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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	MAM Morse Asset Management Darien, Connecticut	$7.92M	-$613K	1	2.33%	Reduced
352	Guinness Asset Management London, United Kingdom	$7.81M	+$784K	1	1.27%	Increased
353	Daiwa Securities Group Tokyo, Japan	$7.68M	-$1.75M	2	0.07%	Reduced
354	Shelton Capital Management Denver, Colorado	$7.67M	+$6.91M	3	0.44%	Increased
355	Cambridge Investment Research Advisors Fairfield, Iowa	$7.54M	-$1.03M	2	0.07%	Reduced
356	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.53M	-$2.31M	2	0.52%	Reduced
357	Schonfeld Strategic Advisors New York	$7.52M	+$5.86M	2	0.27%	Increased
358	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.52M	-$1.32M	2	0.56%	Reduced
359	MIG McGuire Investment Group Wakefield, Rhode Island	$7.47M	-$7.4K	1	2.37%	Reduced
360	HRT Financial New York	$7.47M	+$4.77M	2	0.47%	Increased
361	CFM Coronation Fund Managers Cape Town, South Africa	$7.39M	+$3.87M	2	0.27%	Increased
362	CEI Clark Estates Inc New York	$7.34M	$0	2	1.17%	Maintained
363	Zacks Investment Management Chicago, Illinois	$7.31M	-$119K	1	0.15%	Reduced
364	SAM Securian Asset Management St Paul, Minnesota	$7.29M	-$81.7K	2	0.17%	Reduced
365	NRS Neville Rodie & Shaw New York	$7.19M	-$331K	1	0.76%	Reduced
366	BPB Badgley, Phelps & Bell Seattle, Washington	$7.18M	+$87.3K	1	0.42%	Increased
367	SCM Stevens Capital Management Radnor, Pennsylvania	$7.07M	+$7.14M	1	0.32%	New
368	Pendal Group Sydney, Australia	$7.04M	-$1.55M	2	0.1%	Reduced
369	KAS Kemnay Advisory Services New York	$7.01M	$0	1	1.71%	Maintained
370	B BP London, United Kingdom	$6.98M	-$1.03M	2	0.26%	Reduced
371	Capital Fund Management (CFM) Paris, France	$6.98M	-$10.7M	1	0.06%	Reduced
372	MCIM Meadow Creek Investment Management Atlanta, Georgia	$6.95M	-$1.56M	3	0.14%	Reduced
373	ARTA A.R.T. Advisors New York	$6.55M	+$6.48M	5	0.37%	Increased
374	Creative Planning Overland Park, Kansas	$6.54M	-$3.87M	3	0.02%	Reduced
375	FQ First Quadrant Glendale, California	$6.53M	+$211K	3	0.45%	Increased