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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.3M	+$39.7K	2	0.15%	Increased
352	AB AT Bancorp Dubuque, Iowa	$6.21M	-$4M	2	0.82%	Reduced
353	GHCM Glen Harbor Capital Management San Diego, California	$6.14M	+$5.75M	3	0.17%	New
354	Gateway Investment Advisers Cincinnati, Ohio	$6.12M	-$25.6K	2	0.06%	Reduced
355	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.1M	-$1.12M	1	0.91%	Reduced
356	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.09M	-$845K	2	0.54%	Reduced
357	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.09M	+$173K	1	0.39%	Increased
358	TCM Tegean Capital Management New York	$6.03M	+$939K	1	5.56%	Increased
359	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$6.02M	+$5.78M	1	3.94%	New
360	Natixis Advisors Boston, Massachusetts	$6M	-$908K	2	0.07%	Reduced
361	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.95M	-$34.9M	3	0%	Reduced
362	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.95M	-$1.16M	2	0.07%	Reduced
363	RCMC RK Capital Management (Colorado) Denver, Colorado	$5.92M	+$1.53M	1	1.22%	Increased
364	CL Croft-Leominster Baltimore, Maryland	$5.84M	-$5.07M	0	–	Closed
365	HL Financial Services Louisville, Kentucky	$5.83M	-$3.32M	2	0.13%	Reduced
366	NRS Neville Rodie & Shaw New York	$5.83M	$0	1	0.69%	Maintained
367	Andra AP-fonden Goteborg, Sweden	$5.82M	-$952K	2	0.16%	Reduced
368	Commonwealth Equity Services Waltham, Massachusetts	$5.79M	+$336K	2	0.04%	Increased
369	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.78M	+$93K	3	0.16%	Increased
370	People's United Financial Bridgeport, Connecticut	$5.77M	-$12.6M	3	0.21%	Reduced
371	AL Airain Ltd St. Peter Port, Guernsey	$5.74M	+$1.92M	2	0.46%	Increased
372	AGAM Avalon Global Asset Management San Francisco, California	$5.67M	-$121K	1	4.65%	Reduced
373	CG Clinton Group New York	$5.62M	+$4.86M	2	0.33%	New
374	CCM Cadence Capital Management Boston, Massachusetts	$5.55M	+$217K	3	0.39%	Increased
375	Rafferty Asset Management New York	$5.53M	+$3.04M	2	0.25%	Increased