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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	TA Teton Advisors Rye, New York	$8.34M	-$85.3K	1	0.77%	Reduced
402	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.29M	-$5.76M	1	0.37%	Reduced
403	Twin Tree Management Dallas, Texas	$8.26M	-$5.49M	2	0.06%	Reduced
404	Oppenheimer & Co New York	$8.23M	-$335K	2	0.21%	Reduced
405	Wolverine Asset Management Chicago, Illinois	$8.21M	+$869K	3	0.08%	Increased
406	LA Leonetti & Associates Buffalo Grove, Illinois	$8.18M	+$5.6K	1	2.19%	Increased
407	M&T Bank Buffalo, New York	$8.17M	+$164K	2	0.04%	Increased
408	Crossmark Global Holdings Houston, Texas	$8.16M	+$518K	3	0.2%	Increased
409	Advisors Asset Management Monument, Colorado	$7.97M	+$102K	2	0.13%	Increased
410	SAM Securian Asset Management St Paul, Minnesota	$7.96M	+$313K	2	0.2%	Increased
411	OAMG Odey Asset Management Group London, United Kingdom	$7.88M	-$1.69M	1	0.72%	Reduced
412	BC Breakline Capital New York	$7.87M	+$8.34M	2	7.7%	New
413	Andra AP-fonden Goteborg, Sweden	$7.86M	-$2.64M	2	0.18%	Reduced
414	Prudential plc London, England, United Kingdom	$7.77M	-$5.56M	2	0.02%	Reduced
415	Meag Munich Ergo Munich, Germany	$7.72M	-$3.07M	2	0.3%	Reduced
416	CC Cannell & Co New York	$7.72M	$0	1	0.27%	Maintained
417	QCMC Quantum Capital Management (California) San Francisco, California	$7.72M	-$3.62M	1	1.85%	Reduced
418	YCMGA York Capital Management Global Advisors New York	$7.68M	+$8.05M	1	0.19%	New
419	SEC Seven Eight Capital New York	$7.68M	+$3.3M	2	0.78%	Increased
420	People's United Financial Bridgeport, Connecticut	$7.67M	+$852K	2	0.24%	Increased
421	CIG Consolidated Investment Group Englewood, Colorado	$7.56M	$0	1	3.89%	Maintained
422	HCMT Highland Capital Management (Texas) Dallas, Texas	$7.53M	-$3.4M	1	0.35%	Reduced
423	OTC Opera Trading Capital Paris, France	$7.5M	+$7.31M	1	1.53%	New
424	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.47M	+$3.33M	2	1%	Increased
425	Whittier Trust South Pasadena, California	$7.4M	+$2.61M	2	0.26%	Increased