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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	M&T Bank Buffalo, New York	$5.69M	-$331K	2	0.04%	Reduced
302	GE General Electric Evendale, Ohio	$5.66M	-$691K	1	0.03%	Reduced
303	Wolverine Trading Chicago, Illinois	$5.58M	+$5.09M	3	0.03%	New
304	Cohen & Steers New York	$5.46M	+$4.51M	1	0.01%	New
305	NI Nepsis Inc Minneapolis, Minnesota	$5.42M	+$4.48M	1	3.09%	New
306	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.4M	+$802K	2	0.12%	Increased
307	Gotham Asset Management New York	$5.34M	-$18.7M	1	0.06%	Reduced
308	TI Turner Investments Berwyn, Pennsylvania	$5.24M	+$1.4M	1	1.64%	Increased
309	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.24M	+$4.39M	1	0.24%	New
310	AIS AlphaOne Investment Services West Chester, Pennsylvania	$5.24M	+$4.01M	2	1.93%	Increased
311	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.18M	-$1.97M	1	0.77%	Reduced
312	HIS Horizon Investment Services Hammond, Indiana	$5.18M	-$258K	1	2.62%	Reduced
313	TA Teton Advisors Rye, New York	$5.16M	+$1.16M	1	0.47%	Increased
314	MAP Managed Asset Portfolios Rochester, Michigan	$5.16M	+$4.26M	1	2.26%	New
315	SG Americas Securities New York	$5.1M	+$835K	2	0.04%	Increased
316	Societe Generale	$5.1M	+$4.38M	2	0.04%	New
317	Utah Retirement Systems Salt Lake City, Utah	$5.06M	+$550	2	0.13%	Increased
318	Barings Charlotte, North Carolina	$5M	-$1.12M	2	0.13%	Reduced
319	Natixis Advisors Boston, Massachusetts	$4.93M	-$437K	2	0.07%	Reduced
320	Andra AP-fonden Goteborg, Sweden	$4.9M	-$527K	2	0.13%	Reduced
321	Rafferty Asset Management New York	$4.86M	+$609K	2	0.33%	Increased
322	Macquarie Group Sydney, NSW 2000, Australia	$4.79M	+$2.46M	3	0.01%	Increased
323	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$4.78M	+$4M	1	4.68%	New
324	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.67M	$0	2	0.05%	Maintained
325	Prudential plc London, England, United Kingdom	$4.64M	+$302K	1	0.02%	Increased