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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	Seizert Capital Partners Birmingham, Michigan	$8.91M	+$1.43M	1	0.32%	Increased
302	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$8.89M	-$685K	2	0.11%	Reduced
303	CIA CCM Investment Advisers Columbia, South Carolina	$8.89M	+$772K	1	1.88%	Increased
304	Profund Advisors Bethesda, Maryland	$8.85M	+$628K	3	0.41%	Increased
305	FCM Flinton Capital Management Philadelphia, Pennsylvania	$8.84M	+$8.41M	2	0.39%	New
306	Numeric Investors Boston, Massachusetts	$8.55M	+$6.69M	3	0.08%	Increased
307	RCM Riverhead Capital Management Wilmington, Delaware	$8.51M	+$1.17M	3	0.52%	Increased
308	BPB Badgley, Phelps & Bell Seattle, Washington	$8.47M	-$3.24M	1	0.73%	Reduced
309	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$8.38M	-$18.4M	1	5.55%	Reduced
310	QCMC Quantum Capital Management (California) San Francisco, California	$8.29M	-$14.2K	1	2.23%	Reduced
311	BCMNY Buckingham Capital Management (New York) New York	$8.24M	-$18.4K	1	1.09%	Reduced
312	Public Employees Retirement Association of Colorado Denver, Colorado	$8.15M	-$313K	3	0.07%	Reduced
313	TCM Tekne Capital Management New York	$8.03M	$0	1	1.97%	Maintained
314	Robeco Institutional Asset Management Rotterdam, Netherlands	$8.03M	+$4.98M	2	0.06%	Increased
315	Chartwell Investment Partners Berywn, Pennsylvania	$8M	-$16.6M	3	0.27%	Reduced
316	CAM CG Asset Management New York	$7.89M	+$500K	2	2.94%	Increased
317	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$7.88M	+$4.2M	1	1.86%	Increased
318	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.82M	-$975K	1	1.35%	Reduced
319	Fjarde Ap-fonden Stockholm, Sweden	$7.8M	-$1.54M	2	0.18%	Reduced
320	IAM Integre Asset Management New York	$7.64M	-$60K	1	2.48%	Reduced
321	ERM Elm Ridge Management Briarcliff Manor, New York	$7.63M	$0	1	1.64%	Maintained
322	Zurich Insurance Group Zurich, Switzerland	$7.59M	+$723K	2	0.24%	Increased
323	SAM Sompo Asset Management Tokyo, Japan	$7.54M	+$7.25M	1	0.98%	New
324	Caxton Associates (New York) New York	$7.51M	+$2.15M	1	0.34%	Increased
325	NI Nepsis Inc Minneapolis, Minnesota	$7.5M	-$2.08M	1	4.3%	Reduced