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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	Truist Financial Charlotte, North Carolina	$9.2M	-$2.81M	2	0.18%	Reduced
327	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9.11M	-$2.07M	2	0.1%	Reduced
328	NI Nepsis Inc Minneapolis, Minnesota	$8.91M	-$829K	1	4.56%	Reduced
329	Envestnet Asset Management Chicago, Illinois	$8.87M	+$888K	4	0.03%	Increased
330	BCM Bluefin Capital Management New York	$8.76M	+$6.81M	1	1.14%	Increased
331	QCMC Quantum Capital Management (California) San Francisco, California	$8.73M	-$1.86M	1	2.17%	Reduced
332	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.7M	-$730K	1	1.48%	Reduced
333	RIM Rainier Investment Management Seattle, Washington	$8.69M	+$3.35M	1	0.94%	Increased
334	Barings Charlotte, North Carolina	$8.69M	+$313K	2	0.17%	Increased
335	RCM Redwood Capital Management New York	$8.67M	$0	1	1.02%	Maintained
336	Andra AP-fonden Goteborg, Sweden	$8.54M	+$1.08M	2	0.2%	Increased
337	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$8.54M	-$3.88M	1	1.61%	Reduced
338	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$8.47M	-$2.8M	1	0.39%	Reduced
339	Prudential plc London, England, United Kingdom	$8.46M	+$141K	2	0.03%	Increased
340	Natixis Advisors Boston, Massachusetts	$8.28M	+$541K	2	0.09%	Increased
341	Mutual of America Capital Management New York	$8.23M	-$731K	2	0.15%	Reduced
342	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.19M	+$307K	2	0.19%	Increased
343	3C 361 Capital Denver, Colorado	$8.11M	+$1.82M	2	1.74%	Increased
344	EA Evanston Advisors Schaumburg, Illinois	$8.07M	-$460K	1	2.19%	Reduced
345	RCMC RK Capital Management (Colorado) Denver, Colorado	$8.05M	+$1.75M	1	1.56%	Increased
346	NA Neuburgh Advisers Los Angeles, California	$8.01M	-$3.49M	1	0.32%	Reduced
347	PP Paloma Partners Greenwich, Connecticut	$7.87M	+$3.78M	3	0.09%	Increased
348	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.78M	-$1.75M	1	0.32%	Reduced
349	HIS Horizon Investment Services Hammond, Indiana	$7.76M	-$215K	1	3.47%	Reduced
350	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.56M	-$36.7K	2	0.08%	Reduced