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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
401	TH Timber Hill Greenwich, Connecticut	$786K	+$608K	1	0%	New
402	RCM Roc Capital Management	$783K	+$798K	1	2.48%	New
403	FWC First Washington Corp Seattle, Washington	$768K	+$594K	1	0.62%	New
404	Norinchukin Bank Tokyo, Japan	$761K	+$650K	2	0.02%	New
405	Rafferty Asset Management New York	$752K	+$657K	2	0.1%	New
406	CBB Citizens Business Bank Ontario, California	$749K	+$764K	1	0.17%	New
407	AMI Amica Mutual Insurance Providence, Rhode Island	$743K	+$757K	1	0.07%	New
408	Tudor Investment Corp Stamford, Connecticut	$735K	+$661K	2	0.06%	New
409	WesBanco Bank Wheeling, West Virginia	$729K	+$743K	1	0.05%	New
410	Daiwa Securities Group Tokyo, Japan	$705K	+$604K	2	0.01%	New
411	William Blair & Company Chicago, Illinois	$705K	+$555K	2	0%	New
412	Virginia Retirement Systems Richmond, Virginia	$686K	+$587K	2	0.01%	New
413	ICM IMS Capital Management Portland, Oregon	$685K	+$698K	1	0.98%	New
414	Group One Trading Chicago, Illinois	$679K	+$549K	2	0.02%	New
415	Bridgeway Capital Management Houston, Texas	$676K	+$523K	1	0.03%	New
416	OA OFI Advisors Philadelphia, Pennsylvania	$674K	+$561K	2	0.07%	New
417	BMM Buffington Mohr McNeal Boise, Idaho	$660K	+$511K	1	0.44%	New
418	DM Diker Management New York	$645K	+$499K	1	0.2%	New
419	ACM Akanthos Capital Management Woodland Hills, California	$634K	+$647K	1	1.73%	New
420	BCM Basso Capital Management Stamford, Connecticut	$634K	+$647K	1	0.12%	New
421	PAM PartnerRe Asset Management Greenwich, Connecticut	$634K	+$542K	2	0.1%	New
422	IPC Independent Portfolio Consultants Boca Raton, Florida	$633K	+$645K	1	0.28%	New
423	DILH Dai-ichi Life Holdings Tokyo, Japan	$630K	+$546K	2	0.02%	New
424	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$628K	+$486K	1	0.09%	New
425	FMA Fiduciary Management Associates Chicago, Illinois	$626K	+$638K	1	0.05%	New