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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	CIA CCM Investment Advisers Columbia, South Carolina	$11.4M	+$547K	1	2.27%	Increased
302	ExxonMobil Investment Management Irving, Texas	$11.3M	-$393K	2	0.25%	Reduced
303	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11.3M	+$5.76M	4	0.07%	Increased
304	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.2M	-$3.2M	3	0.17%	Reduced
305	Raymond James Financial Services Advisors St. Petersburg, Florida	$11.1M	-$717K	2	0.08%	Reduced
306	6CM 683 Capital Management New York	$11M	-$4.88M	1	1.71%	Reduced
307	MAM Morse Asset Management Darien, Connecticut	$10.9M	+$9.36M	2	3.73%	New
308	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$10.8M	+$3.23M	1	5.51%	Increased
309	MAP Managed Asset Portfolios Rochester, Michigan	$10.7M	-$1.98M	1	3.85%	Reduced
310	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$10.7M	+$244K	1	2.4%	Increased
311	Seizert Capital Partners Birmingham, Michigan	$10.6M	-$170K	1	0.38%	Reduced
312	TCM Tekne Capital Management New York	$10.6M	$0	1	1.91%	Maintained
313	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.3M	+$3.89M	2	0.18%	Increased
314	BPB Badgley, Phelps & Bell Seattle, Washington	$10.2M	-$77.5K	1	0.82%	Reduced
315	MPM Meritage Portfolio Management Overland Park, Kansas	$10.1M	+$9.27M	1	1.06%	New
316	Public Employees Retirement Association of Colorado Denver, Colorado	$10.1M	-$146K	3	0.08%	Reduced
317	Commonwealth Equity Services Waltham, Massachusetts	$9.88M	+$2.13M	3	0.07%	Increased
318	Swiss Life Asset Management Zurich,	$9.87M	-$2.01M	2	0.27%	Reduced
319	Xact Kapitalforvaltning Stockholm, Sweden	$9.77M	+$1.22M	2	0.3%	Increased
320	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$9.63M	-$13.7M	1	0.1%	Reduced
321	ERM Elm Ridge Management Briarcliff Manor, New York	$9.55M	-$428K	1	2.36%	Reduced
322	Wolverine Trading Chicago, Illinois	$9.34M	+$4.61M	3	0.05%	Increased
323	Virtu KCG Holdings New York	$9.32M	-$2.14M	5	0.26%	Reduced
324	Fjarde Ap-fonden Stockholm, Sweden	$9.26M	-$553K	2	0.22%	Reduced
325	Utah Retirement Systems Salt Lake City, Utah	$9.22M	+$2.44K	2	0.22%	Increased