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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	Clark Capital Management Group Philadelphia, Pennsylvania	$22M	+$1.4M	1	0.67%	Increased
252	CCM Cobalt Capital Management Short Hills, New Jersey	$21.9M	-$16.8M	2	3.38%	Reduced
253	CIM Chiron Investment Management New York	$21.9M	+$23.4M	1	2.97%	New
254	ZWJ Investment Counsel Atlanta, Georgia	$21.7M	-$3.09M	1	1.72%	Reduced
255	ZDA Zweig-DiMenna Associates New York	$21.6M	+$8.44M	2	2.34%	Increased
256	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$21.3M	+$16.2M	2	0.05%	Increased
257	Winton Group London, United Kingdom	$21M	-$5.9M	2	0.61%	Reduced
258	QIM Quantitative Investment Management Charlottesville, Virginia	$20.8M	-$36.7M	2	0.31%	Reduced
259	OMC Overbrook Management Corp New York	$20.8M	+$21.8M	1	4.22%	New
260	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$20.4M	-$1.54M	1	2.15%	Reduced
261	Candriam SCA Strassen, Luxembourg, Luxembourg	$20.1M	-$472K	2	0.35%	Reduced
262	Bridgewater Associates Westport, Connecticut	$19.9M	+$9.72M	1	0.16%	Increased
263	SCM Sanoor Capital Management Greenwich, Connecticut	$19.8M	-$9.99M	1	10.51%	Reduced
264	PIA Piedmont Investment Advisors Durham, North Carolina	$19.8M	+$2.28M	3	0.4%	Increased
265	Raymond James Financial Services Advisors St. Petersburg, Florida	$19.6M	+$3.74M	2	0.12%	Increased
266	PCM Prelude Capital Management New York	$19.5M	-$12.4M	2	1.56%	Reduced
267	HBK Investments Dallas, Texas	$19.3M	+$19M	2	0.15%	Increased
268	SI Sensato Investors San Francisco, California	$19.3M	+$20.6M	1	2.42%	New
269	DG Delek Group Herzliya, Israel	$19.2M	+$19.9M	3	1.03%	New
270	FA Friess Associates Greenville, Delaware	$19.2M	-$135K	1	1.59%	Reduced
271	Banque Pictet & Cie Geneva 73, Switzerland	$19M	-$1.27M	2	0.38%	Reduced
272	QAM Quentec Asset Management New York	$18.8M	-$6.91M	1	2.97%	Reduced
273	CG Cutler Group San Francisco, California	$18.8M	-$3.7M	5	0.77%	Reduced
274	Truist Financial Charlotte, North Carolina	$18.5M	-$1.59M	2	0.35%	Reduced
275	MAP Managed Asset Portfolios Rochester, Michigan	$18.4M	+$363K	1	5.84%	Increased