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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	ArrowMark Colorado Holdings Denver, Colorado	$3.85M	+$3.18M	1	0.08%	New
352	Jane Street New York	$3.84M	+$2.55M	2	0.02%	Increased
353	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.83M	+$285K	2	0.12%	Increased
354	BCM BTC Capital Management Des Moines, Iowa	$3.83M	+$1.77M	1	0.83%	Increased
355	Tudor Investment Corp Stamford, Connecticut	$3.8M	+$782K	2	0.08%	Increased
356	Group One Trading Chicago, Illinois	$3.8M	+$221K	4	0.05%	Increased
357	Parallax Volatility Advisers San Francisco, California	$3.78M	-$11.7M	3	0.01%	Reduced
358	Verition Fund Management Greenwich, Connecticut	$3.73M	-$729K	2	0.48%	Reduced
359	QS Investors New York	$3.7M	-$440K	3	0.03%	Reduced
360	HBK Investments Dallas, Texas	$3.7M	+$3.08M	2	0.03%	New
361	CIBC Asset Management Toronto, Ontario, Canada	$3.66M	+$25.1K	2	0.03%	Increased
362	AGAM Avalon Global Asset Management San Francisco, California	$3.65M	+$284K	1	2.11%	Increased
363	IRF IBM Retirement Fund Armonk, New York	$3.59M	-$32.6K	2	0.13%	Reduced
364	TM Thrax Management New York	$3.57M	+$3.41M	1	0.55%	New
365	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.56M	-$8.9M	1	0.2%	Reduced
366	Nomura Holdings Tokyo, Japan	$3.56M	+$2.35M	1	0.01%	Increased
367	First Citizens Bank & Trust Raleigh, North Carolina	$3.53M	-$215K	1	0.32%	Reduced
368	ERM Elm Ridge Management Briarcliff Manor, New York	$3.49M	+$2.88M	1	0.84%	New
369	RGI River Global Investors London, United Kingdom	$3.44M	+$2.85M	1	1.48%	New
370	ARTA A.R.T. Advisors New York	$3.44M	+$212K	2	0.17%	Increased
371	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$3.42M	+$2.53M	2	0.47%	Increased
372	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.41M	+$2.93M	2	1.27%	Increased
373	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.38M	$0	2	0.15%	Maintained
374	Fisher Asset Management Camas, Washington	$3.37M	$0	1	0.01%	Maintained
375	WI Wafra Inc New York	$3.37M	+$2.78M	1	0.41%	New