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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	Laurion Capital Management New York	$9.32M	-$9.33M	2	0.04%	Reduced
377	CIC Cornercap Investment Counsel Atlanta, Georgia	$9.31M	+$1.15M	2	1.31%	Increased
378	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.2M	+$1.02M	2	0.1%	Increased
379	QS Investors New York	$9.07M	+$3.74M	2	0.07%	Increased
380	TA Teton Advisors Rye, New York	$9.06M	-$387K	1	0.84%	Reduced
381	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9M	+$161K	3	0.04%	Increased
382	GCM Gibraltar Capital Management Tulsa, Oklahoma	$8.96M	+$39.3K	1	7.9%	Increased
383	B BP London, United Kingdom	$8.77M	-$3.67M	2	0.31%	Reduced
384	BPM Bowling Portfolio Management Cincinnati, Ohio	$8.76M	+$2.81M	2	1.32%	Increased
385	Amalgamated Bank New York	$8.74M	+$134K	3	0.27%	Increased
386	RegentAtlantic Capital Morristown, New Jersey	$8.62M	+$6.68M	2	0.75%	Increased
387	NRS Neville Rodie & Shaw New York	$8.54M	-$405K	1	0.95%	Reduced
388	CC Cipher Capital New York	$8.47M	-$4.5M	1	0.64%	Reduced
389	Oppenheimer & Co New York	$8.26M	+$246K	2	0.22%	Increased
390	TAM Tyers Asset Management Austin, Texas	$8.23M	+$666K	2	0.3%	Increased
391	Chartwell Investment Partners Berywn, Pennsylvania	$8.1M	+$770K	2	0.28%	Increased
392	Achmea Investment Management Zeist, Netherlands	$7.99M	+$847K	2	0.45%	Increased
393	M&T Bank Buffalo, New York	$7.95M	+$249K	2	0.04%	Increased
394	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$7.94M	-$68.4K	1	2.14%	Reduced
395	Advisors Asset Management Monument, Colorado	$7.92M	+$1.31M	1	0.13%	Increased
396	LA Leonetti & Associates Buffalo Grove, Illinois	$7.82M	+$147K	1	2.08%	Increased
397	ID Integral Derivatives New York	$7.69M	+$3.31M	2	0.14%	Increased
398	Crossmark Global Holdings Houston, Texas	$7.52M	+$6.39M	3	0.19%	New
399	MCIM Meadow Creek Investment Management Atlanta, Georgia	$7.48M	+$2.87M	2	0.17%	Increased
400	SAM Securian Asset Management St Paul, Minnesota	$7.47M	+$287K	2	0.19%	Increased