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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	GL GLG LLC New York	$3.48M	+$1.64M	1	0.07%	Increased
377	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.47M	-$3.69M	1	1.56%	Reduced
378	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.46M	-$259K	1	0.31%	Reduced
379	WAM World Asset Management Detroit, Michigan	$3.42M	-$537K	2	0.13%	Reduced
380	Group One Trading Chicago, Illinois	$3.41M	+$3.75M	4	0.05%	Increased
381	SM Senvest Management New York	$3.37M	+$3.82M	1	0.21%	New
382	Shelton Capital Management Denver, Colorado	$3.36M	+$373K	2	0.35%	Increased
383	Artemis Investment Management Edinburgh, United Kingdom	$3.33M	-$700K	1	0.11%	Reduced
384	Calamos Advisors Naperville, Illinois	$3.29M	+$513K	1	0.02%	Increased
385	Tocqueville Asset Management New York	$3.29M	+$2.28M	1	0.04%	Increased
386	JT Jump Trading Chicago, Illinois	$3.28M	+$2.7M	1	0.06%	Increased
387	HIP Hatteras Investment Partners Raleigh, North Carolina	$3.26M	-$664K	3	3.02%	Reduced
388	AP Archon Partners Princeton Junction, New Jersey	$3.2M	-$2.13M	1	0.83%	Reduced
389	HL Financial Services Louisville, Kentucky	$3.2M	-$19.8K	2	0.08%	Reduced
390	Asset Management One Tokyo, Japan	$3.19M	-$963K	2	0.04%	Reduced
391	EI EAM Investors Solana Beach, California	$3.18M	-$1.05M	1	0.37%	Reduced
392	Caxton Associates (New York) New York	$3.15M	+$3.04M	1	0.14%	New
393	SAM Securian Asset Management St Paul, Minnesota	$3.13M	+$43.5K	2	0.1%	Increased
394	DnB Asset Management Oslo, Norway	$3.13M	+$3.32M	1	0.07%	Increased
395	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.11M	+$2.54M	1	0.19%	Increased
396	CC Clearline Capital New York	$3.08M	-$18.3M	1	0.43%	Reduced
397	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.05M	-$1.2M	2	0.1%	Reduced
398	SI Sprott Inc Toronto, Ontario, Canada	$3.04M	+$24K	1	0.23%	Increased
399	Swiss Life Asset Management Zurich,	$2.98M	+$1.24M	2	0.1%	Increased
400	GS GAM Systematic Cambridge, United Kingdom	$2.97M	-$2.19M	2	0.38%	Reduced