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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	LG Leuthold Group Minneapolis, Minnesota	$21M	+$707K	2	2.13%	Increased
252	MC Maplelane Capital New York	$21M	+$16.9M	1	0.41%	New
253	DCM Dupont Capital Management Wilmington, Delaware	$21M	-$1.78M	3	0.48%	Reduced
254	Fifth Third Bancorp Cincinnati, Ohio	$20.8M	+$2.67M	3	0.15%	Increased
255	Clark Capital Management Group Philadelphia, Pennsylvania	$20.8M	+$2.06M	1	0.7%	Increased
256	Soros Fund Management New York	$20.6M	-$5.53M	1	0.49%	Reduced
257	Truist Financial Charlotte, North Carolina	$20.1M	+$6.23M	2	0.39%	Increased
258	Todd Asset Management Louisville, Kentucky	$19.9M	+$26.4K	1	0.55%	Increased
259	JP Morgan Private Wealth Advisors San Francisco, California	$19.9M	-$338K	2	0.14%	Reduced
260	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.9M	+$8.11M	2	0.35%	Increased
261	Associated Banc-Corp Green Bay, Wisconsin	$19.8M	-$5.82M	1	1.09%	Reduced
262	Banque Pictet & Cie Geneva 73, Switzerland	$19.7M	-$2.07M	2	0.45%	Reduced
263	Needham Investment Management New York	$19.7M	-$261K	2	4.98%	Reduced
264	Jefferies Group New York	$18.9M	+$1.63M	2	0.13%	Increased
265	PGGM Investments Zeist, Netherlands	$18.9M	+$372K	1	0.09%	Increased
266	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$18.9M	+$6.59M	2	0.67%	Increased
267	DI Dalton Investments Las Vegas, Nevada	$18.9M	-$7.74M	1	8.42%	Reduced
268	VCM Vigilant Capital Management Portland, Maine	$18.9M	+$252K	1	2.81%	Increased
269	Profund Advisors Bethesda, Maryland	$18.7M	-$1.36M	3	0.78%	Reduced
270	FA Friess Associates Greenville, Delaware	$18.5M	+$270K	1	1.62%	Increased
271	SH SeaTown Holdings Singapore	$18.5M	+$13.8M	1	1.34%	Increased
272	MSR Main Street Research Lakeville, Connecticut	$18M	-$100K	1	2.91%	Reduced
273	ArrowMark Colorado Holdings Denver, Colorado	$17.7M	$0	1	0.2%	Maintained
274	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$17.7M	+$15.3M	2	1.21%	New
275	RCM Riverhead Capital Management Wilmington, Delaware	$17.7M	+$4.01M	3	0.83%	Increased