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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	Pacer Advisors Malvern, Pennsylvania	$8.64M	+$1.8M	4	0.39%	Increased
402	US Bancorp Minneapolis, Minnesota	$8.61M	+$267K	5	0.03%	Increased
403	Tudor Investment Corp Stamford, Connecticut	$8.49M	-$4.64M	3	0.3%	Reduced
404	UONDDL University of Notre Dame du Lac South Bend, Indiana	$8.47M	-$2.15M	1	1.64%	Reduced
405	TC Trust Company Manhattan, Kansas	$8.43M	+$1.68M	1	3.86%	Increased
406	Scotia Capital Toronto, Ontario, Canada	$8.43M	+$9.95K	2	0.12%	Increased
407	Vident Investment Advisory Alpharetta, Georgia	$8.41M	+$1.07M	2	0.33%	Increased
408	Penserra Capital Management Orinda, California	$8.3M	-$4.06M	2	0.52%	Reduced
409	EVC Eidelman Virant Capital Saint Louis, Missouri	$8.28M	+$2M	1	5.11%	Increased
410	NRS Neville Rodie & Shaw New York	$8.25M	-$11.2K	1	0.87%	Reduced
411	Element Capital Management New York	$8.24M	+$5.48M	3	0.22%	Increased
412	IA Icon Advisers Greenwood Village, Colorado	$8.2M	+$1.01M	2	0.62%	Increased
413	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.18M	-$256K	2	0.32%	Reduced
414	People's United Financial Bridgeport, Connecticut	$8.14M	+$83.5K	2	0.21%	Increased
415	ING Group Amsterdam, Netherlands	$8.13M	-$528K	1	0.16%	Reduced
416	RAM RWC Asset Management London, United Kingdom	$8.12M	+$851K	1	0.41%	Increased
417	South Dakota Investment Council Sioux Falls, South Dakota	$7.98M	+$3.95M	2	0.17%	Increased
418	Advisors Asset Management Monument, Colorado	$7.96M	+$390K	2	0.14%	Increased
419	M&T Bank Buffalo, New York	$7.95M	-$12.4K	2	0.04%	Reduced
420	TAM Tyers Asset Management Austin, Texas	$7.93M	-$1.14M	2	0.27%	Reduced
421	Dai-ichi Life Insurance Company Tokyo, Japan	$7.93M	-$4.61M	2	0.19%	Reduced
422	Meag Munich Ergo Munich, Germany	$7.76M	-$1.92M	2	0.48%	Reduced
423	Hudson Bay Capital Management Stamford, Connecticut	$7.61M	+$3.98M	2	0.11%	Increased
424	Advisor Group Phoenix, Arizona	$7.52M	+$653K	4	0.1%	Increased
425	PP Paloma Partners Greenwich, Connecticut	$7.42M	+$1.97M	2	0.14%	Increased