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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	Kennedy Capital Management St Louis, Missouri	$5.09M	+$189K	1	0.09%	Increased
402	Eaton Vance Management Boston, Massachusetts	$5.05M	+$3.47M	1	0.01%	Increased
403	Quantitative Investment Management Charlottesville, Virginia	$5.05M	-$6.58M	2	0.78%	Reduced
404	O'Shaughnessy Asset Management Stamford, Connecticut	$4.99M	+$178K	2	0.1%	Increased
405	DC Deere & Company Moline, Illinois	$4.92M	+$57K	4	0.27%	Increased
406	SM Scoggin Management New York	$4.9M	-$166K	1	0.44%	Reduced
407	NCIM New Century Investment Management Southfield, Michigan	$4.88M	-$1.78M	1	2.41%	Reduced
408	CapWealth Advisors Franklin, Tennessee	$4.86M	-$643K	1	1.14%	Reduced
409	Tudor Investment Corp Stamford, Connecticut	$4.7M	+$1.02M	2	0.16%	Increased
410	Barings Charlotte, North Carolina	$4.67M	+$864K	2	0.1%	Increased
411	TH Timber Hill Greenwich, Connecticut	$4.65M	+$303K	3	0.02%	Increased
412	Leuthold Group Minneapolis, Minnesota	$4.63M	-$946K	1	0.45%	Reduced
413	BCM Brightfield Capital Management New York	$4.6M	-$118K	1	4.87%	Reduced
414	Securian Asset Management St Paul, Minnesota	$4.54M	+$92.7K	2	0.14%	Increased
415	Nippon Life Global Investors Americas New York	$4.53M	$0	1	0.41%	Maintained
416	ICC Capital Management Orlando, Florida	$4.51M	+$4.22M	2	0.59%	Increased
417	TPM T2 Partners Management New York	$4.5M	+$1.14M	1	7.59%	Increased
418	GSA Capital Partners London, United Kingdom	$4.4M	+$3.81M	4	0.31%	Increased
419	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.29M	-$1.27M	2	0.13%	Reduced
420	CCM Cupps Capital Management Chicago, Illinois	$4.24M	+$375K	2	0.38%	Increased
421	Cambridge Investment Research Advisors Fairfield, Iowa	$4.22M	+$283K	1	0.13%	Increased
422	RIG Roosevelt Investment Group New York	$4.17M	+$792K	1	0.23%	Increased
423	Meritage Portfolio Management Overland Park, Kansas	$4.15M	+$4.06M	1	0.44%	New
424	TA Teton Advisors Rye, New York	$4.13M	+$3.14K	1	0.27%	Increased
425	Baird Milwaukee, Wisconsin	$4.08M	+$2.14M	1	0.04%	Increased