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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
351	BCM Bluefin Capital Management New York	$1.5M	+$1.14M	1	0.14%	New
352	Barings Charlotte, North Carolina	$1.5M	+$1.25M	2	0.07%	New
353	Mizuho Securities USA New York	$1.49M	+$1.16M	1	0.07%	New
354	WBC Westpac Banking Corp Sydney, Australia	$1.49M	+$1.38M	2	0.02%	New
355	LPL Financial San Diego, California	$1.46M	+$1.24M	2	0.01%	New
356	T TradeWorx Red Bank, New Jersey	$1.46M	+$1.48M	1	0.63%	New
357	MWVC Morgens Waterfall Vintiadis & Co New York	$1.43M	+$1.11M	1	1.09%	New
358	THCM Tipp Hill Capital Management New York	$1.43M	+$1.11M	1	1.13%	New
359	Korea Investment Corp Seoul, South Korea	$1.43M	+$1.46M	1	0.02%	New
360	MWR McAdams Wright Ragen Seattle, Washington	$1.43M	+$1.1M	1	0.11%	New
361	PAWC P.A.W. Capital Greenwich, Connecticut	$1.42M	+$1.15M	1	1.2%	New
362	FAM Forty4 Asset Management Chicago, Illinois	$1.42M	+$1.1M	1	0.5%	New
363	F&C Asset Management Edinburgh, Scotland, United Kingdom	$1.41M	+$1.21M	2	0.02%	New
364	ST Sentinel Trust Houston, Texas	$1.4M	+$1.14M	1	0.42%	New
365	Baird Milwaukee, Wisconsin	$1.39M	+$1.11M	2	0.03%	New
366	Profund Advisors Bethesda, Maryland	$1.37M	+$1.12M	2	0.1%	New
367	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.36M	+$1.12M	2	0.02%	New
368	Veritable Wilmington, Delaware	$1.35M	+$1.31M	2	0.03%	New
369	MMEA Mark Morris et al	$1.29M	+$997K	1	0.46%	New
370	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.26M	+$1.24M	2	0.02%	New
371	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.22M	+$1.05M	2	0.07%	New
372	PRC Platte River Capital Denver, Colorado	$1.22M	+$990K	1	0.14%	New
373	Twin Tree Management Dallas, Texas	$1.2M	+$925K	1	0.05%	New
374	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.18M	+$864K	1	0.01%	New
375	GML Gems Management Ltd Nassau, Bahamas	$1.18M	+$912K	1	2.9%	New