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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	LA Leonetti & Associates Buffalo Grove, Illinois	$5.8M	+$5.68M	1	1.64%	New
402	TAM Tyers Asset Management Austin, Texas	$5.72M	-$37.2K	2	0.21%	Reduced
403	CAM Capstone Asset Management Houston, Texas	$5.72M	-$47.2K	3	0.16%	Reduced
404	SIM Spark Investment Management New York	$5.64M	+$1.38M	2	0.35%	Increased
405	GP GLG Partners London, United Kingdom	$5.56M	-$14.9M	1	0.31%	Reduced
406	ERM Elm Ridge Management Briarcliff Manor, New York	$5.56M	-$4.23M	1	1.83%	Reduced
407	CCM Cadence Capital Management Boston, Massachusetts	$5.55M	-$718K	2	0.38%	Reduced
408	AHL Partners London, United Kingdom	$5.54M	-$8.84M	2	0.12%	Reduced
409	LSA L & S Advisors Los Angeles, California	$5.52M	+$2.23M	1	0.97%	Increased
410	CIG Consolidated Investment Group Englewood, Colorado	$5.49M	+$231K	1	2.93%	Increased
411	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.48M	-$621K	3	0.04%	Reduced
412	Chartwell Investment Partners Berywn, Pennsylvania	$5.43M	-$1.01M	2	0.2%	Reduced
413	PAA Peregrine Asset Advisers Portland, Oregon	$5.43M	+$4.69M	2	3.46%	Increased
414	SAM Securian Asset Management St Paul, Minnesota	$5.42M	-$10.8K	2	0.14%	Reduced
415	DTL Dynamic Technology Lab Singapore	$5.37M	+$5.05M	4	1.01%	Increased
416	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.36M	+$3.79M	2	0.79%	Increased
417	SP Steelhead Partners Seattle, Washington	$5.36M	-$878K	1	0.48%	Reduced
418	Shelton Capital Management Denver, Colorado	$5.34M	+$1.16M	3	0.38%	Increased
419	Achmea Investment Management Zeist, Netherlands	$5.32M	+$643K	2	0.32%	Increased
420	WAM World Asset Management Detroit, Michigan	$5.31M	-$498K	2	0.18%	Reduced
421	DA Denali Advisors San Diego, California	$5.29M	+$5.48M	1	0.86%	New
422	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.11M	-$469K	2	0.25%	Reduced
423	Voloridge Investment Management Jupiter, Florida	$5.07M	-$111M	1	0.13%	Reduced
424	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.03M	+$643K	2	0.4%	Increased
425	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.92M	+$20.1K	2	0.57%	Increased