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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	LMR Partners London, United Kingdom	$7.94M	+$6.57M	1	0.66%	New
327	CIBC World Market Toronto, Ontario, Canada	$7.81M	+$4.75M	1	0.03%	Increased
328	NRS Neville Rodie & Shaw New York	$7.73M	-$44.9K	1	0.78%	Reduced
329	Raymond James & Associates St Petersburg, Florida	$7.69M	+$1.05M	2	0.05%	Increased
330	Zurich Cantonal Bank Zurich, Switzerland	$7.67M	+$794K	2	0.23%	Increased
331	Castleark Management Chicago, Illinois	$7.64M	+$2.36M	1	0.21%	Increased
332	CFG Cambridge Financial Group Columbus, Ohio	$7.56M	+$6.25M	1	3.76%	New
333	LI LMCG Investments Boston, Massachusetts	$7.55M	-$171K	1	0.16%	Reduced
334	BCM Bluefin Capital Management New York	$7.5M	-$970K	1	0.32%	Reduced
335	Nomura Asset Management Tokyo, Japan	$7.46M	+$958K	2	0.14%	Increased
336	SAM Shell Asset Management The Hague, Netherlands	$7.46M	-$9.41M	2	0.11%	Reduced
337	KI Kalmar Investments Greenville, Delaware	$7.37M	$0	1	0.13%	Maintained
338	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.25M	+$6.41M	1	0.45%	New
339	6CM 683 Capital Management New York	$7.18M	$0	1	2.71%	Maintained
340	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$7.09M	+$638K	3	3.21%	Increased
341	Virtu KCG Holdings New York	$6.99M	-$10.4M	2	0.11%	Reduced
342	Whitebox Advisors Minneapolis, Minnesota	$6.98M	-$4.19M	2	0.28%	Reduced
343	QIM Quantitative Investment Management Charlottesville, Virginia	$6.96M	+$1.93M	3	1.25%	Increased
344	WC Wexford Capital West Palm Beach, Florida	$6.88M	-$7.87M	1	0.51%	Reduced
345	BPB Badgley, Phelps & Bell Seattle, Washington	$6.77M	+$53.3K	1	0.67%	Increased
346	Jane Street New York	$6.73M	+$3.56M	2	0.09%	Increased
347	RCM Riverhead Capital Management Wilmington, Delaware	$6.71M	+$412K	2	0.13%	Increased
348	WFM Wilmington Funds Management Wilmington, Delaware	$6.67M	+$645K	2	0.68%	Increased
349	TH Timber Hill Greenwich, Connecticut	$6.63M	+$5.65M	2	0.03%	New
350	THCM Tipp Hill Capital Management New York	$6.59M	$0	1	5.81%	Maintained