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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	MAP Managed Asset Portfolios Rochester, Michigan	$11.9M	+$834K	1	3.94%	Increased
302	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.7M	-$551K	2	0.22%	Reduced
303	Raymond James Financial Services Advisors St. Petersburg, Florida	$11.5M	+$17K	2	0.08%	Increased
304	CAIMH Central Asset Investments & Management Holdings Hong Kong	$11.5M	+$11.3M	2	8.64%	New
305	MAM Morse Asset Management Darien, Connecticut	$11.4M	-$48.2K	2	3.71%	Reduced
306	6CM 683 Capital Management New York	$11.3M	$0	1	1.67%	Maintained
307	BPB Badgley, Phelps & Bell Seattle, Washington	$11.3M	+$79.6K	1	0.88%	Increased
308	CIA CCM Investment Advisers Columbia, South Carolina	$11.3M	-$1.3M	1	2.21%	Reduced
309	Tudor Investment Corp Stamford, Connecticut	$11.2M	+$6.79M	4	0.34%	Increased
310	Barings Charlotte, North Carolina	$11.2M	+$1.92M	2	0.32%	Increased
311	AL Airain Ltd St. Peter Port, Guernsey	$11M	-$6.95M	1	0.49%	Reduced
312	CC Cipher Capital New York	$10.9M	+$4.31M	2	0.85%	Increased
313	Xact Kapitalforvaltning Stockholm, Sweden	$10.9M	+$429K	2	0.33%	Increased
314	Factory Mutual Insurance Waltham, Massachusetts	$10.8M	-$11.6M	1	0.13%	Reduced
315	Picton Mahoney Asset Management Toronto, Ontario, Canada	$10.8M	-$6.11M	1	0.77%	Reduced
316	HCM Hodges Capital Management Dallas, Texas	$10.8M	-$9.13M	1	0.64%	Reduced
317	PCM Prelude Capital Management New York	$10.7M	+$6.39M	5	1.01%	Increased
318	Public Employees Retirement Association of Colorado Denver, Colorado	$10.7M	+$5.13K	3	0.08%	Increased
319	GH GAM Holding Zurich, Switzerland	$10.5M	-$4.19M	2	0.15%	Reduced
320	ExxonMobil Investment Management Irving, Texas	$10.3M	-$1.65M	2	0.26%	Reduced
321	Engineers Gate Manager New York	$10.3M	+$5M	4	0.93%	Increased
322	CG Clinton Group New York	$10.3M	+$10.1M	2	1.05%	Increased
323	Prudential plc London, England, United Kingdom	$10.2M	+$1.43M	2	0.03%	Increased
324	B BP London, United Kingdom	$10.1M	-$9.22M	2	0.37%	Reduced
325	Eagle Global Advisors Houston, Texas	$9.94M	-$4.58M	1	0.28%	Reduced