Ninety One North America New York	$8.96M	+$4.99M	1	1.32%	Increased
256	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$8.89M	-$1.26M	2	0.1%	Reduced
257	CIA CCM Investment Advisers Columbia, South Carolina	$8.84M	+$8.45M	1	0.82%	New
258	Associated Banc-Corp Green Bay, Wisconsin	$8.79M	+$723K	1	0.56%	Increased
259	PP Paloma Partners Greenwich, Connecticut	$8.79M	+$3.41M	3	0.1%	Increased
260	FHAM Folger Hill Asset Management New York	$8.74M	+$8.36M	1	0.68%	New
261	Artemis Investment Management Edinburgh, United Kingdom	$8.68M	-$3.17M	1	0.24%	Reduced
262	PRCM Pine River Capital Management Minnetonka, Minnesota	$8.56M	+$1.46M	1	0.1%	Increased
263	PineBridge Investments New York	$8.55M	-$1.99M	2	0.44%	Reduced
264	VCM Vigilant Capital Management Portland, Maine	$8.48M	+$242K	2	1.62%	Increased
265	Gulf International Bank (UK) London, United Kingdom	$8.29M	-$15.9K	2	0.14%	Reduced
266	KBC Group Brussels, Belgium	$8.25M	+$493K	3	0.12%	Increased
267	Truist Financial Charlotte, North Carolina	$8.13M	+$4.35M	1	0.17%	Increased
268	I.G. Investment Management Winnipeg, Manitoba, Canada	$8.12M	-$6.19M	1	0.03%	Reduced
269	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.11M	-$642K	1	1.54%	Reduced
270	SCM Snow Capital Management Sewickley, Pennsylvania	$8.09M	+$2.44M	1	0.38%	Increased
271	Advisors Capital Management Ridgewood, New Jersey	$7.9M	+$328K	2	0.81%	Increased
272	EA Euclid Advisors Hartford, Connecticut	$7.78M	+$6.98M	2	0.34%	Increased
273	Kennedy Capital Management St Louis, Missouri	$7.57M	-$287K	3	0.15%	Reduced
274	Envestnet Asset Management Chicago, Illinois	$7.57M	-$484K	3	0.03%	Reduced
275	Arizona State Retirement System Phoenix, Arizona	$7.48M	-$615K	3	0.11%	Reduced