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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	Chilton Capital Management Houston, Texas	$2.9M	-$71.3K	1	0.28%	Reduced
402	Victory Capital Management San Antonio, Texas	$2.88M	+$84.9K	4	0.01%	Increased
403	Montag & Associates Atlanta, Georgia	$2.88M	-$226K	1	0.38%	Reduced
404	Capital Fund Management (CFM) Paris, France	$2.85M	+$2.36M	1	0.03%	New
405	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.84M	+$199K	1	1.75%	Increased
406	Simplex Trading Chicago, Illinois	$2.82M	+$2.4M	3	0.19%	New
407	First Eagle Investment Management New York	$2.82M	+$2.33M	1	0.01%	New
408	BCM Bluefin Capital Management New York	$2.81M	+$883K	1	0.28%	Increased
409	World Asset Management Detroit, Michigan	$2.77M	+$35.6K	2	0.11%	Increased
410	HCS Harvest Capital Strategies San Francisco, California	$2.75M	-$223K	1	0.39%	Reduced
411	HAM Harber Asset Management Asheville, North Carolina	$2.73M	-$813K	1	1.51%	Reduced
412	Securian Asset Management St Paul, Minnesota	$2.72M	+$28.1K	2	0.08%	Increased
413	DM Delphi Management Brookline, Massachusetts	$2.68M	-$122K	1	1.72%	Reduced
414	AHL Partners London, United Kingdom	$2.68M	-$1.8M	2	0.14%	Reduced
415	Denver Investment Advisors Denver, Colorado	$2.65M	+$951K	1	0.12%	Increased
416	Profund Advisors Bethesda, Maryland	$2.58M	-$170K	3	0.13%	Reduced
417	DL Delta Lloyd Amsterdam, Netherlands	$2.55M	+$475K	2	0.09%	Increased
418	Asset Management One Tokyo, Japan	$2.54M	+$53.4K	2	0.04%	Increased
419	Amica Mutual Insurance Providence, Rhode Island	$2.53M	$0	2	0.25%	Maintained
420	JGC J. Goldman & Co New York	$2.52M	+$2.08M	1	0.13%	New
421	Synovus Financial Columbus, Georgia	$2.52M	-$211K	2	0.06%	Reduced
422	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.5M	-$619K	1	2.58%	Reduced
423	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$2.47M	+$257K	2	0.11%	Increased
424	Shell Asset Management The Hague, Netherlands	$2.46M	+$809K	2	0.06%	Increased
425	ING Group Amsterdam, Netherlands	$2.45M	+$524K	2	0.03%	Increased