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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	CIBC Asset Management Toronto, Ontario, Canada	$6.39M	+$126K	2	0.04%	Increased
377	GCM Gibraltar Capital Management Tulsa, Oklahoma	$6.39M	-$41.9K	1	6%	Reduced
378	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$6.31M	-$11.4M	2	0.84%	Reduced
379	Chartwell Investment Partners Berywn, Pennsylvania	$6.2M	-$3.31M	2	0.23%	Reduced
380	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$6.17M	-$42.9K	1	1.84%	Reduced
381	HHC Hutchin Hill Capital New York	$6.16M	-$5.05M	1	0.17%	Reduced
382	M&T Bank Buffalo, New York	$6.14M	-$251K	2	0.04%	Reduced
383	Epoch Investment Partners New York	$6.07M	+$5.56M	1	0.02%	New
384	SP Steelhead Partners Seattle, Washington	$6.05M	+$2.08M	1	0.54%	Increased
385	TCM Tygh Capital Management Portland, Oregon	$5.98M	-$981K	1	1.4%	Reduced
386	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$5.97M	-$4.29M	1	2.74%	Reduced
387	Oppenheimer & Co New York	$5.93M	-$71.4K	2	0.17%	Reduced
388	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.91M	+$3.22M	3	0.05%	Increased
389	Vident Investment Advisory Alpharetta, Georgia	$5.89M	-$2.27M	2	0.59%	Reduced
390	CMT Capital Markets Trading Frankfurt, Germany	$5.89M	+$2.66M	1	0.6%	Increased
391	Creative Planning Overland Park, Kansas	$5.85M	+$278K	5	0.03%	Increased
392	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.78M	-$401K	1	1.28%	Reduced
393	TCM Tegean Capital Management New York	$5.78M	-$1.83M	1	5.28%	Reduced
394	RGI River Global Investors London, United Kingdom	$5.75M	-$2.2M	1	1.28%	Reduced
395	AAP Ardsley Advisory Partners Stamford, Connecticut	$5.72M	+$3.98M	1	0.89%	Increased
396	CCM Cadence Capital Management Boston, Massachusetts	$5.72M	-$697K	2	0.39%	Reduced
397	CIBC World Markets New York	$5.58M	-$16.8M	2	0.05%	Reduced
398	Suntrust Banks Atlanta, Georgia	$5.5M	+$1.07M	2	0.04%	Increased
399	WAM World Asset Management Detroit, Michigan	$5.46M	+$453K	2	0.18%	Increased
400	Engineers Gate Manager New York	$5.45M	-$220K	2	0.54%	Reduced