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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	Raymond James Financial Services Advisors St. Petersburg, Florida	$15.4M	+$232K	2	0.1%	Increased
302	JCM Jag Capital Management St Louis, Missouri	$15.4M	-$3.13M	1	2.89%	Reduced
303	Caxton Associates (New York) New York	$15.4M	+$5.07M	2	0.55%	Increased
304	Squarepoint New York	$15.3M	+$2.12M	4	0.3%	Increased
305	Highbridge Capital Management New York	$15.2M	+$5.65M	3	0.23%	Increased
306	6CM 683 Capital Management New York	$14.9M	$0	1	1.57%	Maintained
307	CAM Cortina Asset Management Milwaukee, Wisconsin	$14.7M	+$2.82M	1	0.6%	Increased
308	BPB Badgley, Phelps & Bell Seattle, Washington	$14.5M	-$265K	1	1.07%	Reduced
309	GP GLG Partners London, United Kingdom	$14.4M	+$5.99M	1	0.76%	Increased
310	TCM Twin Capital Management Mcmurray, Pennsylvania	$14.3M	+$2.62M	2	0.75%	Increased
311	Xact Kapitalforvaltning Stockholm, Sweden	$14.2M	-$78.9K	2	0.41%	Reduced
312	Barings Charlotte, North Carolina	$14.1M	-$421K	2	0.25%	Reduced
313	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$13.9M	+$1.37M	2	0.14%	Increased
314	CIA CCM Investment Advisers Columbia, South Carolina	$13.9M	-$784K	1	2.67%	Reduced
315	Shelton Capital Management Denver, Colorado	$13.7M	+$5.6M	3	0.92%	Increased
316	ExxonMobil Investment Management Irving, Texas	$13.5M	-$92.3K	2	0.34%	Reduced
317	Burney Company Reston, Virginia	$13.5M	+$12M	1	0.88%	New
318	Public Employees Retirement Association of Colorado Denver, Colorado	$13.5M	-$427K	3	0.1%	Reduced
319	Commonwealth Equity Services Waltham, Massachusetts	$13.4M	+$691K	3	0.08%	Increased
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.2M	+$1.69M	2	0.31%	Increased
321	Eagle Global Advisors Houston, Texas	$13.2M	+$46.2K	1	0.4%	Increased
322	Dai-ichi Life Insurance Company Tokyo, Japan	$13.1M	-$9.31M	2	0.28%	Reduced
323	Eaton Vance Management Boston, Massachusetts	$13.1M	+$2.27M	2	0.03%	Increased
324	Twin Tree Management Dallas, Texas	$13.1M	+$2.11M	2	0.1%	Increased
325	ZDA Zweig-DiMenna Associates New York	$13M	-$3.09M	2	1.17%	Reduced