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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	SAM Sompo Asset Management Tokyo, Japan	$5.44M	-$3.4M	1	0.68%	Reduced
402	CAM Capstone Asset Management Houston, Texas	$5.43M	-$47.6K	3	0.15%	Reduced
403	NA Navellier & Associates Reno, Nevada	$5.38M	+$4.55M	1	0.78%	New
404	PIA Piedmont Investment Advisors Durham, North Carolina	$5.28M	+$21K	1	0.11%	Increased
405	TAM Tyers Asset Management Austin, Texas	$5.23M	-$2.27M	2	0.2%	Reduced
406	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$5.2M	-$23.9M	1	2.06%	Reduced
407	GHCM Glen Harbor Capital Management San Diego, California	$5.19M	-$2.14M	3	0.13%	Reduced
408	Hudson Bay Capital Management Stamford, Connecticut	$5.19M	+$1.19M	1	0.07%	Increased
409	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.16M	-$215K	2	0.24%	Reduced
410	SAM Securian Asset Management St Paul, Minnesota	$5.12M	+$18K	2	0.14%	Increased
411	Marshall Wace North America New York	$5.1M	+$4.63M	2	0.04%	New
412	CIG Consolidated Investment Group Englewood, Colorado	$5.09M	$0	1	2.9%	Maintained
413	SIM Spark Investment Management New York	$4.96M	+$839K	1	0.31%	Increased
414	William Blair & Company Chicago, Illinois	$4.94M	+$131K	2	0.04%	Increased
415	BC Beaconlight Capital New York	$4.93M	-$1.87M	1	3.13%	Reduced
416	HS HighVista Strategies Boston, Massachusetts	$4.84M	+$940K	1	1.08%	Increased
417	AIA Affinity Investment Advisors Newport Beach, California	$4.82M	-$67K	1	0.44%	Reduced
418	BPM Bowling Portfolio Management Cincinnati, Ohio	$4.81M	-$2.37M	1	0.79%	Reduced
419	AIP ARS Investment Partners New York	$4.78M	+$693K	1	0.7%	Increased
420	QS Investors New York	$4.78M	+$2.04M	2	0.04%	Increased
421	GL GLG LLC New York	$4.74M	-$879K	1	0.26%	Reduced
422	CCM Criterion Capital Management San Francisco, California	$4.65M	+$4.26M	1	0.17%	New
423	AMI Amica Mutual Insurance Providence, Rhode Island	$4.51M	$0	2	0.41%	Maintained
424	VIA Virtus Investment Advisers Hartford, Connecticut	$4.49M	-$1.22M	2	0.4%	Reduced
425	PAM Paradigm Asset Management New York	$4.49M	-$868K	1	0.85%	Reduced