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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	PP Paloma Partners Greenwich, Connecticut	$4.64M	+$2.6M	3	0.08%	Increased
302	Spot Trading Chicago, Illinois	$4.61M	+$4.39M	1	0.08%	Increased
303	PAM Private Asset Management San Diego, California	$4.59M	+$2.47M	1	0.83%	Increased
304	FCM Firsthand Capital Management San Jose, California	$4.54M	-$727K	1	3.92%	Reduced
305	NRS Neville Rodie & Shaw New York	$4.51M	-$18K	1	0.55%	Reduced
306	Utah Retirement Systems Salt Lake City, Utah	$4.38M	+$3.35K	2	0.12%	Increased
307	Verition Fund Management Greenwich, Connecticut	$4.37M	+$453K	2	0.71%	Increased
308	PAM Paradigm Asset Management New York	$4.24M	-$713K	1	0.79%	Reduced
309	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.22M	+$149K	1	0.33%	Increased
310	AJ Ashburton (Jersey) St Helier, Jersey	$4.18M	-$634K	1	1.46%	Reduced
311	GCP Garelick Capital Partners Boston, Massachusetts	$4.17M	+$1.71M	1	3.25%	Increased
312	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.17M	+$303K	2	0.11%	Increased
313	TCM Tygh Capital Management Portland, Oregon	$4.14M	-$107K	1	1.21%	Reduced
314	US Bancorp Minneapolis, Minnesota	$4.13M	-$3.46M	4	0.02%	Reduced
315	AIA Affinity Investment Advisors Newport Beach, California	$4.11M	-$352K	1	0.36%	Reduced
316	Engineers Gate Manager New York	$4.07M	-$1.68M	3	0.32%	Reduced
317	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.05M	-$90.6K	2	0.05%	Reduced
318	SCM Snow Capital Management Sewickley, Pennsylvania	$3.9M	+$4.16M	1	0.17%	New
319	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$3.87M	+$4.13M	1	0.12%	New
320	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.83M	+$143K	2	0.09%	Increased
321	CL Croft-Leominster Baltimore, Maryland	$3.77M	+$610K	1	0.86%	Increased
322	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.74M	+$1.99M	2	0.11%	Increased
323	TI Turner Investments Berwyn, Pennsylvania	$3.71M	+$3.27M	1	1.01%	New
324	First Citizens Bank & Trust Raleigh, North Carolina	$3.69M	+$3.25M	1	0.31%	New
325	NONA Ninety One North America New York	$3.68M	+$3.24M	1	0.61%	New