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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	TA Teton Advisors Rye, New York	$3.05M	$0	1	0.28%	Maintained
352	Commonwealth Equity Services Waltham, Massachusetts	$3.03M	+$651K	2	0.03%	Increased
353	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.94M	+$190K	1	0.21%	Increased
354	HCS Harvest Capital Strategies San Francisco, California	$2.93M	+$517K	1	0.34%	Increased
355	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.89M	$0	2	0.14%	Maintained
356	HPA Hilltop Park Associates New York	$2.89M	+$2.55M	1	6.37%	New
357	Mutual of America Capital Management New York	$2.88M	-$86.3K	2	0.06%	Reduced
358	CCM Cadence Capital Management Boston, Massachusetts	$2.8M	+$2.1M	2	0.2%	Increased
359	Group One Trading Chicago, Illinois	$2.77M	-$1.3M	4	0.04%	Reduced
360	CAM Capstone Asset Management Houston, Texas	$2.77M	-$111K	3	0.08%	Reduced
361	DM Delphi Management Brookline, Massachusetts	$2.76M	+$27.2K	1	1.66%	Increased
362	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.7M	+$23.4K	2	0.13%	Increased
363	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.69M	+$2.32M	2	0.44%	Increased
364	CIBC World Market Toronto, Ontario, Canada	$2.67M	-$576K	2	0.01%	Reduced
365	CG Clinton Group New York	$2.64M	+$2.13M	2	0.16%	Increased
366	Tudor Investment Corp Stamford, Connecticut	$2.61M	-$379K	2	0.07%	Reduced
367	People's United Financial Bridgeport, Connecticut	$2.6M	+$2.19M	2	0.14%	Increased
368	Shinko Asset Management Company Tokyo, Japan	$2.59M	-$254K	3	0.02%	Reduced
369	Fisher Asset Management Camas, Washington	$2.58M	-$248K	1	0%	Reduced
370	Calamos Advisors Naperville, Illinois	$2.54M	+$288K	2	0.02%	Increased
371	AGAM Avalon Global Asset Management San Francisco, California	$2.51M	+$1.51M	1	1.9%	Increased
372	FC FIC Capital New York	$2.48M	$0	1	1.2%	Maintained
373	Profund Advisors Bethesda, Maryland	$2.45M	-$884K	3	0.13%	Reduced
374	GIM Goelzer Investment Management Carmel, Indiana	$2.44M	+$755K	1	0.35%	Increased
375	Oppenheimer & Co New York	$2.43M	+$406K	3	0.07%	Increased