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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	GIM Goelzer Investment Management Carmel, Indiana	$4.35M	+$40K	1	0.59%	Increased
377	First Citizens Bank & Trust Raleigh, North Carolina	$4.26M	+$271K	1	0.39%	Increased
378	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.19M	-$2.15M	1	0.61%	Reduced
379	RCMC RK Capital Management (Colorado) Denver, Colorado	$4.17M	+$3.87M	1	0.81%	New
380	ST Sentinel Trust Houston, Texas	$4.16M	+$289K	1	0.6%	Increased
381	CIBC Asset Management Toronto, Ontario, Canada	$4.14M	-$262K	2	0.03%	Reduced
382	Quadrature Capital London, United Kingdom	$4.13M	+$2.65M	1	0.36%	Increased
383	Caxton Associates (New York) New York	$4.06M	-$1.23M	1	0.14%	Reduced
384	GCM Gibraltar Capital Management Tulsa, Oklahoma	$4.03M	+$143K	1	4.66%	Increased
385	TCM Tegean Capital Management New York	$4M	+$3.43M	1	4.38%	New
386	Oppenheimer & Co New York	$3.96M	-$183K	2	0.12%	Reduced
387	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.94M	$0	2	1.49%	Maintained
388	WI WBI Investments Red Bank, New Jersey	$3.92M	+$3.76M	1	0.15%	New
389	PAM Princeton Alpha Management Princeton Junction, New Jersey	$3.85M	+$2.48M	3	0.72%	Increased
390	CAM Capstone Asset Management Houston, Texas	$3.79M	+$87.1K	3	0.11%	Increased
391	Creative Planning Overland Park, Kansas	$3.75M	+$57.6K	4	0.02%	Increased
392	PIA Piedmont Investment Advisors Durham, North Carolina	$3.66M	$0	2	0.08%	Maintained
393	BCM BTC Capital Management Des Moines, Iowa	$3.66M	-$631K	1	0.76%	Reduced
394	Squarepoint New York	$3.65M	+$1.29M	2	0.24%	Increased
395	First Eagle Investment Management New York	$3.65M	$0	1	0.01%	Maintained
396	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.55M	+$3.33M	2	0.25%	New
397	BC Beaconlight Capital New York	$3.55M	+$3.04M	1	1.29%	New
398	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.52M	+$536K	2	0.16%	Increased
399	William Blair & Company Chicago, Illinois	$3.51M	-$284K	1	0.03%	Reduced
400	NN Investment Partners Holdings The Hague, Netherlands	$3.46M	-$1.5M	2	0.03%	Reduced