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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	SP Steelhead Partners Seattle, Washington	$2.4M	+$330K	1	0.23%	Increased
377	GCP GSA Capital Partners London, United Kingdom	$2.39M	-$2.17M	3	0.15%	Reduced
378	WAM World Asset Management Detroit, Michigan	$2.37M	-$283K	2	0.09%	Reduced
379	Victory Capital Management San Antonio, Texas	$2.36M	-$64.4K	4	0.01%	Reduced
380	DC Deere & Company Moline, Illinois	$2.33M	-$256K	1	0.12%	Reduced
381	SAM Securian Asset Management St Paul, Minnesota	$2.33M	-$40.4K	2	0.07%	Reduced
382	Creative Planning Overland Park, Kansas	$2.33M	+$1.1M	4	0.02%	Increased
383	GCM Gibraltar Capital Management Tulsa, Oklahoma	$2.32M	+$682K	1	3.12%	Increased
384	Chilton Capital Management Houston, Texas	$2.27M	-$869K	1	0.23%	Reduced
385	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.27M	-$147K	3	0.12%	Reduced
386	Shelton Capital Management Denver, Colorado	$2.24M	+$33.1K	2	0.2%	Increased
387	AMI Amica Mutual Insurance Providence, Rhode Island	$2.24M	$0	2	0.21%	Maintained
388	Asset Management One Tokyo, Japan	$2.21M	-$112K	2	0.03%	Reduced
389	Kentucky Retirement Systems Frankfort, Kentucky	$2.2M	+$330K	2	0.13%	Increased
390	Synovus Financial Columbus, Georgia	$2.17M	+$1.28M	2	0.05%	Increased
391	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.16M	+$612K	2	0.06%	Increased
392	William Blair & Company Chicago, Illinois	$2.15M	+$751K	1	0.02%	Increased
393	MC Mathes Company New York	$2.07M	-$7.27K	1	1.24%	Reduced
394	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.02M	-$354K	1	1.37%	Reduced
395	CC Cognios Capital Leawood, Kansas	$2M	+$1.7M	1	0.75%	Increased
396	BCM BTC Capital Management Des Moines, Iowa	$1.94M	-$80.4K	1	0.45%	Reduced
397	LPL Financial San Diego, California	$1.89M	-$23K	2	0.01%	Reduced
398	SM Senvest Management New York	$1.88M	$0	1	0.16%	Maintained
399	OI Oakbrook Investments Lisle, Illinois	$1.86M	+$19.5K	2	0.12%	Increased
400	SMH Sanders Morris Harris Houston, Texas	$1.86M	+$1.99M	1	0.32%	New