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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
276	PTC Peak Ten Capital New York	$3.52M	+$2.84M	2	4.26%	New
277	DM Delphi Management Brookline, Massachusetts	$3.52M	+$3.59M	1	0.42%	New
278	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.47M	+$2.97M	2	0.14%	New
279	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.36M	+$2.86M	2	0.14%	New
280	MG Meditor Group Hamilton, Bermuda	$3.33M	+$2.57M	1	0.45%	New
281	OI Oakbrook Investments Lisle, Illinois	$3.29M	+$2.54M	1	0.1%	New
282	VAS Valicenti Advisory Services Elmira, New York	$3.28M	+$2.54M	1	2.35%	New
283	Jane Street New York	$3.28M	+$2.96M	4	0.06%	New
284	CAM Capstone Asset Management Houston, Texas	$3.25M	+$2.75M	3	0.09%	New
285	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.19M	+$3.25M	1	0.13%	New
286	CCM Coe Capital Management Highland Park, Illinois	$3.1M	+$2.41M	2	1.19%	New
287	OA Oxbow Advisors Austin, Texas	$3.08M	+$2.38M	1	0.54%	New
288	CEP Chicago Equity Partners Chicago, Illinois	$3.05M	+$2.36M	1	0.09%	New
289	SAM Symphony Asset Management San Francisco, California	$3.02M	+$3.08M	1	0.29%	New
290	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.97M	+$2.3M	1	0.09%	New
291	Balyasny Asset Management Chicago, Illinois	$2.97M	+$2.29M	1	0.05%	New
292	Emerald Advisers Leola, Pennsylvania	$2.96M	+$2.29M	1	0.18%	New
293	MCG Meru Capital Group New York	$2.93M	+$2.27M	1	0.55%	New
294	Gateway Investment Advisers Cincinnati, Ohio	$2.89M	+$2.59M	2	0.03%	New
295	IAM Impala Asset Management Palm Beach, Florida	$2.87M	+$2.22M	1	0.16%	New
296	KBC Group Brussels, Belgium	$2.87M	+$2.64M	2	0.05%	New
297	FC FIC Capital New York	$2.83M	+$2.46M	1	1.81%	New
298	CIBC Asset Management Toronto, Ontario, Canada	$2.72M	+$2.35M	2	0.02%	New
299	Spot Trading Chicago, Illinois	$2.67M	+$2.34M	4	0.02%	New
300	TA Teton Advisors Rye, New York	$2.67M	+$2.17M	1	0.23%	New