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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	RIM Redpoint Investment Management Sydney, NSW, Australia	$9.55M	-$1.09M	2	0.5%	Reduced
327	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.52M	-$1.73M	2	0.27%	Reduced
328	CIBC Private Wealth Group Atlanta, Georgia	$9.43M	+$9.27M	2	0.03%	Increased
329	SI Sprott Inc Toronto, Ontario, Canada	$9.39M	-$949K	1	2.23%	Reduced
330	Adams Diversified Equity Fund Baltimore, Maryland	$9.35M	$0	1	0.5%	Maintained
331	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.29M	+$5.27M	2	0.44%	Increased
332	RFA Reilly Financial Advisors La Mesa, California	$9.24M	-$380K	3	1.16%	Reduced
333	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$9.24M	+$163K	3	0.04%	Increased
334	AGAM Avalon Global Asset Management San Francisco, California	$9.2M	+$80K	1	4.34%	Increased
335	F.L. Putnam Investment Management Lynnfield, Massachusetts	$9.09M	-$135K	1	0.73%	Reduced
336	RegentAtlantic Capital Morristown, New Jersey	$9.07M	-$51.2K	2	0.61%	Reduced
337	RGI River Global Investors London, United Kingdom	$8.93M	+$290K	1	0.62%	Increased
338	DFO Duquesne Family Office New York	$8.9M	-$9.51M	1	0.26%	Reduced
339	Natixis Advisors Boston, Massachusetts	$8.81M	-$393K	3	0.07%	Reduced
340	Gateway Investment Advisers Cincinnati, Ohio	$8.6M	-$670K	2	0.08%	Reduced
341	HIC Harbor Island Capital Topsfield, Massachusetts	$8.54M	$0	1	7.7%	Maintained
342	PIA Piedmont Investment Advisors Durham, North Carolina	$8.51M	+$333K	2	0.34%	Increased
343	NA Neuburgh Advisers Los Angeles, California	$8.34M	+$3.88M	1	0.27%	Increased
344	QS Investors New York	$8.34M	+$5.31M	2	0.09%	Increased
345	Profund Advisors Bethesda, Maryland	$8.32M	-$1.02M	2	0.39%	Reduced
346	Mount Yale Investment Advisors Denver, Colorado	$8.12M	-$640K	1	1.5%	Reduced
347	KI Kapitalo Investimentos Sao Paulo, Brazil	$8.1M	+$8M	1	7.57%	New
348	PineBridge Investments New York	$8.04M	-$1.51M	4	0.13%	Reduced
349	Braun Stacey Associates New York	$8.03M	+$362K	1	0.51%	Increased
350	GCMG Gyroscope Capital Management Group Naples, Florida	$7.94M	-$787K	1	2.99%	Reduced