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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	QCMC Quantum Capital Management (California) San Francisco, California	$10.7M	-$961K	1	2.53%	Reduced
352	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.6M	+$355K	3	0.25%	Increased
353	HL Financial Services Louisville, Kentucky	$10.6M	-$17.5K	2	0.21%	Reduced
354	Zurich Insurance Group Zurich, Switzerland	$10.4M	+$927K	2	0.29%	Increased
355	Creative Planning Overland Park, Kansas	$10.4M	+$890K	3	0.05%	Increased
356	United Capital Financial Advisors Irving, Texas	$10.4M	+$6.33M	2	0.09%	Increased
357	SIM Spark Investment Management New York	$10.3M	+$2.93M	2	0.55%	Increased
358	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.3M	+$183K	1	0.45%	Increased
359	Andra AP-fonden Goteborg, Sweden	$10.2M	$0	2	0.24%	Maintained
360	US Bancorp Minneapolis, Minnesota	$9.99M	+$297K	5	0.03%	Increased
361	AIS AlphaOne Investment Services West Chester, Pennsylvania	$9.86M	-$11.1M	2	2.62%	Reduced
362	RCM Redwood Capital Management New York	$9.83M	$0	1	1.01%	Maintained
363	TCM Tegean Capital Management New York	$9.83M	+$632K	1	5.2%	Increased
364	AGAM Avalon Global Asset Management San Francisco, California	$9.78M	$0	1	3.73%	Maintained
365	Meag Munich Ergo Munich, Germany	$9.74M	-$30.4M	1	0.4%	Reduced
366	AIP ARS Investment Partners New York	$9.64M	+$279K	1	1.24%	Increased
367	UFF USA Financial Formulas Ada, Michigan	$9.6M	-$6.64M	3	2.29%	Reduced
368	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.55M	+$98.5K	1	0.42%	Increased
369	AHL Partners London, United Kingdom	$9.55M	+$2.17M	3	0.17%	Increased
370	CIBC Asset Management Toronto, Ontario, Canada	$9.55M	+$299K	2	0.06%	Increased
371	Natixis Advisors Boston, Massachusetts	$9.52M	-$814K	2	0.1%	Reduced
372	OAMG Odey Asset Management Group London, United Kingdom	$9.51M	+$282K	1	0.86%	Increased
373	William Blair & Company Chicago, Illinois	$9.46M	+$351K	2	0.07%	Increased
374	HIS Horizon Investment Services Hammond, Indiana	$9.41M	-$1.06M	1	3.99%	Reduced
375	LPL Financial San Diego, California	$9.4M	+$958K	2	0.03%	Increased