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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	Securian Asset Management St Paul, Minnesota	$2.36M	+$34.9K	2	0.09%	Increased
352	KeyBank National Association Cleveland, Ohio	$2.31M	-$49.8M	2	0.02%	Reduced
353	PRC Platte River Capital Denver, Colorado	$2.3M	+$1.03M	2	0.28%	Increased
354	Nordea Investment Management Stockholm, Sweden	$2.26M	-$758K	2	0.01%	Reduced
355	Panagora Asset Management Boston, Massachusetts	$2.26M	-$378K	4	0.01%	Reduced
356	TI Turner Investments Berwyn, Pennsylvania	$2.25M	-$4.87M	1	0.04%	Reduced
357	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.24M	+$2.14M	1	0.01%	New
358	QS Investors New York	$2.22M	-$5.28M	1	0.1%	Reduced
359	Kentucky Retirement Systems Frankfort, Kentucky	$2.2M	+$1.91M	2	0.18%	New
360	US Bancorp Minneapolis, Minnesota	$2.15M	-$184K	2	0.01%	Reduced
361	MCM Mazama Capital Management Portland, Oregon	$2.12M	-$223K	1	1.16%	Reduced
362	Reinhart Partners Mequon, Wisconsin	$2.12M	+$5.13K	1	0.18%	Increased
363	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.11M	-$1.81M	3	0.25%	Reduced
364	LPL Financial San Diego, California	$2.1M	+$311K	2	0.01%	Increased
365	Oppenheimer & Co New York	$2.08M	+$154K	3	0.07%	Increased
366	WesBanco Bank Wheeling, West Virginia	$2.06M	+$1.17M	1	0.13%	Increased
367	Gotham Asset Management New York	$2.04M	+$1.94M	1	0.07%	New
368	Jacobs Levy Equity Management Florham Park, New Jersey	$2.03M	-$32.7K	1	0.03%	Reduced
369	DM Diker Management New York	$2M	+$1.01M	1	0.51%	Increased
370	Synovus Financial Columbus, Georgia	$1.98M	-$3.07M	1	0.06%	Reduced
371	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.96M	+$514K	2	0.03%	Increased
372	DCM Decade Capital Management New York	$1.96M	+$1.64M	2	0.11%	New
373	Cambridge Investment Research Advisors Fairfield, Iowa	$1.95M	-$18.8K	1	0.09%	Reduced
374	IAM ICM Asset Management Spokane, Washington	$1.94M	-$81.5K	1	2.09%	Reduced
375	Twin Tree Management Dallas, Texas	$1.94M	+$397K	1	0.07%	Increased