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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	Verition Fund Management Greenwich, Connecticut	$7.68M	+$3.11M	3	0.82%	Increased
302	Virtu KCG Holdings New York	$7.62M	+$2.51M	4	0.18%	Increased
303	KBC Group Brussels, Belgium	$7.54M	-$1.73M	3	0.09%	Reduced
304	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$7.53M	+$2.97M	3	0.97%	Increased
305	Crossmark Global Holdings Houston, Texas	$7.52M	+$3.54M	3	0.19%	New
306	Luther King Capital Management (LKCM) Fort Worth, Texas	$7.31M	-$3.15M	1	0.07%	Reduced
307	NAM Netols Asset Management Mequon, Wisconsin	$7.27M	-$143K	1	1.61%	Reduced
308	CIA CCM Investment Advisers Columbia, South Carolina	$7.25M	-$2.61M	1	1.53%	Reduced
309	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.23M	-$12.2M	3	0.12%	Reduced
310	Public Employees Retirement Association of Colorado Denver, Colorado	$7.22M	-$297K	3	0.06%	Reduced
311	Envestnet Asset Management Chicago, Illinois	$7.02M	-$1.5M	2	0.03%	Reduced
312	MC Maplelane Capital New York	$7.01M	-$28.4M	1	0.18%	Reduced
313	RIM Rainier Investment Management Seattle, Washington	$6.99M	-$9M	1	0.45%	Reduced
314	Profund Advisors Bethesda, Maryland	$6.93M	+$3.47M	3	0.33%	Increased
315	IAM Integre Asset Management New York	$6.9M	+$6.63M	1	2.14%	New
316	LSA L & S Advisors Los Angeles, California	$6.89M	+$2.44M	1	1.91%	Increased
317	SI Sensato Investors San Francisco, California	$6.88M	-$3.3M	1	1.46%	Reduced
318	QIM Quantitative Investment Management Charlottesville, Virginia	$6.83M	+$2.43M	1	0.23%	Increased
319	Capital Fund Management (CFM) Paris, France	$6.76M	+$3.36M	2	0.06%	Increased
320	QCMC Quantum Capital Management (California) San Francisco, California	$6.74M	+$5.78M	1	1.88%	New
321	BCMNY Buckingham Capital Management (New York) New York	$6.7M	+$2.14M	1	0.84%	Increased
322	Group One Trading Chicago, Illinois	$6.66M	+$1.8M	3	0.07%	Increased
323	Seizert Capital Partners Birmingham, Michigan	$6.65M	+$6.38M	1	0.25%	New
324	TCM Tekne Capital Management New York	$6.52M	+$5.59M	1	1.02%	New
325	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.51M	-$277K	1	0.91%	Reduced