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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
326	FC FIC Capital New York	$3.1M	$0	1	1.58%	Maintained
327	Convergence Investment Partners Palm Beach Gardens, Florida	$3.1M	+$2.21M	1	0.66%	Increased
328	SAM Symphony Asset Management San Francisco, California	$3.08M	-$396K	1	0.31%	Reduced
329	Neville Rodie & Shaw New York	$3.07M	-$16K	1	0.36%	Reduced
330	Lockheed Martin Investment Management Bethesda, Maryland	$3.06M	+$2.54M	1	0.17%	New
331	Nicholas Investment Partners Rancho Santa Fe, California	$3.03M	+$3M	1	0.25%	New
332	NCIM New Century Investment Management Southfield, Michigan	$3.02M	+$1.05M	1	2.05%	New
333	MCG Meru Capital Group New York	$3.01M	-$467K	1	0.75%	Reduced
334	SG Capital Management Chicago, Illinois	$2.97M	-$4.86M	1	1.29%	Reduced
335	Connable Office Inc Kalamazoo, Michigan	$2.96M	-$2.57K	1	0.83%	Reduced
336	V ValueWorks New York	$2.92M	-$7.56M	1	1.79%	Reduced
337	Aberdeen Asset Management Aberdeen, United Kingdom	$2.76M	-$100K	2	0.01%	Reduced
338	Jefferies Group New York	$2.74M	-$2.4M	2	0.03%	Reduced
339	Bourgeon Capital Management Darien, Connecticut	$2.71M	-$2.9M	2	1.83%	Reduced
340	MG Meditor Group Hamilton, Bermuda	$2.71M	-$1.12M	1	0.38%	Reduced
341	Mutual of America Capital Management New York	$2.71M	+$24.1K	2	0.07%	Increased
342	SFP Santa Fe Partners Santa Fe, New Mexico	$2.68M	+$2.56M	1	0.51%	New
343	VAS Valicenti Advisory Services Elmira, New York	$2.65M	-$1.12M	1	1.81%	Reduced
344	Angelo Gordon & Co New York	$2.63M	$0	1	0.17%	Maintained
345	Ziegler Capital Management Chicago, Illinois	$2.61M	+$44K	1	0.23%	Increased
346	CI Investments Inc Toronto, Ontario, Canada	$2.6M	-$2.4M	1	0.03%	Reduced
347	TC TFS Capital West Chester, Pennsylvania	$2.51M	-$3.31M	2	0.11%	Reduced
348	First Citizens Bank & Trust Raleigh, North Carolina	$2.48M	+$100K	2	0.09%	Increased
349	Tokio Marine Asset Management Tokyo, Japan	$2.44M	-$77.4K	2	0.16%	Reduced
350	Baker Avenue Asset Management San Francisco, California	$2.37M	-$154K	1	0.5%	Reduced