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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	IAM Impala Asset Management Palm Beach, Florida	$15.8M	-$11.6M	1	0.56%	Reduced
302	Advisors Capital Management Ridgewood, New Jersey	$15.7M	-$1.47M	1	1.24%	Reduced
303	Xact Kapitalforvaltning Stockholm, Sweden	$15.7M	+$1.25M	3	0.38%	Increased
304	FCM Flinton Capital Management Philadelphia, Pennsylvania	$15.5M	-$339K	2	0.53%	Reduced
305	JCM Jag Capital Management St Louis, Missouri	$15.5M	-$638K	1	2.91%	Reduced
306	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15.4M	-$26.3M	4	0.21%	Reduced
307	Daiwa Securities Group Tokyo, Japan	$15.2M	+$9.87M	2	0.11%	Increased
308	PAM Private Asset Management San Diego, California	$14.9M	-$1.35M	1	2.37%	Reduced
309	WBC Westpac Banking Corp Sydney, Australia	$14.9M	-$9.35M	2	0.34%	Reduced
310	Williams Jones & Associates New York	$14.9M	-$1.52M	1	0.34%	Reduced
311	Royce & Associates New York	$14.9M	-$5.61M	2	0.1%	Reduced
312	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.8M	-$4.98M	2	0.5%	Reduced
313	FP Foundry Partners Minneapolis, Minnesota	$14.7M	-$772K	1	0.61%	Reduced
314	F.L. Putnam Investment Management Lynnfield, Massachusetts	$14.7M	-$1.21M	2	1.35%	Reduced
315	GHCM Glen Harbor Capital Management San Diego, California	$14.5M	-$1.42M	3	0.33%	Reduced
316	Mutual of America Capital Management New York	$14.4M	+$1.96M	2	0.22%	Increased
317	Public Employees Retirement Association of Colorado Denver, Colorado	$14.3M	+$562K	3	0.09%	Increased
318	SIM Spark Investment Management New York	$14.2M	+$4.2M	3	0.76%	Increased
319	BOK Financial Tulsa, Oklahoma	$14.1M	+$1.5M	2	0.39%	Increased
320	WI Wafra Inc New York	$13.9M	-$4.24M	1	0.64%	Reduced
321	Utah Retirement Systems Salt Lake City, Utah	$13.9M	+$552K	2	0.29%	Increased
322	BPB Badgley, Phelps & Bell Seattle, Washington	$13.9M	-$599K	1	0.95%	Reduced
323	Natixis Paris, France	$13.8M	-$101M	1	0.11%	Reduced
324	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$13.7M	+$12.4M	2	3.12%	Increased
325	6CM 683 Capital Management New York	$13.6M	-$2.15M	1	1.14%	Reduced