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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	PP Paloma Partners Greenwich, Connecticut	$5.35M	+$2.02M	2	0.1%	Increased
327	Eagle Asset Management St Petersburg, Florida	$5.34M	-$63.3K	2	0.03%	Reduced
328	KG Karamaan Group New York	$5.33M	-$5.64M	1	5.31%	Reduced
329	M&T Bank Buffalo, New York	$5.25M	-$1.77M	2	0.03%	Reduced
330	Destination Wealth Management Walnut Creek, California	$5.24M	+$5.06M	1	0.35%	New
331	Andra AP-fonden Goteborg, Sweden	$5.23M	-$913K	2	0.15%	Reduced
332	HIS Horizon Investment Services Hammond, Indiana	$5.22M	-$2.46M	1	2.09%	Reduced
333	TCW Group Los Angeles, California	$5.13M	-$9.65M	2	0.03%	Reduced
334	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$5.03M	-$690K	2	0.38%	Reduced
335	HS HighVista Strategies Boston, Massachusetts	$5.02M	-$1.23M	1	0.86%	Reduced
336	Envestnet Asset Management Chicago, Illinois	$4.98M	+$1.39M	2	0.02%	Increased
337	PRCM Pine River Capital Management Minnetonka, Minnesota	$4.95M	-$6.84M	1	0.05%	Reduced
338	DCM Dupont Capital Management Wilmington, Delaware	$4.92M	-$2.53M	1	0.11%	Reduced
339	ING Group Amsterdam, Netherlands	$4.83M	-$8.97M	1	0.03%	Reduced
340	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.82M	-$1.7M	2	0.11%	Reduced
341	Virtu KCG Holdings New York	$4.78M	+$1.13M	2	0.09%	Increased
342	Mutual of America Capital Management New York	$4.7M	+$24.6K	2	0.1%	Increased
343	ICM Ionic Capital Management New York	$4.63M	-$901K	1	0.22%	Reduced
344	Graham Capital Management Rowayton, Connecticut	$4.58M	+$4.69M	1	0.25%	Increased
345	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$4.57M	+$356K	2	0.97%	Increased
346	MPM Meritage Portfolio Management Overland Park, Kansas	$4.36M	+$16.1K	1	0.46%	Increased
347	Colony Group Boston, Massachusetts	$4.36M	+$84.1K	2	0.46%	Increased
348	NRS Neville Rodie & Shaw New York	$4.33M	-$6M	1	0.47%	Reduced
349	Profund Advisors Bethesda, Maryland	$4.29M	-$4.55M	2	0.18%	Reduced
350	Nippon Life Global Investors Americas New York	$4.27M	-$354K	1	0.39%	Reduced