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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	RCM Redwood Capital Management New York	$5.33M	$0	1	0.73%	Maintained
352	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.29M	+$800K	1	0.35%	Increased
353	Xact Kapitalforvaltning Stockholm, Sweden	$5.25M	+$4.8M	2	0.19%	New
354	GP GLG Partners London, United Kingdom	$5.22M	-$3.22M	2	0.16%	Reduced
355	NRS Neville Rodie & Shaw New York	$5.22M	+$19.5K	1	0.61%	Increased
356	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$5.21M	-$520K	1	6.02%	Reduced
357	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.18M	-$1.68M	2	0.13%	Reduced
358	Mutual of America Capital Management New York	$5.15M	+$1.19M	2	0.1%	Increased
359	AIA Affinity Investment Advisors Newport Beach, California	$5.13M	-$1.79M	1	0.44%	Reduced
360	AGC Angelo Gordon & Co New York	$5.08M	+$4.36M	1	0.38%	New
361	VIA Virtus Investment Advisers Hartford, Connecticut	$5.07M	+$4.8M	2	0.32%	New
362	Barings Charlotte, North Carolina	$5.02M	-$785K	2	0.13%	Reduced
363	RGI River Global Investors London, United Kingdom	$4.98M	+$458K	1	1.58%	Increased
364	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.88M	-$698K	2	0.24%	Reduced
365	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.83M	+$43.3K	3	0.14%	Increased
366	CL Croft-Leominster Baltimore, Maryland	$4.8M	-$3.01M	1	1.19%	Reduced
367	CCM Cadence Capital Management Boston, Massachusetts	$4.77M	+$1.13M	3	0.35%	Increased
368	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.74M	+$4.55M	1	0.78%	New
369	AGAM Avalon Global Asset Management San Francisco, California	$4.71M	$0	1	2.82%	Maintained
370	Jefferies Group New York	$4.68M	+$3.39M	3	0.02%	Increased
371	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$4.6M	+$4.42M	1	1.43%	New
372	PAM Paradigm Asset Management New York	$4.55M	-$555K	1	0.79%	Reduced
373	Commonwealth Equity Services Waltham, Massachusetts	$4.47M	-$353K	2	0.04%	Reduced
374	HPA Hilltop Park Associates New York	$4.45M	+$3.05M	1	8.22%	Increased
375	Twin Tree Management Dallas, Texas	$4.38M	+$3.67M	2	0.06%	Increased