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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	Royce & Associates New York	$18M	+$3.23M	1	0.12%	Increased
277	Williams Jones & Associates New York	$18M	-$888K	1	0.4%	Reduced
278	Chartwell Investment Partners Berywn, Pennsylvania	$17.9M	+$11.5M	2	0.53%	Increased
279	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.9M	+$432K	4	0.29%	Increased
280	FCM Flinton Capital Management Philadelphia, Pennsylvania	$17.9M	+$1.06M	3	0.58%	Increased
281	Barings Charlotte, North Carolina	$17.8M	+$3.44M	2	0.25%	Increased
282	MAM Morse Asset Management Darien, Connecticut	$17.7M	-$319K	2	4.84%	Reduced
283	Nissay Asset Management Tokyo, Japan	$17.5M	+$1.77M	2	0.51%	Increased
284	Burney Company Reston, Virginia	$17.4M	+$1.72M	1	1.02%	Increased
285	6CM 683 Capital Management New York	$17.3M	$0	1	1.17%	Maintained
286	EP Elkfork Partners Portland, Oregon	$17.1M	+$5.33M	3	0.44%	Increased
287	Truist Financial Charlotte, North Carolina	$17.1M	-$338K	2	0.33%	Reduced
288	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$17.1M	+$966K	2	0.25%	Increased
289	MC Maplelane Capital New York	$17M	+$17.6M	1	0.36%	New
290	Associated Banc-Corp Green Bay, Wisconsin	$16.9M	-$381K	1	0.99%	Reduced
291	TCM Twin Capital Management Mcmurray, Pennsylvania	$16.8M	+$154K	2	0.84%	Increased
292	MAP Managed Asset Portfolios Rochester, Michigan	$16.7M	-$194K	1	4.92%	Reduced
293	BCM Bluefin Capital Management New York	$16.7M	-$5.69M	1	1.27%	Reduced
294	Mutual of America Capital Management New York	$16.7M	+$115K	4	0.25%	Increased
295	SCM Stevens Capital Management Radnor, Pennsylvania	$16.6M	+$17.3M	2	0.6%	New
296	Daiwa Securities Group Tokyo, Japan	$16.6M	-$1.56M	3	0.13%	Reduced
297	SFM Systematic Financial Management Teaneck, New Jersey	$16.5M	-$4.05M	3	0.4%	Reduced
298	Utah Retirement Systems Salt Lake City, Utah	$16.5M	+$581K	2	0.34%	Increased
299	JCM Jag Capital Management St Louis, Missouri	$16.4M	-$3.18M	1	2.81%	Reduced
300	Janney Montgomery Scott Philadelphia, Pennsylvania	$16.3M	-$1.54M	2	0.16%	Reduced