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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	OAMG Odey Asset Management Group London, United Kingdom	$7.02M	-$109K	1	0.77%	Reduced
377	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$7.01M	-$31M	1	0.18%	Reduced
378	TA Teton Advisors Rye, New York	$7.01M	-$119K	1	0.69%	Reduced
379	CIBC Asset Management Toronto, Ontario, Canada	$6.99M	+$204K	2	0.05%	Increased
380	SEC Seven Eight Capital New York	$6.99M	+$4.26M	1	1%	Increased
381	Caxton Associates (New York) New York	$6.89M	-$7.59M	2	0.27%	Reduced
382	NRS Neville Rodie & Shaw New York	$6.88M	-$279K	1	0.79%	Reduced
383	William Blair & Company Chicago, Illinois	$6.87M	+$602K	2	0.05%	Increased
384	TCM Tegean Capital Management New York	$6.87M	+$878K	1	3.77%	Increased
385	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.8M	-$12.7M	3	0.06%	Reduced
386	GCM Gibraltar Capital Management Tulsa, Oklahoma	$6.77M	+$159K	1	6.77%	Increased
387	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$6.62M	-$183K	1	1.91%	Reduced
388	Amalgamated Bank New York	$6.55M	+$2.53M	3	0.21%	Increased
389	MPA Marvin & Palmer Associates Wilmington, Delaware	$6.51M	-$1.12M	1	4.93%	Reduced
390	NI Nepsis Inc Minneapolis, Minnesota	$6.47M	-$2.68M	1	3.19%	Reduced
391	Vident Investment Advisory Alpharetta, Georgia	$6.36M	+$80.4K	2	0.53%	Increased
392	LPL Financial San Diego, California	$6.3M	+$4.95M	2	0.02%	Increased
393	Suntrust Banks Atlanta, Georgia	$6.3M	+$573K	2	0.04%	Increased
394	Highbridge Capital Management New York	$6.14M	-$17.8M	4	0.09%	Reduced
395	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$6.09M	-$76.1K	1	2.05%	Reduced
396	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.07M	-$911K	2	0.08%	Reduced
397	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.07M	-$3.65M	1	1.02%	Reduced
398	Oppenheimer & Co New York	$6.04M	-$176K	2	0.17%	Reduced
399	MC Menta Capital San Francisco, California	$6.03M	+$2.63M	4	0.72%	Increased
400	M&T Bank Buffalo, New York	$5.85M	-$827K	2	0.03%	Reduced