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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	Oppenheimer & Co New York	$3.33M	+$388K	2	0.1%	Increased
377	GIM Goelzer Investment Management Carmel, Indiana	$3.33M	+$97.4K	1	0.46%	Increased
378	Brown Advisory Baltimore, Maryland	$3.27M	-$6.91M	2	0.01%	Reduced
379	BCMNY Buckingham Capital Management (New York) New York	$3.26M	+$2.69M	1	0.4%	New
380	PIA Piedmont Investment Advisors Durham, North Carolina	$3.25M	-$2.53M	2	0.07%	Reduced
381	DCM Dynamic Capital Management St. Helier, Jersey	$3.23M	+$1.98M	2	0.38%	Increased
382	Mutual of America Capital Management New York	$3.22M	-$91.6K	2	0.07%	Reduced
383	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.22M	+$88.4K	2	0.14%	Increased
384	AJ Ashburton (Jersey) St Helier, Jersey	$3.2M	-$1M	1	1.33%	Reduced
385	AL Airain Ltd St. Peter Port, Guernsey	$3.2M	-$3.7M	1	0.18%	Reduced
386	Shinko Asset Management Company Tokyo, Japan	$3.19M	-$4.36K	3	0.02%	Reduced
387	SP Steelhead Partners Seattle, Washington	$3.17M	+$9.34K	1	0.33%	Increased
388	CAM Capstone Asset Management Houston, Texas	$3.17M	+$181K	3	0.1%	Increased
389	CCM Cadence Capital Management Boston, Massachusetts	$3.11M	+$192K	2	0.23%	Increased
390	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.09M	+$515K	2	0.06%	Increased
391	Advisors Asset Management Monument, Colorado	$3.09M	-$345K	2	0.05%	Reduced
392	TH Timber Hill Greenwich, Connecticut	$3.07M	+$1.44M	2	0.01%	Increased
393	Creative Planning Overland Park, Kansas	$3M	+$211K	4	0.02%	Increased
394	PCM Prelude Capital Management New York	$3M	+$2.51M	3	0.42%	Increased
395	GCM Gibraltar Capital Management Tulsa, Oklahoma	$2.99M	-$44.2K	1	3.68%	Reduced
396	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.99M	+$2.86M	1	0.22%	New
397	William Blair & Company Chicago, Illinois	$2.97M	+$125K	1	0.03%	Increased
398	ST Sentinel Trust Houston, Texas	$2.96M	+$1.58M	1	0.42%	Increased
399	CO Caldwell & Orkin Norcross, Georgia	$2.94M	+$2.81M	1	1.27%	New
400	CIBC World Market Toronto, Ontario, Canada	$2.91M	-$224K	2	0.01%	Reduced