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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	$11M	-$2.11M	1	0.54%	Reduced
302	CIBC Asset Management Toronto, Ontario, Canada	$10.9M	+$133K	4	0.07%	Increased
303	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.9M	+$274K	4	0.23%	Increased
304	Needham Investment Management New York	$10.9M	-$2.37M	2	3.61%	Reduced
305	Trexquant Investment Stamford, Connecticut	$10.8M	+$10.8M	3	0.97%	New
306	FP Foundry Partners Minneapolis, Minnesota	$10.8M	-$152K	1	0.43%	Reduced
307	Tocqueville Asset Management New York	$10.8M	-$2.79M	1	0.14%	Reduced
308	LG Leuthold Group Minneapolis, Minnesota	$10.6M	-$1.6M	1	1.37%	Reduced
309	Advisor Group Phoenix, Arizona	$10.6M	+$649K	4	0.08%	Increased
310	EP Elkfork Partners Portland, Oregon	$10.5M	-$2.42M	3	0.26%	Reduced
311	ING Group Amsterdam, Netherlands	$10.4M	+$10.3M	2	0.18%	New
312	Burney Company Reston, Virginia	$10.4M	-$187K	1	0.63%	Reduced
313	Voleon Capital Management Berkeley, California	$10.3M	+$10.4M	1	0.59%	New
314	Amalgamated Bank New York	$10.3M	-$815K	4	0.24%	Reduced
315	Kovitz Investment Group Partners Chicago, Illinois	$10.3M	-$90.4K	2	0.33%	Reduced
316	Norinchukin Bank Tokyo, Japan	$10.3M	-$3.67M	2	0.16%	Reduced
317	Martingale Asset Management Boston, Massachusetts	$10.3M	+$2.6M	3	0.11%	Increased
318	Nissay Asset Management Tokyo, Japan	$10.2M	-$1.36M	2	0.26%	Reduced
319	GH GAM Holding Zurich, Switzerland	$10.1M	+$6.9M	3	0.4%	Increased
320	Candriam SCA Strassen, Luxembourg, Luxembourg	$10M	-$236K	2	0.13%	Reduced
321	Banque Pictet & Cie Geneva 73, Switzerland	$10M	-$279K	2	0.18%	Reduced
322	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.76M	-$695K	2	0.07%	Reduced
323	William Blair & Company Chicago, Illinois	$9.7M	+$6.42K	2	0.06%	Increased
324	HCM Hodges Capital Management Dallas, Texas	$9.62M	-$442K	1	1.04%	Reduced
325	NN Investment Partners Holdings The Hague, Netherlands	$9.62M	-$20.8M	2	0.08%	Reduced