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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	BPM Bowling Portfolio Management Cincinnati, Ohio	$11.1M	+$2.24M	2	1.47%	Increased
352	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11M	-$499K	1	3.14%	Reduced
353	O'Shaughnessy Asset Management Stamford, Connecticut	$11M	+$4.74M	2	0.26%	Increased
354	Dai-ichi Life Insurance Company Tokyo, Japan	$10.7M	-$2.81M	2	0.21%	Reduced
355	Caxton Associates (New York) New York	$10.7M	-$5.6M	2	0.53%	Reduced
356	RegentAtlantic Capital Morristown, New Jersey	$10.7M	+$1.78M	2	0.88%	Increased
357	Tocqueville Asset Management New York	$10.7M	-$1.92M	2	0.12%	Reduced
358	QS Investors New York	$10.6M	+$1.52M	3	0.1%	Increased
359	United Capital Financial Advisors Irving, Texas	$10.6M	-$112K	2	0.08%	Reduced
360	Kennedy Capital Management St Louis, Missouri	$10.6M	-$473K	2	0.19%	Reduced
361	GCP GSA Capital Partners London, United Kingdom	$10.5M	+$4.46M	4	0.64%	Increased
362	Gateway Investment Advisers Cincinnati, Ohio	$10.5M	-$336K	2	0.09%	Reduced
363	Creative Planning Overland Park, Kansas	$10.4M	-$348K	3	0.04%	Reduced
364	RCM Redwood Capital Management New York	$10.3M	$0	1	0.85%	Maintained
365	TCM Tegean Capital Management New York	$10.3M	$0	1	5.07%	Maintained
366	Engineers Gate Manager New York	$10.3M	-$1.41M	4	0.7%	Reduced
367	William Blair & Company Chicago, Illinois	$10.3M	+$425K	2	0.07%	Increased
368	RIG Roosevelt Investment Group New York	$10.2M	-$1.31M	1	0.94%	Reduced
369	Amalgamated Bank New York	$10M	+$1.14M	3	0.27%	Increased
370	CIBC Asset Management Toronto, Ontario, Canada	$9.97M	+$203K	2	0.06%	Increased
371	AIM Assured Investment Management New York	$9.87M	+$4.62M	2	0.2%	Increased
372	ICP Indus Capital Partners New York	$9.87M	+$10.3M	1	0.96%	New
373	UFF USA Financial Formulas Ada, Michigan	$9.83M	+$96.3K	2	2.34%	Increased
374	Barings Charlotte, North Carolina	$9.83M	-$4.76M	2	0.13%	Reduced
375	Cambiar Investors Denver, Colorado	$9.82M	-$3.67M	1	0.15%	Reduced