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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	Nissay Asset Management Tokyo, Japan	$13.5M	+$14.3M	2	0.41%	New
327	Paradigm Capital Management Inc Albany, New York	$13.4M	+$3.3M	1	1.15%	Increased
328	NA Neuburgh Advisers Los Angeles, California	$13.3M	+$902K	1	0.48%	Increased
329	Eagle Global Advisors Houston, Texas	$13.3M	-$433K	1	0.42%	Reduced
330	NA Navellier & Associates Reno, Nevada	$13.1M	-$4.67M	2	2.46%	Reduced
331	IECM Intrinsic Edge Capital Management Chicago, Illinois	$13.1M	+$14M	1	2.28%	New
332	Swiss Life Asset Management Zurich,	$13.1M	+$753K	2	0.29%	Increased
333	Janney Montgomery Scott Philadelphia, Pennsylvania	$13M	+$3.8M	3	0.14%	Increased
334	ArrowMark Colorado Holdings Denver, Colorado	$12.8M	-$5.99M	1	0.13%	Reduced
335	Trexquant Investment Stamford, Connecticut	$12.8M	+$10.4M	3	1.4%	Increased
336	HCM Hodges Capital Management Dallas, Texas	$12.6M	+$658K	1	0.93%	Increased
337	ARTA A.R.T. Advisors New York	$12.5M	+$5.12M	3	0.55%	Increased
338	CIA CCM Investment Advisers Columbia, South Carolina	$12.5M	-$1.42M	1	2.41%	Reduced
339	SCA Secor Capital Advisors New York	$12.4M	+$7.18M	2	0.49%	Increased
340	ExxonMobil Investment Management Irving, Texas	$12.3M	-$1.63M	2	0.34%	Reduced
341	Adams Diversified Equity Fund Baltimore, Maryland	$12.3M	-$3.46M	1	0.66%	Reduced
342	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$12.1M	-$2.35M	2	0.12%	Reduced
343	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.1M	-$2.42M	2	0.26%	Reduced
344	AIP ARS Investment Partners New York	$12M	+$1.98M	2	1.45%	Increased
345	Tudor Investment Corp Stamford, Connecticut	$11.8M	-$6.68M	3	0.3%	Reduced
346	BCM Bluefin Capital Management New York	$11.7M	+$12.2M	1	0.71%	New
347	AHL Partners London, United Kingdom	$11.6M	+$2.11M	3	0.18%	Increased
348	DI Dalton Investments Las Vegas, Nevada	$11.6M	-$8.55M	1	4.36%	Reduced
349	Edmond de Rothschild Holding Chambesy, Switzerland	$11.5M	-$2M	2	0.33%	Reduced
350	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.2M	+$272K	3	0.25%	Increased