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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.95M	+$13.2K	2	0.13%	Increased
327	Daiwa Securities Group Tokyo, Japan	$8.94M	+$6.89M	2	0.07%	Increased
328	AP Archon Partners Princeton Junction, New Jersey	$8.91M	$0	1	2.45%	Maintained
329	Walleye Trading New York	$8.73M	+$5.03M	3	0.1%	Increased
330	Livforsakringsbolaget Skandia Stockholm, Sweden	$8.44M	$0	2	0.32%	Maintained
331	Utah Retirement Systems Salt Lake City, Utah	$8.44M	-$20.1K	2	0.24%	Reduced
332	GP GLG Partners London, United Kingdom	$8.38M	-$4.52M	1	0.19%	Reduced
333	CAM CG Asset Management New York	$8.25M	-$387K	2	3.4%	Reduced
334	NRS Neville Rodie & Shaw New York	$8.23M	+$179K	1	0.81%	Increased
335	KI Kalmar Investments Greenville, Delaware	$8.15M	$0	1	0.16%	Maintained
336	RCM Riverhead Capital Management Wilmington, Delaware	$8.06M	+$884K	2	0.14%	Increased
337	LI LMCG Investments Boston, Massachusetts	$7.99M	+$129K	1	0.18%	Increased
338	Eagle Asset Management St Petersburg, Florida	$7.89M	+$2.66M	2	0.05%	Increased
339	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.83M	+$1.57M	2	0.23%	Increased
340	DM Diker Management New York	$7.63M	+$1.99M	1	1.48%	Increased
341	CFG Cambridge Financial Group Columbus, Ohio	$7.61M	-$230K	1	3.8%	Reduced
342	BPB Badgley, Phelps & Bell Seattle, Washington	$7.61M	+$121K	1	0.75%	Increased
343	6CM 683 Capital Management New York	$7.47M	$0	1	2.55%	Maintained
344	SAM Shell Asset Management The Hague, Netherlands	$7.36M	-$492K	2	0.11%	Reduced
345	BOK Financial Tulsa, Oklahoma	$7.34M	+$4.24M	2	0.25%	Increased
346	RBA Richard Bernstein Advisors New York	$7.16M	+$3.68M	1	0.75%	Increased
347	PL Parkwood LLC Cleveland, Ohio	$7.12M	+$6.73M	2	1.5%	New
348	HR Howe & Rusling Rochester, New York	$7.04M	+$353K	3	1.64%	Increased
349	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.96M	+$3.46M	2	0.03%	Increased
350	DCM Daruma Capital Management New York	$6.92M	-$172K	2	0.3%	Reduced