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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	6CM 683 Capital Management New York	$12.7M	-$4.6M	1	0.91%	Reduced
252	HCM Hodges Capital Management Dallas, Texas	$12.6M	-$686K	1	0.58%	Reduced
253	CMG Cavalry Management Group San Francisco, California	$12.4M	-$3.77M	1	8.22%	Reduced
254	Kornitzer Capital Management Shawnee Mission, Kansas	$12.4M	-$6.39M	1	0.23%	Reduced
255	NONA Ninety One North America New York	$12.2M	+$593K	1	1.83%	Increased
256	Commerzbank Aktiengesellschaft Frankfurt, Germany	$12M	+$3.16M	3	0.18%	Increased
257	Gulf International Bank (UK) London, United Kingdom	$11.9M	+$35.3K	2	0.18%	Increased
258	Group One Trading Chicago, Illinois	$11.9M	+$3.3M	3	0.12%	Increased
259	Balyasny Asset Management Chicago, Illinois	$11.7M	-$45.2M	1	0.06%	Reduced
260	Banque Pictet & Cie Geneva 73, Switzerland	$11.7M	-$2.94M	2	0.3%	Reduced
261	Reinhart Partners Mequon, Wisconsin	$11.6M	-$7.08M	1	1.07%	Reduced
262	LG Leuthold Group Minneapolis, Minnesota	$11.6M	-$1.03M	1	1.3%	Reduced
263	KBC Group Brussels, Belgium	$11.3M	+$2.62M	3	0.11%	Increased
264	PGGM Investments Zeist, Netherlands	$11.3M	-$442K	1	0.06%	Reduced
265	Clark Capital Management Group Philadelphia, Pennsylvania	$11.1M	+$1.41M	1	0.58%	Increased
266	Hood River Capital Management Palm Beach Gardens, Florida	$10.9M	+$578K	2	0.95%	Increased
267	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$10.9M	+$9.31M	1	0.75%	New
268	Eagle Global Advisors Houston, Texas	$10.8M	+$2.4M	1	0.29%	Increased
269	VCM Vigilant Capital Management Portland, Maine	$10.7M	-$149K	1	1.88%	Reduced
270	Arizona State Retirement System Phoenix, Arizona	$10.7M	+$114K	3	0.16%	Increased
271	AGC Angelo Gordon & Co New York	$10.6M	+$3.7M	1	0.78%	Increased
272	SC Shellback Capital Boston, Massachusetts	$10.6M	+$9.05M	1	1.08%	New
273	BNP Paribas Asset Management Paris, France	$10.4M	-$10.5M	2	0.1%	Reduced
274	PAM Private Asset Management San Diego, California	$10.4M	-$319K	1	1.73%	Reduced
275	I.G. Investment Management Winnipeg, Manitoba, Canada	$10.3M	-$9.03M	1	0.05%	Reduced