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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	Zurich Insurance Group Zurich, Switzerland	$6.41M	-$4.7M	1	0.13%	Reduced
377	MCM Maytus Capital Management New York	$6.31M	+$6.28M	2	3.07%	New
378	Weiss Multi-Strategy Advisers New York	$6.26M	-$3.6M	2	0.17%	Reduced
379	SGA Strategic Global Advisors Newport Beach, California	$6.26M	-$392K	1	1.33%	Reduced
380	DCM Dupont Capital Management Wilmington, Delaware	$6.21M	-$610K	2	0.14%	Reduced
381	Nishkama Capital LLC Dorado, Puerto Rico	$6.2M	+$1.19M	1	3.56%	Increased
382	Ladenburg Thalmann Financial Services Miami, Florida	$6.13M	-$1.2M	5	0.04%	Reduced
383	Capstone Investment Advisors New York	$6.06M	+$5.74M	2	0.04%	Increased
384	GAAM Guinness Atkinson Asset Management Pasadena, California	$6.05M	$0	1	4.49%	Maintained
385	Balyasny Asset Management Chicago, Illinois	$6.04M	+$5.97M	1	0.04%	New
386	Jefferies Group New York	$5.99M	-$3.11M	3	0.04%	Reduced
387	Cullen/Frost Bankers San Antonio, Texas	$5.94M	-$874K	2	0.18%	Reduced
388	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.89M	-$137K	2	0.26%	Reduced
389	SSCM Summit Street Capital Management New York	$5.88M	-$1.43M	2	5.7%	Reduced
390	GCM Gabalex Capital Management New York	$5.79M	-$953K	1	1.51%	Reduced
391	MC Maplelane Capital New York	$5.79M	+$5.72M	1	0.12%	New
392	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.73M	-$1.61M	1	0.35%	Reduced
393	Mercer Global Advisors Denver, Colorado	$5.71M	+$233K	2	0.15%	Increased
394	Meitav Investment House Bene-Beraq, Israel	$5.66M	+$507K	3	0.38%	Increased
395	Marsico Capital Management Denver, Colorado	$5.62M	$0	1	0.2%	Maintained
396	Sumitomo Mitsui Financial Group Tokyo, Japan	$5.61M	-$2.2M	2	0.44%	Reduced
397	VI Versor Investments New York	$5.6M	+$3.32M	1	0.37%	Increased
398	MUFG Securities EMEA London, United Kingdom	$5.58M	-$14.3M	1	0.06%	Reduced
399	Quantbot Technologies New York	$5.58M	+$3.07M	2	0.56%	Increased
400	TAM Tyers Asset Management Austin, Texas	$5.57M	+$2.52M	2	0.19%	Increased