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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	ARTA A.R.T. Advisors New York	$7.4M	+$3.43M	3	0.38%	Increased
402	CC Cannell & Co New York	$7.38M	+$5.94M	1	0.26%	New
403	Jacobs Levy Equity Management Florham Park, New Jersey	$7.33M	+$1.7M	3	0.14%	Increased
404	NI Nepsis Inc Minneapolis, Minnesota	$7.31M	-$979K	1	3.77%	Reduced
405	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.27M	+$48.2K	3	0.05%	Increased
406	CIG Consolidated Investment Group Englewood, Colorado	$7.23M	$0	1	3.65%	Maintained
407	WAM World Asset Management Detroit, Michigan	$7.17M	+$159K	2	0.24%	Increased
408	Suntrust Banks Atlanta, Georgia	$7.17M	-$888K	2	0.04%	Reduced
409	Wolverine Asset Management Chicago, Illinois	$7.13M	+$5.78M	3	0.08%	New
410	SI Sprott Inc Toronto, Ontario, Canada	$7.03M	+$2.03M	1	1.8%	Increased
411	Fisher Asset Management Camas, Washington	$6.87M	+$206K	1	0.01%	Increased
412	Spot Trading Chicago, Illinois	$6.81M	-$4.4M	2	0.12%	Reduced
413	People's United Financial Bridgeport, Connecticut	$6.8M	+$462K	2	0.23%	Increased
414	O'Shaughnessy Asset Management Stamford, Connecticut	$6.6M	+$1.14M	1	0.15%	Increased
415	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.57M	$0	2	0.31%	Maintained
416	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.57M	-$33.2K	2	0.52%	Reduced
417	Cambridge Investment Research Advisors Fairfield, Iowa	$6.54M	+$1.98M	2	0.09%	Increased
418	BOTW Bank of the West Monterey Park, California	$6.39M	+$5.26K	2	0.81%	Increased
419	Cubist Systematic Strategies Stamford, Connecticut	$6.28M	-$5.33M	4	0.35%	Reduced
420	GCP GSA Capital Partners London, United Kingdom	$6.27M	-$9.57M	4	0.43%	Reduced
421	Vident Investment Advisory Alpharetta, Georgia	$6.22M	-$1.8M	2	0.34%	Reduced
422	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$6.17M	-$256K	2	0.71%	Reduced
423	SG Americas Securities New York	$6.13M	-$11.8M	4	0.05%	Reduced
424	RCMC RK Capital Management (Colorado) Denver, Colorado	$6.04M	-$252K	1	1.41%	Reduced
425	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.01M	+$621K	2	0.09%	Increased