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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.9M	-$226K	2	0.25%	Reduced
277	Zacks Investment Management Chicago, Illinois	$12.8M	-$41.9K	2	0.42%	Reduced
278	Moore Capital Management New York	$12.8M	-$2.6M	1	0.4%	Reduced
279	Public Employees Retirement Association of Colorado Denver, Colorado	$12.6M	-$462K	3	0.1%	Reduced
280	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.5M	+$278K	2	0.09%	Increased
281	CAM Capstone Asset Management Houston, Texas	$12.5M	+$1.33M	2	0.36%	Increased
282	IRF IBM Retirement Fund Armonk, New York	$12.4M	+$97.1K	2	0.23%	Increased
283	BLM Bennett Lawrence Management New York	$12.4M	-$3.21M	2	3.35%	Reduced
284	Macquarie Group Sydney, NSW 2000, Australia	$12.3M	-$3.8M	2	0.03%	Reduced
285	Rathbones Group Liverpool, United Kingdom	$12.2M	$0	1	0.8%	Maintained
286	Fjarde Ap-fonden Stockholm, Sweden	$12.1M	-$695K	2	0.26%	Reduced
287	KG Karamaan Group New York	$12M	+$45K	1	11.7%	Increased
288	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12M	+$7.56M	2	0.75%	Increased
289	RI Redwood Investments Boston, Massachusetts	$11.9M	-$7.25M	1	1.8%	Reduced
290	MC Maplelane Capital New York	$11.9M	+$11.6M	2	0.45%	New
291	Jane Street New York	$11.8M	-$9.75M	2	0.09%	Reduced
292	ExxonMobil Investment Management Irving, Texas	$11.8M	-$482K	2	0.27%	Reduced
293	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.8M	+$4.22M	2	0.06%	Increased
294	Asset Management One Tokyo, Japan	$11.8M	+$1.95M	2	0.15%	Increased
295	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.7M	-$289K	2	0.04%	Reduced
296	Profund Advisors Bethesda, Maryland	$11.7M	+$1.18M	2	0.48%	Increased
297	PIM Platinum Investment Management Sydney Australia 2000, Australia	$11.7M	-$36.4K	1	0.22%	Reduced
298	JP Morgan Private Wealth Advisors San Francisco, California	$11.7M	+$1.25M	2	0.14%	Increased
299	Simplex Trading Chicago, Illinois	$11.7M	+$11M	3	1.41%	New
300	ICOM Investment Counselors of Maryland Baltimore, Maryland	$11.5M	-$769K	1	0.56%	Reduced