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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	SAM Securian Asset Management St Paul, Minnesota	$4.1M	+$22.3K	2	0.14%	Increased
402	SM Southport Management Wilson, Wyoming	$4.05M	$0	1	4.42%	Maintained
403	Barings Charlotte, North Carolina	$4.04M	+$54.3K	2	0.12%	Increased
404	LG Leuthold Group Minneapolis, Minnesota	$3.95M	+$3.27M	1	0.34%	New
405	Virginia Retirement Systems Richmond, Virginia	$3.94M	-$3.04M	2	0.07%	Reduced
406	HHC Hutchin Hill Capital New York	$3.87M	+$186K	2	0.18%	Increased
407	TPM T2 Partners Management New York	$3.86M	+$110K	1	5.77%	Increased
408	Cambridge Investment Research Advisors Fairfield, Iowa	$3.82M	+$388K	1	0.13%	Increased
409	Nippon Life Insurance Tokyo, Japan	$3.79M	+$441K	2	0.1%	Increased
410	US Bancorp Minneapolis, Minnesota	$3.79M	+$535K	4	0.02%	Increased
411	LPL Financial San Diego, California	$3.78M	-$328K	2	0.02%	Reduced
412	HMS Hanseatic Management Services Albuquerque, New Mexico	$3.63M	+$3.03M	3	2.35%	Increased
413	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.63M	-$14.7K	2	0.17%	Reduced
414	RP Raiff Partners New York	$3.63M	+$3M	1	2.62%	New
415	OI Oakbrook Investments Lisle, Illinois	$3.6M	-$5.67M	1	0.11%	Reduced
416	ICRM Insight Capital Research & Management Walnut Creek, California	$3.59M	-$1.58M	1	0.82%	Reduced
417	HCM Hayman Capital Management Dallas, Texas	$3.54M	+$3.1M	2	0.48%	New
418	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.49M	+$1.35M	2	0.02%	Increased
419	Tokio Marine Asset Management Tokyo, Japan	$3.36M	-$170K	2	0.23%	Reduced
420	Numeric Investors Boston, Massachusetts	$3.33M	+$1.87M	1	0.05%	Increased
421	SM Scoggin Management New York	$3.29M	-$29.7M	1	0.19%	Reduced
422	CCM Corsair Capital Management New York	$3.2M	+$2.64M	1	0.29%	New
423	GCP GSA Capital Partners London, United Kingdom	$3.19M	-$16.7M	3	0.14%	Reduced
424	AB AT Bancorp Dubuque, Iowa	$3.18M	-$3.41M	1	0.95%	Reduced
425	Walleye Trading New York	$3.17M	-$3.82M	3	0.04%	Reduced