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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	Squarepoint New York	$4.34M	+$266K	2	0.18%	Increased
402	PIA Piedmont Investment Advisors Durham, North Carolina	$4.33M	+$231K	2	0.09%	Increased
403	SIM Spark Investment Management New York	$4.32M	+$791K	1	0.36%	Increased
404	Capital Fund Management (CFM) Paris, France	$4.31M	-$3.1M	1	0.04%	Reduced
405	DCM Dynamic Capital Management St. Helier, Jersey	$4.28M	+$2.31M	1	0.46%	Increased
406	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.24M	+$206K	2	0.2%	Increased
407	RIM Rainier Investment Management Seattle, Washington	$4.15M	-$3.5M	1	0.4%	Reduced
408	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.06M	-$268K	1	1.58%	Reduced
409	TSS Two Sigma Securities New York	$4.04M	+$223K	3	1.35%	Increased
410	AIA Affinity Investment Advisors Newport Beach, California	$4.03M	-$1.62M	1	0.38%	Reduced
411	SAM Securian Asset Management St Paul, Minnesota	$4M	+$59.6K	2	0.11%	Increased
412	First Citizens Bank & Trust Raleigh, North Carolina	$3.94M	-$831K	2	0.43%	Reduced
413	SEC Seven Eight Capital New York	$3.94M	+$3.04M	2	0.79%	Increased
414	IRF IBM Retirement Fund Armonk, New York	$3.89M	-$12.9K	2	0.16%	Reduced
415	WAM World Asset Management Detroit, Michigan	$3.89M	-$166K	2	0.15%	Reduced
416	CIG Consolidated Investment Group Englewood, Colorado	$3.86M	$0	1	2.42%	Maintained
417	ST Sentinel Trust Houston, Texas	$3.83M	-$1.11M	1	0.56%	Reduced
418	DnB Asset Management Oslo, Norway	$3.78M	-$10.2M	2	0.07%	Reduced
419	Trexquant Investment Stamford, Connecticut	$3.77M	+$649K	2	0.6%	Increased
420	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.75M	-$18.8M	3	0.03%	Reduced
421	GCP GSA Capital Partners London, United Kingdom	$3.73M	+$1.15M	4	0.22%	Increased
422	Kennedy Capital Management St Louis, Missouri	$3.72M	-$8.07M	1	0.06%	Reduced
423	GS GAM Systematic Cambridge, United Kingdom	$3.71M	+$291K	2	0.88%	Increased
424	SPM Symmetry Peak Management Radnor, Pennsylvania	$3.67M	+$2.71M	1	1.27%	Increased
425	JCM Jafra Capital Management New York	$3.67M	+$3.14M	1	3.09%	New