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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.29M	-$1.34M	2	0.15%	Reduced
377	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.13M	-$789K	1	0.3%	Reduced
378	ING Group Amsterdam, Netherlands	$5.12M	+$1.8M	1	0.03%	Increased
379	CI Investments Inc Toronto, Ontario, Canada	$4.94M	$0	1	0.05%	Maintained
380	TA Teton Advisors Rye, New York	$4.93M	+$70.3K	1	0.33%	Increased
381	Nippon Life Global Investors Americas New York	$4.9M	-$935K	1	0.46%	Reduced
382	Jefferies Group New York	$4.88M	-$14.3M	1	0.04%	Reduced
383	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.86M	-$1.56M	3	0.4%	Reduced
384	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.76M	-$473K	2	0.15%	Reduced
385	EverPoint Asset Management Stamford, Connecticut	$4.73M	+$4.18M	1	0.1%	New
386	FCM Firsthand Capital Management San Jose, California	$4.73M	$0	1	2.16%	Maintained
387	Verition Fund Management Greenwich, Connecticut	$4.67M	+$1.38M	2	0.5%	Increased
388	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.66M	+$3.89M	2	1.86%	New
389	Eagle Asset Management St Petersburg, Florida	$4.59M	-$58.3K	1	0.02%	Reduced
390	BCM Brightfield Capital Management New York	$4.58M	-$332K	1	5.68%	Reduced
391	United Capital Financial Advisors Irving, Texas	$4.54M	-$1.26M	1	0.08%	Reduced
392	CCS Crosspoint Capital Strategies Orinda, California	$4.49M	-$2.53M	1	1.69%	Reduced
393	CEP Chicago Equity Partners Chicago, Illinois	$4.43M	-$10.4M	2	0.12%	Reduced
394	Placemark Investments Chicago, Illinois	$4.42M	+$1.36M	2	0.08%	Increased
395	CA CapWealth Advisors Franklin, Tennessee	$4.4M	+$3.64M	1	1.01%	New
396	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.34M	+$299K	2	0.03%	Increased
397	Glenmede Trust Philadelphia, Pennsylvania	$4.32M	-$1.14M	3	0.04%	Reduced
398	KCM Kames Capital Management Edinburgh, United Kingdom	$4.29M	+$3.55M	1	0.14%	New
399	EGM Espalier Global Management New York	$4.12M	+$3.41M	1	0.32%	New
400	OA Oxbow Advisors Austin, Texas	$4.11M	+$8.18K	1	0.55%	Increased