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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	WAM World Asset Management Detroit, Michigan	$6.92M	+$326K	2	0.21%	Increased
352	GL GLG LLC New York	$6.84M	+$6.38M	1	0.18%	Increased
353	NPGCU Napier Park Global Capital (US) New York	$6.81M	-$4.26M	1	2.31%	Reduced
354	ICRM Insight Capital Research & Management Walnut Creek, California	$6.75M	+$2.84M	1	1.76%	Increased
355	NCIM New Century Investment Management Southfield, Michigan	$6.62M	+$275K	1	3.42%	Increased
356	Mutual of America Capital Management New York	$6.61M	+$905K	2	0.16%	Increased
357	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.52M	+$74.5K	2	0.26%	Increased
358	CIBC Asset Management Toronto, Ontario, Canada	$6.36M	-$37.8K	2	0.04%	Reduced
359	BNP Paribas Asset Management Paris, France	$6.35M	-$491K	2	0.05%	Reduced
360	Sterling Capital Management Charlotte, North Carolina	$6.3M	-$151K	1	0.08%	Reduced
361	CBT Central Bank & Trust Lexington, Kentucky	$6.25M	+$5.91M	1	2.36%	New
362	AHL Partners London, United Kingdom	$6.15M	+$5.91M	3	0.48%	New
363	HHC Hutchin Hill Capital New York	$6.09M	+$1.83M	2	0.23%	Increased
364	Whitebox Advisors Minneapolis, Minnesota	$6.07M	-$1.54M	1	0.24%	Reduced
365	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$6.04M	-$423K	1	0.56%	Reduced
366	Ninety One (UK) London, United Kingdom	$6M	+$5.67M	1	0.04%	New
367	PEAK6 Group Chicago, Illinois	$5.97M	+$4.59M	2	0.05%	Increased
368	US Bancorp Minneapolis, Minnesota	$5.93M	+$1.77M	4	0.02%	Increased
369	ArrowMark Colorado Holdings Denver, Colorado	$5.72M	-$1.36M	1	0.16%	Reduced
370	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.69M	-$5.53M	2	0.08%	Reduced
371	Cookson Peirce & Co Pittsburgh, Pennsylvania	$5.64M	+$5.39M	1	1.32%	New
372	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.59M	+$2.52M	2	0.03%	Increased
373	Hudson Bay Capital Management Stamford, Connecticut	$5.57M	+$5.31M	1	0.16%	New
374	LG Leuthold Group Minneapolis, Minnesota	$5.51M	+$1.33M	1	0.5%	Increased
375	HBK Investments Dallas, Texas	$5.51M	-$8.61M	2	0.09%	Reduced