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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	IFP Advisors Tampa, Florida	$9.95M	+$6.83M	2	0.42%	Increased
377	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.82M	+$1.85M	4	0.13%	Increased
378	FA Friess Associates Greenville, Delaware	$9.82M	-$14.9M	1	0.78%	Reduced
379	AHC Adell Harriman & Carpenter Houston, Texas	$9.72M	+$884K	1	1.93%	Increased
380	Carillon Tower Advisers St. Petersburg, Florida	$9.72M	-$30.9M	2	0.08%	Reduced
381	Zurich Insurance Group Zurich, Switzerland	$9.72M	-$1.09M	1	0.22%	Reduced
382	MAM Meeder Asset Management Dublin, Ohio	$9.71M	+$5.84M	2	0.84%	Increased
383	Moore Capital Management New York	$9.7M	-$10.3M	1	0.24%	Reduced
384	CIG Consolidated Investment Group Englewood, Colorado	$9.64M	$0	1	4.67%	Maintained
385	Epoch Investment Partners New York	$9.54M	+$427K	2	0.03%	Increased
386	Prudential plc London, England, United Kingdom	$9.36M	+$1.18M	2	0.03%	Increased
387	SAM Securian Asset Management St Paul, Minnesota	$9.18M	+$71.1K	2	0.23%	Increased
388	SRAM Stone Ridge Asset Management New York	$9.11M	+$6.51M	2	0.52%	Increased
389	Martingale Asset Management Boston, Massachusetts	$9.04M	-$1.11M	2	0.11%	Reduced
390	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$9.02M	-$6.92M	4	2.05%	Reduced
391	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.01M	+$1.44M	4	0.06%	Increased
392	Shelton Capital Management Denver, Colorado	$8.99M	+$842K	3	0.56%	Increased
393	Crossmark Global Holdings Houston, Texas	$8.97M	-$297K	4	0.24%	Reduced
394	AIA Affinity Investment Advisors Newport Beach, California	$8.97M	+$2.47M	2	1.27%	Increased
395	Whittier Trust South Pasadena, California	$8.92M	+$456K	2	0.29%	Increased
396	OMC Overbrook Management Corp New York	$8.91M	-$5.41M	1	1.69%	Reduced
397	Jefferies Group New York	$8.86M	-$7.98M	2	0.05%	Reduced
398	Eagle Global Advisors Houston, Texas	$8.82M	-$39.2K	1	0.28%	Reduced
399	MSR Main Street Research Lakeville, Connecticut	$8.75M	+$37.6K	1	1.37%	Increased
400	DCM Dupont Capital Management Wilmington, Delaware	$8.72M	-$3.24M	3	0.21%	Reduced