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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	SM SLS Management New York	$9.01M	+$8.52M	1	5.21%	New
327	ARTA A.R.T. Advisors New York	$8.98M	-$1.25M	2	0.34%	Reduced
328	Aristeia Capital Greenwich, Connecticut	$8.96M	-$19.5M	1	0.48%	Reduced
329	QI Quotient Investors New York	$8.85M	+$7.69M	1	1.82%	Increased
330	DM Diker Management New York	$8.85M	+$993K	1	1.73%	Increased
331	SAM Shell Asset Management The Hague, Netherlands	$8.83M	+$1.16M	2	0.14%	Increased
332	CAM CG Asset Management New York	$8.81M	+$323K	2	3.47%	Increased
333	DM Delphi Management Brookline, Massachusetts	$8.72M	-$2.5M	1	1.22%	Reduced
334	Utah Retirement Systems Salt Lake City, Utah	$8.71M	$0	2	0.24%	Maintained
335	RCM Riverhead Capital Management Wilmington, Delaware	$8.71M	+$309K	2	0.13%	Increased
336	KI Kalmar Investments Greenville, Delaware	$8.65M	$0	1	0.16%	Maintained
337	PineBridge Investments New York	$8.6M	+$7.27M	2	0.33%	Increased
338	LSV Asset Management Chicago, Illinois	$8.59M	+$4.83M	1	0.02%	Increased
339	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$8.48M	-$8.07M	2	0.09%	Reduced
340	CBT Central Bank & Trust Lexington, Kentucky	$8.47M	+$1.97M	2	2.9%	Increased
341	BOK Financial Tulsa, Oklahoma	$8.4M	+$642K	2	0.29%	Increased
342	LI LMCG Investments Boston, Massachusetts	$8.33M	+$151K	1	0.18%	Increased
343	ICRM Insight Capital Research & Management Walnut Creek, California	$8.1M	+$1.18M	2	2.08%	Increased
344	CC Crosslink Capital Menlo Park, California	$8.07M	-$5.24M	2	1.12%	Reduced
345	BPB Badgley, Phelps & Bell Seattle, Washington	$8.03M	-$49.6K	1	0.79%	Reduced
346	Natixis Advisors Boston, Massachusetts	$7.88M	-$1.82M	2	0.15%	Reduced
347	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$7.85M	+$5.38M	1	1.79%	Increased
348	THCM Tipp Hill Capital Management New York	$7.77M	+$7.35M	1	6.35%	New
349	JT Jump Trading Chicago, Illinois	$7.68M	+$4.95M	1	0.18%	Increased
350	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.66M	+$1.65M	2	0.1%	Increased