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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	AL Airain Ltd St. Peter Port, Guernsey	$6.04M	+$5.32M	2	0.42%	Increased
277	HCM Hodges Capital Management Dallas, Texas	$6.02M	+$2M	1	0.28%	Increased
278	JCP Jabre Capital Partners Geneva, Switzerland	$6.02M	+$6.43M	1	0.95%	New
279	BOTW Bank of the West Monterey Park, California	$5.99M	+$143K	2	0.83%	Increased
280	Royal London Asset Management United Kingdom	$5.97M	-$6.99M	2	0.15%	Reduced
281	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.87M	-$178K	2	0.12%	Reduced
282	ExxonMobil Investment Management Irving, Texas	$5.84M	+$335K	2	0.13%	Increased
283	ID Integral Derivatives New York	$5.83M	+$3.14M	2	0.19%	Increased
284	Public Employees Retirement Association of Colorado Denver, Colorado	$5.83M	+$97.2K	3	0.05%	Increased
285	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.76M	-$143K	1	0.84%	Reduced
286	M&T Bank Buffalo, New York	$5.64M	-$828K	2	0.04%	Reduced
287	Fjarde Ap-fonden Stockholm, Sweden	$5.61M	+$713K	2	0.13%	Increased
288	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.53M	+$3.02M	2	0.07%	Increased
289	PIA Piedmont Investment Advisors Durham, North Carolina	$5.49M	-$783K	2	0.12%	Reduced
290	Swiss Life Asset Management Zurich,	$5.42M	+$1.93M	2	0.23%	Increased
291	Barings Charlotte, North Carolina	$5.4M	+$1.34M	2	0.14%	Increased
292	Moore Capital Management New York	$5.37M	-$1.09M	1	0.22%	Reduced
293	HIS Horizon Investment Services Hammond, Indiana	$5.35M	-$179K	1	2.45%	Reduced
294	NAM Netols Asset Management Mequon, Wisconsin	$5.17M	-$6.11K	1	1.15%	Reduced
295	PRCM Pine River Capital Management Minnetonka, Minnesota	$5.17M	-$8.48M	1	0.08%	Reduced
296	Squarepoint New York	$4.94M	+$3.86M	4	0.38%	Increased
297	TGI Tradewinds Global Investors Los Angeles, California	$4.89M	-$1.27M	1	0.3%	Reduced
298	Andra AP-fonden Goteborg, Sweden	$4.88M	+$7.27K	2	0.13%	Increased
299	Natixis Advisors Boston, Massachusetts	$4.67M	+$302K	2	0.07%	Increased
300	AHL Partners London, United Kingdom	$4.67M	-$1.47M	4	0.29%	Reduced