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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.85M	-$1.64M	1	0.24%	Reduced
402	CIG Consolidated Investment Group Englewood, Colorado	$1.84M	$0	1	0.85%	Maintained
403	Voloridge Investment Management Jupiter, Florida	$1.84M	+$1.97M	1	0.04%	New
404	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.8M	$0	2	0.08%	Maintained
405	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.77M	-$118K	2	0.08%	Reduced
406	DL Delta Lloyd Amsterdam, Netherlands	$1.77M	$0	2	0.06%	Maintained
407	SCA Stonebridge Capital Advisors St Paul, Minnesota	$1.74M	+$1.85M	1	0.61%	New
408	MC Menta Capital San Francisco, California	$1.73M	-$909K	4	0.24%	Reduced
409	Meiji Yasuda Life Insurance Tokyo, Japan	$1.69M	-$390K	2	0.27%	Reduced
410	Highbridge Capital Management New York	$1.68M	-$9.28M	2	0.03%	Reduced
411	GL GLG LLC New York	$1.64M	-$264K	2	0.1%	Reduced
412	VWA V Wealth Advisors Overland Park, Kansas	$1.64M	+$1.45M	1	1.31%	New
413	BB&T Securities Richmond, Virginia	$1.63M	-$67.7K	2	0.03%	Reduced
414	DIA Denver Investment Advisors Denver, Colorado	$1.62M	+$1.43M	1	0.07%	New
415	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.62M	+$185K	2	0.07%	Increased
416	NN Investment Partners Holdings The Hague, Netherlands	$1.62M	+$1.51M	2	0.02%	New
417	UONDDL University of Notre Dame du Lac South Bend, Indiana	$1.62M	+$1.42M	1	1.98%	New
418	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.6M	$0	2	0.34%	Maintained
419	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.58M	-$39.1K	1	0.77%	Reduced
420	PIM Partner Investment Management San Francisco, California	$1.57M	+$404K	1	2.56%	Increased
421	Macquarie Group Sydney, NSW 2000, Australia	$1.57M	-$4.24M	2	0%	Reduced
422	South Dakota Investment Council Sioux Falls, South Dakota	$1.51M	+$625K	2	0.03%	Increased
423	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$1.5M	-$2.07K	1	0.13%	Reduced
424	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.5M	+$264K	1	1.38%	Increased
425	IFP Advisors Tampa, Florida	$1.47M	+$92.4K	2	0.2%	Increased