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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
376	BOK Financial Tulsa, Oklahoma	$1.06M	+$1.08M	1	0.04%	New
377	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.05M	+$1.08M	1	0.11%	New
378	Andra AP-fonden Goteborg, Sweden	$1.05M	+$889K	2	0.03%	New
379	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.05M	+$895K	2	0.04%	New
380	SAM Sage Asset Management New York	$1.04M	+$803K	1	1.3%	New
381	GAMCO Investors Greenwich, Connecticut	$1.03M	+$1.05M	1	0.01%	New
382	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$1.03M	+$797K	1	0.11%	New
383	ICRM Insight Capital Research & Management Walnut Creek, California	$1.03M	+$795K	1	0.27%	New
384	GLG Inc New York	$1.03M	+$1.05M	1	0.03%	New
385	GF Gerry Farber New York	$1.02M	+$792K	1	1.03%	New
386	Federated Hermes Pittsburgh, Pennsylvania	$1M	+$828K	2	0%	New
387	PRHC P.R. Herzig & Co Roslyn Heights, New York	$997K	+$771K	1	1.92%	New
388	Nikko Asset Management Americas New York	$985K	+$761K	1	0.03%	New
389	Munder Capital Management Birmingham, Michigan	$967K	+$785K	1	0.01%	New
390	HAM Harber Asset Management Asheville, North Carolina	$932K	+$951K	1	1.32%	New
391	HBK Investments Dallas, Texas	$912K	+$705K	1	0.01%	New
392	OA Oak Associates Akron, Ohio	$887K	+$904K	1	0.11%	New
393	Shelton Capital Management Denver, Colorado	$884K	+$684K	1	0.16%	New
394	SST S Squared Technology New York	$878K	+$895K	1	0.44%	New
395	Stephens Investment Management Group Houston, Texas	$878K	+$895K	1	0.05%	New
396	Placemark Investments Chicago, Illinois	$867K	+$758K	2	0.02%	New
397	M&T Bank Buffalo, New York	$861K	+$877K	1	0.04%	New
398	WPC White Pine Capital Bloomington, Minnesota	$828K	+$844K	1	0.29%	New
399	HHC Hutchin Hill Capital New York	$813K	+$628K	1	0.08%	New
400	TCM Timpani Capital Management Milwaukee, Wisconsin	$806K	+$654K	1	0.51%	New