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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	CA CapWealth Advisors Franklin, Tennessee	$5.42M	+$801K	1	1.23%	Increased
377	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.4M	-$215K	2	0.17%	Reduced
378	Zurich Cantonal Bank Zurich, Switzerland	$5.37M	-$2.5M	2	0.18%	Reduced
379	United Capital Financial Advisors Irving, Texas	$5.34M	+$578K	1	0.09%	Increased
380	VAM Visium Asset Management New York	$5.33M	+$3.77M	2	0.08%	Increased
381	Spot Trading Chicago, Illinois	$5.28M	-$3.02M	4	0.03%	Reduced
382	HS HighVista Strategies Boston, Massachusetts	$5.24M	-$1.03M	1	0.71%	Reduced
383	FCM Firsthand Capital Management San Jose, California	$5.23M	$0	1	2.74%	Maintained
384	Placemark Investments Chicago, Illinois	$5.21M	+$535K	2	0.1%	Increased
385	AP Alydar Partners Boston, Massachusetts	$5.14M	+$3.08M	1	0.56%	Increased
386	Caxton Associates (New York) New York	$5.14M	-$418K	1	0.17%	Reduced
387	SCM Signia Capital Management Spokane, Washington	$5.08M	-$29K	1	2.67%	Reduced
388	HL Financial Services Louisville, Kentucky	$4.99M	+$2.72M	2	0.15%	Increased
389	SM Scoggin Management New York	$4.97M	+$1.46M	1	0.26%	Increased
390	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.94M	-$132K	2	0.16%	Reduced
391	Advent Capital Management New York	$4.94M	+$2.16M	1	0.08%	Increased
392	BCM Barometer Capital Management Toronto, Ontario, Canada	$4.84M	-$4.13M	1	0.39%	Reduced
393	BC Beaconlight Capital New York	$4.84M	+$3.03M	1	5.04%	Increased
394	DC Deere & Company Moline, Illinois	$4.75M	+$2.84M	3	0.27%	Increased
395	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$4.71M	-$47.6M	1	0.11%	Reduced
396	O'Shaughnessy Asset Management Stamford, Connecticut	$4.7M	-$28.1M	2	0.09%	Reduced
397	ING Group Amsterdam, Netherlands	$4.64M	+$115K	2	0.03%	Increased
398	Great Lakes Advisors Chicago, Illinois	$4.53M	+$4.33M	1	0.15%	New
399	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.37M	+$694K	2	0.03%	Increased
400	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$4.34M	+$1.89M	2	0.97%	Increased