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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	Utah Retirement Systems Salt Lake City, Utah	$7.24M	+$1.88K	2	0.18%	Increased
327	LSA L & S Advisors Los Angeles, California	$7.21M	-$464K	1	1.64%	Reduced
328	Mutual of America Capital Management New York	$7.2M	+$1.15M	2	0.14%	Increased
329	NAM Netols Asset Management Mequon, Wisconsin	$7.2M	-$298K	1	1.48%	Reduced
330	F.L. Putnam Investment Management Lynnfield, Massachusetts	$7.17M	+$3.49M	2	0.82%	Increased
331	AAM AO Asset Management New York	$7.14M	+$6.12M	1	2.38%	New
332	EA Evanston Advisors Schaumburg, Illinois	$7.07M	-$80.8K	1	2.17%	Reduced
333	CG Cutler Group San Francisco, California	$7M	+$3.6M	3	0.25%	Increased
334	Spot Trading Chicago, Illinois	$6.97M	+$370K	2	0.16%	Increased
335	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$6.87M	+$5.15M	2	0.02%	Increased
336	Vident Investment Advisory Alpharetta, Georgia	$6.69M	+$22.9K	2	0.81%	Increased
337	Xact Kapitalforvaltning Stockholm, Sweden	$6.63M	+$448K	2	0.23%	Increased
338	Barings Charlotte, North Carolina	$6.61M	+$705K	2	0.17%	Increased
339	TCM Tygh Capital Management Portland, Oregon	$6.6M	-$41.5K	1	1.66%	Reduced
340	HIS Horizon Investment Services Hammond, Indiana	$6.59M	-$219K	1	3.12%	Reduced
341	JCM Jag Capital Management St Louis, Missouri	$6.58M	+$4.85M	1	1.33%	New
342	RCM Redwood Capital Management New York	$6.58M	$0	1	0.89%	Maintained
343	Luther King Capital Management (LKCM) Fort Worth, Texas	$6.48M	-$1.47M	1	0.06%	Reduced
344	Envestnet Asset Management Chicago, Illinois	$6.44M	-$1.39M	4	0.02%	Reduced
345	TA Teton Advisors Rye, New York	$6.43M	$0	1	0.65%	Maintained
346	US Bancorp Minneapolis, Minnesota	$6.37M	-$3.37M	4	0.02%	Reduced
347	TAM Tyers Asset Management Austin, Texas	$6.37M	+$6.11M	2	0.27%	New
348	GH GAM Holding Zurich, Switzerland	$6.36M	-$13.5M	2	0.11%	Reduced
349	RGI River Global Investors London, United Kingdom	$6.33M	+$158K	1	1.79%	Increased
350	Prudential plc London, England, United Kingdom	$6.31M	-$1.04M	2	0.02%	Reduced