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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	CAM Capstone Asset Management Houston, Texas	$2.92M	-$7.99M	2	0.08%	Reduced
402	MCM Mazama Capital Management Portland, Oregon	$2.92M	+$2.11M	1	0.59%	Increased
403	AMI Amica Mutual Insurance Providence, Rhode Island	$2.9M	+$2.17M	2	0.25%	Increased
404	Rafferty Asset Management New York	$2.88M	-$2.68M	2	0.19%	Reduced
405	GEM Global Endowment Management Charlotte, North Carolina	$2.88M	+$2.78M	1	0.4%	New
406	D.A. Davidson & Co Great Falls, Montana	$2.87M	+$295K	4	0.09%	Increased
407	DC Deere & Company Moline, Illinois	$2.82M	-$2.42M	2	0.15%	Reduced
408	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.82M	+$486K	1	0.45%	Increased
409	First National Bank of Omaha Omaha, Nebraska	$2.77M	$0	1	0.19%	Maintained
410	LPL Financial San Diego, California	$2.73M	-$879K	2	0.01%	Reduced
411	SFP Santa Fe Partners Santa Fe, New Mexico	$2.71M	+$2.62M	1	0.37%	New
412	Chartwell Investment Partners Berywn, Pennsylvania	$2.7M	+$651K	1	0.05%	Increased
413	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.69M	-$23.6K	1	2.54%	Reduced
414	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.67M	+$1.35M	1	0.34%	Increased
415	B BP London, United Kingdom	$2.64M	-$7.2M	1	0.1%	Reduced
416	FC FIC Capital New York	$2.61M	-$271K	1	1.04%	Reduced
417	DCM Dynamic Capital Management St. Helier, Jersey	$2.61M	+$677K	1	0.66%	Increased
418	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.61M	-$567K	1	0.19%	Reduced
419	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$2.6M	+$1.4M	1	0.7%	Increased
420	TPM T2 Partners Management New York	$2.58M	$0	1	4.66%	Maintained
421	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.57M	-$1.57M	2	0.57%	Reduced
422	GE General Electric Evendale, Ohio	$2.56M	+$805K	1	0.01%	Increased
423	Commonwealth Equity Services Waltham, Massachusetts	$2.52M	+$629K	2	0.03%	Increased
424	NPGCU Napier Park Global Capital (US) New York	$2.49M	+$1.82M	1	0.88%	Increased
425	AC Amici Capital New York	$2.49M	+$3.52M	1	0.09%	New