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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	QAM Quantres Asset Management Cayman, Cayman Islands	$5.43M	+$4.65M	1	3.78%	New
377	BC Beaconlight Capital New York	$5.42M	+$894K	1	2.92%	Increased
378	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.29M	$0	1	1.05%	Maintained
379	M&T Bank Buffalo, New York	$5.18M	-$925K	2	0.03%	Reduced
380	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$5.12M	-$13.7K	1	1.63%	Reduced
381	CCM Cobalt Capital Management Short Hills, New Jersey	$5.06M	+$4.34M	1	0.78%	New
382	ED Exane Derivatives Paris, France	$4.93M	+$2.73M	2	0.97%	Increased
383	CIBC Asset Management Toronto, Ontario, Canada	$4.91M	+$23.9K	2	0.04%	Increased
384	GCM Gibraltar Capital Management Tulsa, Oklahoma	$4.89M	-$74.7K	1	4.54%	Reduced
385	VIA Virtus Investment Advisers Hartford, Connecticut	$4.73M	-$963K	2	0.37%	Reduced
386	AFS Amtrust Financial Services New York	$4.72M	+$4.27M	2	1%	New
387	3C 361 Capital Denver, Colorado	$4.68M	+$4.06M	2	1.11%	Increased
388	GIM Goelzer Investment Management Carmel, Indiana	$4.67M	-$592K	1	0.61%	Reduced
389	Oppenheimer & Co New York	$4.64M	-$107K	2	0.14%	Reduced
390	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.58M	+$585K	2	0.09%	Increased
391	PAA Peregrine Asset Advisers Portland, Oregon	$4.54M	+$3.42M	2	2.7%	Increased
392	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.5M	+$1.86M	1	3.84%	Increased
393	William Blair & Company Chicago, Illinois	$4.49M	+$167K	2	0.04%	Increased
394	PAM Paradigm Asset Management New York	$4.48M	-$574K	1	0.86%	Reduced
395	CAM Capstone Asset Management Houston, Texas	$4.46M	+$84.8K	3	0.13%	Increased
396	CIBC World Market Toronto, Ontario, Canada	$4.41M	+$548K	2	0.02%	Increased
397	GCM Glaxis Capital Management Sarasota, Florida	$4.41M	+$4.23M	1	12.32%	New
398	Creative Planning Overland Park, Kansas	$4.4M	-$70.1K	4	0.03%	Reduced
399	GL GLG LLC New York	$4.38M	+$1.06M	1	0.3%	Increased
400	Engineers Gate Manager New York	$4.35M	+$691K	1	0.47%	Increased