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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	BNP Paribas Asset Management Paris, France	$6.59M	+$2.02K	2	0.05%	Increased
352	ArrowMark Colorado Holdings Denver, Colorado	$6.47M	-$1.35M	1	0.18%	Reduced
353	DCM Daruma Capital Management New York	$6.42M	-$758K	1	0.26%	Reduced
354	HR Howe & Rusling Rochester, New York	$6.41M	-$2.31M	3	1.44%	Reduced
355	GC Globeflex Capital San Diego, California	$6.31M	-$29.1K	1	0.69%	Reduced
356	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$6.24M	+$3.29M	1	0.55%	Increased
357	WAM World Asset Management Detroit, Michigan	$6.23M	-$30.2K	2	0.19%	Reduced
358	Sterling Capital Management Charlotte, North Carolina	$6.21M	-$952K	1	0.05%	Reduced
359	Natixis Paris, France	$6.19M	-$2.72M	1	0.07%	Reduced
360	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.1M	+$115K	2	0.25%	Increased
361	NCIM New Century Investment Management Southfield, Michigan	$6.08M	+$168K	1	3.31%	Increased
362	HS HighVista Strategies Boston, Massachusetts	$6.08M	-$620K	1	0.86%	Reduced
363	CIBC Asset Management Toronto, Ontario, Canada	$6.07M	-$88.5K	2	0.03%	Reduced
364	Parallax Volatility Advisers San Francisco, California	$5.99M	+$2.35M	2	0.02%	Increased
365	SCM Signia Capital Management Spokane, Washington	$5.92M	+$2.17M	1	2.66%	Increased
366	PCM Penn Capital Management Philadelphia, Pennsylvania	$5.88M	+$5.08M	1	0.23%	New
367	Martingale Asset Management Boston, Massachusetts	$5.83M	+$4.82M	1	0.18%	New
368	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.82M	+$3.06M	2	0.18%	Increased
369	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$5.78M	+$2.57M	2	3.3%	Increased
370	CCM Cupps Capital Management Chicago, Illinois	$5.78M	-$455K	2	0.47%	Reduced
371	Caxton Associates (New York) New York	$5.37M	+$4.44M	1	0.28%	New
372	Rafferty Asset Management New York	$5.36M	+$2.3M	2	1.03%	Increased
373	Mutual of America Capital Management New York	$5.34M	-$258K	2	0.13%	Reduced
374	Andra AP-fonden Goteborg, Sweden	$5.32M	-$5.41M	2	0.12%	Reduced
375	DM Diker Management New York	$5.31M	-$1.77M	1	1.16%	Reduced