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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
301	Natixis Advisors Boston, Massachusetts	$6.87M	+$1.07M	2	0.12%	Increased
302	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.85M	+$55.7K	2	0.04%	Increased
303	Coatue Management New York	$6.78M	-$305M	1	0.07%	Reduced
304	CFG Cambridge Financial Group Columbus, Ohio	$6.52M	-$220K	1	3.47%	Reduced
305	VAM Visium Asset Management New York	$6.38M	+$2.26M	2	0.09%	Increased
306	NAM Netols Asset Management Mequon, Wisconsin	$6.32M	+$5.22M	1	1.25%	Increased
307	Whitebox Advisors Minneapolis, Minnesota	$6.29M	+$8.9M	1	0.27%	New
308	AEGON Asset Management (UK) Edinburgh, United Kingdom	$6.25M	+$3.33M	1	0.17%	Increased
309	PP PDT Partners New York	$6.17M	-$1.33M	2	0.16%	Reduced
310	PAM Paradigm Asset Management New York	$6.11M	+$63K	2	0.68%	Increased
311	EverPoint Asset Management Stamford, Connecticut	$6.1M	+$5.89M	1	0.11%	New
312	AIA Affinity Investment Advisors Newport Beach, California	$6.06M	+$5.85M	1	0.48%	New
313	LFM Lumina Fund Management New York	$5.93M	+$8.4M	1	0.36%	New
314	Boston Partners Boston, Massachusetts	$5.93M	+$4.52M	1	0.01%	Increased
315	Utah Retirement Systems Salt Lake City, Utah	$5.92M	-$28.2K	2	0.16%	Reduced
316	FCM Firsthand Capital Management San Jose, California	$5.7M	-$7.85M	1	3.59%	Reduced
317	LI LMCG Investments Boston, Massachusetts	$5.63M	+$1.51M	1	0.12%	Increased
318	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.61M	+$3.02M	1	0.06%	Increased
319	TC TFS Capital West Chester, Pennsylvania	$5.56M	+$138K	1	0.54%	Increased
320	Brown Advisory Baltimore, Maryland	$5.5M	+$7.19M	1	0.02%	Increased
321	Glenmede Trust Philadelphia, Pennsylvania	$5.49M	+$312K	3	0.04%	Increased
322	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.48M	+$4.91M	2	1.19%	Increased
323	Tudor Investment Corp Stamford, Connecticut	$5.47M	+$3.27M	2	0.16%	Increased
324	WesBanco Bank Wheeling, West Virginia	$5.42M	+$2.6M	2	0.3%	Increased
325	EULAV Asset Management Sarasota, Florida	$5.37M	$0	1	0.28%	Maintained