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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	Gateway Investment Advisers Cincinnati, Ohio	$8.24M	+$224K	2	0.07%	Increased
352	Twin Tree Management Dallas, Texas	$8.23M	+$5.72M	1	0.06%	Increased
353	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.12M	+$774K	2	0.3%	Increased
354	HIS Horizon Investment Services Hammond, Indiana	$8.12M	-$450K	1	3.63%	Reduced
355	HL Financial Services Louisville, Kentucky	$8.05M	+$385K	2	0.16%	Increased
356	Kennedy Capital Management St Louis, Missouri	$8.01M	+$624K	1	0.15%	Increased
357	Natixis Advisors Boston, Massachusetts	$7.99M	-$761K	2	0.09%	Reduced
358	GHCM Glen Harbor Capital Management San Diego, California	$7.9M	+$2.25M	3	0.19%	Increased
359	Eaton Vance Management Boston, Massachusetts	$7.89M	+$6.98M	2	0.02%	Increased
360	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.79M	+$33.8K	3	0.2%	Increased
361	Andra AP-fonden Goteborg, Sweden	$7.77M	-$1.41M	2	0.19%	Reduced
362	Rubric Capital Management (New York) New York	$7.76M	+$7.61M	1	1.6%	New
363	OAM Oxford Asset Management Oxford, United Kingdom	$7.74M	+$6.2M	2	0.15%	Increased
364	HCMT Highland Capital Management (Texas) Dallas, Texas	$7.65M	+$3.38M	1	0.33%	Increased
365	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.47M	+$4.04M	2	0.14%	Increased
366	RCM Redwood Capital Management New York	$7.46M	-$1.46M	1	0.8%	Reduced
367	AGAM Avalon Global Asset Management San Francisco, California	$7.42M	$0	1	4.14%	Maintained
368	US Bancorp Minneapolis, Minnesota	$7.36M	-$725K	4	0.02%	Reduced
369	IAM Integre Asset Management New York	$7.33M	-$409K	1	4.45%	Reduced
370	MPAM Monarch Partners Asset Management Boston, Massachusetts	$7.31M	+$5.27M	1	0.72%	Increased
371	Edmond de Rothschild Holding Chambesy, Switzerland	$7.27M	-$14.7M	2	0.2%	Reduced
372	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.21M	-$2.19M	1	0.33%	Reduced
373	Creative Planning Overland Park, Kansas	$7.18M	+$1.18M	4	0.04%	Increased
374	Zurich Insurance Group Zurich, Switzerland	$7.16M	-$121K	2	0.2%	Reduced
375	AIP ARS Investment Partners New York	$7.06M	+$2.07M	1	0.97%	Increased