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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	WAM World Asset Management Detroit, Michigan	$3.44M	+$71.7K	2	0.12%	Increased
402	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.41M	+$2.77M	2	0.04%	Increased
403	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.4M	-$452K	2	0.17%	Reduced
404	SAM Securian Asset Management St Paul, Minnesota	$3.34M	+$41.9K	2	0.09%	Increased
405	EGM Espalier Global Management New York	$3.33M	+$879K	1	1.08%	Increased
406	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.33M	+$1.85M	2	0.07%	Increased
407	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.3M	-$317K	1	2.03%	Reduced
408	KeyBank National Association Cleveland, Ohio	$3.28M	+$932K	2	0.02%	Increased
409	CIBC World Market Toronto, Ontario, Canada	$3.27M	-$296K	2	0.01%	Reduced
410	Asset Management One Tokyo, Japan	$3.26M	+$107K	2	0.05%	Increased
411	SAM Shell Asset Management The Hague, Netherlands	$3.19M	+$208K	3	0.07%	Increased
412	SIM Spark Investment Management New York	$3.16M	+$3.34M	1	0.26%	New
413	IRF IBM Retirement Fund Armonk, New York	$3.15M	-$945K	2	0.16%	Reduced
414	TSS Two Sigma Securities New York	$3.13M	+$1.95M	3	1.07%	Increased
415	CIG Consolidated Investment Group Englewood, Colorado	$3.13M	$0	1	1.92%	Maintained
416	F.L. Putnam Investment Management Lynnfield, Massachusetts	$3.12M	+$2.95M	2	0.36%	New
417	HAM Harber Asset Management Asheville, North Carolina	$3.09M	+$8.83K	1	1.56%	Increased
418	Tudor Investment Corp Stamford, Connecticut	$3.06M	-$1.41M	3	0.07%	Reduced
419	AMI Amica Mutual Insurance Providence, Rhode Island	$3.04M	$0	2	0.29%	Maintained
420	Laurion Capital Management New York	$3.01M	+$2.69M	2	0.03%	New
421	Simplex Trading Chicago, Illinois	$3M	-$226K	2	0.2%	Reduced
422	HS HighVista Strategies Boston, Massachusetts	$2.99M	+$2.88M	1	0.56%	New
423	MC Mathes Company New York	$2.99M	+$582K	1	1.7%	Increased
424	CI Cowen Inc New York	$2.96M	+$2.54M	1	0.18%	New
425	Engineers Gate Manager New York	$2.94M	+$2.35M	2	0.31%	Increased