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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	$4.31M	-$16.8K	2	0.15%	Reduced
402	HMS Hanseatic Management Services Albuquerque, New Mexico	$4.27M	+$392K	3	2.28%	Increased
403	Nippon Life Global Investors Americas New York	$4.26M	-$1.1M	1	0.4%	Reduced
404	TH Timber Hill Greenwich, Connecticut	$4.15M	-$2.78M	2	0.02%	Reduced
405	Virtu KCG Holdings New York	$4.12M	-$3.11M	2	0.08%	Reduced
406	Kennedy Capital Management St Louis, Missouri	$4.07M	+$1.56M	1	0.08%	Increased
407	Artemis Investment Management Edinburgh, United Kingdom	$4M	+$3.79M	2	0.2%	New
408	BCM Brightfield Capital Management New York	$3.94M	$0	1	4.88%	Maintained
409	Nippon Life Insurance Tokyo, Japan	$3.88M	-$103K	2	0.1%	Reduced
410	CCM Cobalt Capital Management Short Hills, New Jersey	$3.86M	-$32.7M	1	0.39%	Reduced
411	Cambridge Investment Research Advisors Fairfield, Iowa	$3.83M	-$129K	1	0.11%	Reduced
412	RHBC R.H. Bluestein & Co Birmingham, Michigan	$3.8M	+$3.08M	1	0.24%	Increased
413	Kentucky Retirement Systems Frankfort, Kentucky	$3.8M	+$3.6M	2	0.28%	New
414	Amundi Asset Management US Boston, Massachusetts	$3.77M	+$1.44M	2	0.01%	Increased
415	MCG Meru Capital Group New York	$3.77M	+$3.56M	1	1.35%	New
416	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$3.75M	-$2.16M	1	2.29%	Reduced
417	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.74M	-$79.7K	2	0.18%	Reduced
418	Castleark Management Chicago, Illinois	$3.69M	-$2.41M	1	0.1%	Reduced
419	LPL Financial San Diego, California	$3.69M	-$240K	2	0.02%	Reduced
420	BCM Bluefin Capital Management New York	$3.66M	-$3.96M	1	0.2%	Reduced
421	Barings Charlotte, North Carolina	$3.65M	-$599K	2	0.08%	Reduced
422	CCM Cupps Capital Management Chicago, Illinois	$3.63M	-$2.4M	2	0.34%	Reduced
423	Tudor Investment Corp Stamford, Connecticut	$3.55M	+$1.95M	2	0.13%	Increased
424	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$3.53M	+$1.82M	1	0.48%	Increased
425	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.49M	+$3.53M	1	0.3%	New