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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	Macquarie Group Sydney, NSW 2000, Australia	$8.68M	+$834K	2	0.02%	Increased
277	OI Oakbrook Investments Lisle, Illinois	$8.59M	-$696K	2	0.27%	Reduced
278	IRF IBM Retirement Fund Armonk, New York	$8.59M	-$4.71M	2	0.17%	Reduced
279	PIM Platinum Investment Management Sydney Australia 2000, Australia	$8.54M	-$73.5M	1	0.15%	Reduced
280	Asset Management One Tokyo, Japan	$8.41M	-$480K	2	0.13%	Reduced
281	Washington Trust Bank Spokane, Washington	$8.41M	+$8.44M	2	1.78%	New
282	OAMG Odey Asset Management Group London, United Kingdom	$8.32M	-$125K	1	0.18%	Reduced
283	PEAK6 Group Chicago, Illinois	$8M	-$10.5M	3	0.07%	Reduced
284	PNC Financial Services Group Pittsburgh, Pennsylvania	$7.89M	+$106K	4	0.01%	Increased
285	CAM Capstone Asset Management Houston, Texas	$7.78M	+$4.77M	2	0.24%	Increased
286	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.62M	+$52.8K	2	0.2%	Increased
287	MUFG Securities EMEA London, United Kingdom	$7.55M	+$7.36M	2	1.65%	Increased
288	Steelhead Partners Seattle, Washington	$7.47M	+$2.1M	1	0.64%	Increased
289	Nisa Investment Advisors St. Louis, Missouri	$7.45M	+$212K	2	0.11%	Increased
290	Nuveen Charlotte, North Carolina	$7.18M	-$1.57M	3	0.04%	Reduced
291	Park West Asset Management San Francisco, California	$7.1M	-$10.7M	1	0.81%	Reduced
292	RS Investment Management San Francisco, California	$7M	-$5.38M	1	0.04%	Reduced
293	Spot Trading Chicago, Illinois	$6.96M	-$13.6M	4	0.04%	Reduced
294	Cullen/Frost Bankers San Antonio, Texas	$6.93M	+$905K	1	0.3%	Increased
295	SAM Symphony Asset Management San Francisco, California	$6.92M	+$3.45M	2	0.66%	Increased
296	KCM Kingdon Capital Management New York	$6.85M	-$9.7M	1	0.35%	Reduced
297	Natixis Paris, France	$6.8M	-$15.6M	1	0.09%	Reduced
298	JP Morgan Private Wealth Advisors San Francisco, California	$6.72M	+$112K	1	0.12%	Increased
299	Paloma Partners Greenwich, Connecticut	$6.72M	+$5.34M	2	0.43%	Increased
300	HCM Highfields Capital Management Boston, Massachusetts	$6.62M	-$2.97M	1	0.06%	Reduced