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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	Eagle Global Advisors Houston, Texas	$6.45M	+$5.54M	1	0.18%	New
327	TCM Tygh Capital Management Portland, Oregon	$6.44M	+$942K	1	1.74%	Increased
328	RCM Riverhead Capital Management Wilmington, Delaware	$6.43M	+$4.85M	3	0.41%	Increased
329	EA Evanston Advisors Schaumburg, Illinois	$6.4M	+$6.15M	1	2.01%	New
330	Meag Munich Ergo Munich, Germany	$6.36M	+$5.53M	1	0.31%	New
331	TA Teton Advisors Rye, New York	$6.23M	$0	1	0.55%	Maintained
332	ERM Elm Ridge Management Briarcliff Manor, New York	$6.19M	+$1.44M	1	1.46%	Increased
333	Utah Retirement Systems Salt Lake City, Utah	$6.13M	$0	2	0.16%	Maintained
334	Prudential plc London, England, United Kingdom	$6.12M	+$105K	1	0.02%	Increased
335	HIS Horizon Investment Services Hammond, Indiana	$6.1M	+$261K	1	3.1%	Increased
336	Jane Street New York	$6.1M	+$1.41M	2	0.03%	Increased
337	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$6.09M	+$408K	2	0.07%	Increased
338	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.05M	+$2.35M	2	0.47%	Increased
339	CAM CG Asset Management New York	$6.02M	+$304K	2	2.25%	Increased
340	Andra AP-fonden Goteborg, Sweden	$5.92M	+$73.2K	2	0.16%	Increased
341	Natixis Advisors Boston, Massachusetts	$5.89M	-$86.8K	2	0.08%	Reduced
342	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.88M	+$3.64M	2	0.18%	Increased
343	Zurich Insurance Group Zurich, Switzerland	$5.85M	+$5.35M	2	0.2%	New
344	Vident Investment Advisory Alpharetta, Georgia	$5.63M	+$65.3K	2	0.75%	Increased
345	Spot Trading Chicago, Illinois	$5.63M	-$6.79M	2	0.11%	Reduced
346	CC Cipher Capital New York	$5.62M	+$3M	2	0.35%	Increased
347	BOTW Bank of the West Monterey Park, California	$5.59M	-$2.99M	2	0.77%	Reduced
348	TI Turner Investments Berwyn, Pennsylvania	$5.5M	-$389K	1	1.82%	Reduced
349	M&T Bank Buffalo, New York	$5.39M	-$1.14M	2	0.03%	Reduced
350	Gateway Investment Advisers Cincinnati, Ohio	$5.37M	+$265K	2	0.05%	Increased