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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	Alphinity Investment Management Sydney, Australia	$20.3M	+$4.71M	1	4.11%	Increased
252	Cullen/Frost Bankers San Antonio, Texas	$20.1M	-$2.73M	1	0.62%	Reduced
253	GHCM Glen Harbor Capital Management San Diego, California	$19.9M	+$3.56M	4	0.43%	Increased
254	Foresters Investment Management New York	$19.6M	+$3.9M	1	0.33%	Increased
255	ZWJ Investment Counsel Atlanta, Georgia	$19.5M	+$134K	1	1.68%	Increased
256	Nuveen Charlotte, North Carolina	$19.5M	+$1.91M	2	0.12%	Increased
257	BOK Financial Tulsa, Oklahoma	$19.5M	-$2.75M	2	0.52%	Reduced
258	OAM Origin Asset Management London, United Kingdom	$19.4M	-$3.12M	1	1.38%	Reduced
259	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$19.4M	-$12.4M	1	3.15%	Reduced
260	BPCM Beach Point Capital Management Santa Monica, California	$19.3M	+$17.2M	1	3.92%	Increased
261	LG Leuthold Group Minneapolis, Minnesota	$19.2M	-$3.93M	2	2.11%	Reduced
262	LPL Financial San Diego, California	$19.1M	+$1.66M	2	0.05%	Increased
263	Banque Pictet & Cie Geneva 73, Switzerland	$19.1M	-$1.29M	2	0.37%	Reduced
264	Winton Group London, United Kingdom	$18.9M	+$8.74M	2	0.48%	Increased
265	Bridgewater Associates Westport, Connecticut	$18.9M	+$4.15M	1	0.19%	Increased
266	Capital Fund Management (CFM) Paris, France	$18.8M	-$38.5M	1	0.1%	Reduced
267	Xact Kapitalforvaltning Stockholm, Sweden	$18.4M	-$300K	4	0.39%	Reduced
268	JP Morgan Private Wealth Advisors San Francisco, California	$18.3M	+$995K	2	0.1%	Increased
269	PAM Private Asset Management San Diego, California	$18.2M	-$328K	1	2.93%	Reduced
270	HCM Hodges Capital Management Dallas, Texas	$18.2M	-$1.18M	1	1.34%	Reduced
271	Fjarde Ap-fonden Stockholm, Sweden	$18.1M	-$982K	2	0.27%	Reduced
272	PCM Prelude Capital Management New York	$18.1M	-$9.76M	2	1.14%	Reduced
273	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$18.1M	+$269K	1	1.84%	Increased
274	OC Oakmont Corp Los Angeles, California	$18M	-$63.8M	1	2.4%	Reduced
275	Creative Planning Overland Park, Kansas	$18M	+$1.75M	3	0.07%	Increased