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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	DCM Daruma Capital Management New York	$5.6M	+$5.47K	1	0.26%	Increased
277	6CM 683 Capital Management New York	$5.55M	+$4.61M	1	1.41%	New
278	PNC Financial Services Group Pittsburgh, Pennsylvania	$5.55M	-$106K	2	0.01%	Reduced
279	Jane Street New York	$5.52M	+$1.41M	4	0.07%	Increased
280	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.41M	+$43K	2	0.09%	Increased
281	Zurich Cantonal Bank Zurich, Switzerland	$5.34M	+$2.09M	2	0.18%	Increased
282	AP Archon Partners Princeton Junction, New Jersey	$5.28M	+$4.38M	1	1.6%	New
283	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.23M	-$755K	2	0.06%	Reduced
284	RCMC RK Capital Management (Colorado) Denver, Colorado	$5.13M	+$5M	1	1.46%	New
285	I.G. Investment Management Winnipeg, Manitoba, Canada	$5.01M	-$565K	2	0.02%	Reduced
286	Glenmede Trust Philadelphia, Pennsylvania	$4.99M	-$231K	3	0.06%	Reduced
287	GC Globeflex Capital San Diego, California	$4.91M	+$4.69M	1	0.63%	New
288	Evercore Wealth Management New York	$4.88M	-$124K	2	0.28%	Reduced
289	WAM World Asset Management Detroit, Michigan	$4.82M	-$576K	2	0.12%	Reduced
290	TH Timber Hill Greenwich, Connecticut	$4.8M	+$3.28M	2	0.02%	Increased
291	WSA Wall Street Associates Lajolla, California	$4.71M	+$335K	2	0.44%	Increased
292	Utah Retirement Systems Salt Lake City, Utah	$4.69M	-$37.9K	2	0.15%	Reduced
293	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.64M	+$2.15M	1	0.91%	Increased
294	SP Steelhead Partners Seattle, Washington	$4.5M	+$145K	1	0.43%	Increased
295	Emerald Advisers Leola, Pennsylvania	$4.44M	+$685K	1	0.25%	Increased
296	Whitebox Advisors Minneapolis, Minnesota	$4.43M	+$4.23M	1	0.23%	New
297	WFM Wilmington Funds Management Wilmington, Delaware	$4.43M	-$88K	2	0.43%	Reduced
298	WM WCG Management New York	$4.35M	-$6.06M	1	1.44%	Reduced
299	ARC Absolute Return Capital Boston, Massachusetts	$4.28M	+$3.55M	1	0.06%	New
300	Verition Fund Management Greenwich, Connecticut	$4.27M	+$1.2M	2	0.65%	Increased