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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	Chartwell Investment Partners Berywn, Pennsylvania	$13.4M	+$493K	2	0.44%	Increased
277	RCM Riverhead Capital Management Wilmington, Delaware	$13.3M	+$1.18M	4	0.49%	Increased
278	State of Alaska Department of Revenue Juneau, Alaska	$13M	+$865K	4	0.22%	Increased
279	Commonwealth Equity Services Waltham, Massachusetts	$13M	-$2.46M	3	0.06%	Reduced
280	CIA CCM Investment Advisers Columbia, South Carolina	$12.9M	-$920K	1	2.17%	Reduced
281	DA Denali Advisors San Diego, California	$12.8M	-$831K	1	1.91%	Reduced
282	GHCM Glen Harbor Capital Management San Diego, California	$12.7M	-$162K	4	0.27%	Reduced
283	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.7M	+$2.51M	4	0.22%	Increased
284	AEGON Asset Management (UK) Edinburgh, United Kingdom	$12.6M	-$2.54M	2	0.34%	Reduced
285	CCP Clough Capital Partners Boston, Massachusetts	$12.6M	-$3.93M	1	1.24%	Reduced
286	CIBC World Market Toronto, Ontario, Canada	$12.5M	-$902K	2	0.06%	Reduced
287	SRAM Stone Ridge Asset Management New York	$12.4M	-$1.4M	3	0.73%	Reduced
288	Two Sigma Advisers New York	$12.3M	-$2.66M	3	0.03%	Reduced
289	LPL Financial San Diego, California	$12.1M	-$1.05M	2	0.03%	Reduced
290	Andra AP-fonden Goteborg, Sweden	$12.1M	-$509K	2	0.35%	Reduced
291	PAM Private Asset Management San Diego, California	$12M	-$68.1K	1	2.04%	Reduced
292	Cresset Asset Management Chicago, Illinois	$11.9M	+$2.5M	1	0.37%	Increased
293	OCM Osterweis Capital Management San Francisco, California	$11.9M	+$198K	1	0.84%	Increased
294	FCM Flinton Capital Management Philadelphia, Pennsylvania	$11.7M	+$2.05M	3	0.37%	Increased
295	TPM Totem Point Management New York	$11.5M	+$11.4M	1	5.55%	New
296	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$11.5M	$0	1	0.5%	Maintained
297	Truist Financial Charlotte, North Carolina	$11.3M	-$477K	2	0.2%	Reduced
298	Baird Financial Group Milwaukee, Wisconsin	$11.2M	+$9.22M	2	0.04%	Increased
299	TM Tiger Management New York	$11.1M	+$11M	1	4.5%	New
300	People's United Financial Bridgeport, Connecticut	$11M	-$1.56M	2	0.3%	Reduced