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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	Simplex Trading Chicago, Illinois	$8.25M	+$6.82M	2	0.69%	Increased
277	BOK Financial Tulsa, Oklahoma	$8.21M	-$806K	1	0.28%	Reduced
278	BCM Bodri Capital Management San Francisco, California	$8.13M	-$8.67M	1	4.51%	Reduced
279	Parnassus Investments San Francisco, California	$8.13M	$0	1	0.06%	Maintained
280	IRF IBM Retirement Fund Armonk, New York	$8.13M	-$76.3K	2	0.15%	Reduced
281	IIA IPG Investment Advisors San Diego, California	$8.09M	+$11.4M	1	2.94%	New
282	TGI Tradewinds Global Investors Los Angeles, California	$8.06M	+$3.93M	1	0.35%	Increased
283	Public Employees Retirement Association of Colorado Denver, Colorado	$8.05M	-$497K	3	0.07%	Reduced
284	Aperio Group Sausalito, California	$8.04M	+$160K	2	0.08%	Increased
285	BPB Badgley, Phelps & Bell Seattle, Washington	$7.89M	-$138K	1	0.77%	Reduced
286	MAM Myriad Asset Management North Point, Hong Kong	$7.73M	-$26M	1	0.88%	Reduced
287	Weiss Multi-Strategy Advisers New York	$7.7M	+$584K	2	0.3%	Increased
288	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.63M	-$3.85M	2	0.49%	Reduced
289	RCM Riverhead Capital Management Wilmington, Delaware	$7.62M	+$508K	2	0.12%	Increased
290	AB AT Bancorp Dubuque, Iowa	$7.6M	+$3.63M	1	1.95%	Increased
291	SCA Southpoint Capital Advisors New York	$7.54M	-$9.33M	1	0.32%	Reduced
292	ExxonMobil Investment Management Irving, Texas	$7.37M	-$779K	2	0.18%	Reduced
293	SI Standard Investments New York	$7.35M	+$528K	1	0.42%	Increased
294	Dana Investment Advisors Waukesha, Wisconsin	$7.22M	+$6.97M	1	0.34%	New
295	Fjarde Ap-fonden Stockholm, Sweden	$7.08M	-$559K	2	0.17%	Reduced
296	Barings Charlotte, North Carolina	$7.07M	+$2.27M	2	0.21%	Increased
297	VCM Vigilant Capital Management Portland, Maine	$7.01M	+$6.78M	2	1.27%	New
298	I.G. Investment Management Winnipeg, Manitoba, Canada	$6.97M	-$29.1K	2	0.03%	Reduced
299	Eastern Bank Boston, Massachusetts	$6.95M	+$9.83M	1	0.56%	New
300	Kennedy Capital Management St Louis, Missouri	$6.88M	+$1.58M	2	0.12%	Increased