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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	IndexIQ Advisors New York	$5.57M	-$956K	2	0.17%	Reduced
402	AC Alexandria Capital Arlington, Virginia	$5.5M	$0	2	0.78%	Maintained
403	Hancock Whitney Gulfport, Mississippi	$5.4M	-$324K	2	0.17%	Reduced
404	Crossmark Global Holdings Houston, Texas	$5.35M	+$6.56K	3	0.15%	Increased
405	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.34M	+$2.39M	1	0.1%	Increased
406	CIG Consolidated Investment Group Englewood, Colorado	$5.31M	$0	1	2.78%	Maintained
407	Prime Capital Investment Advisors Overland Park, Kansas	$5.31M	-$748K	3	0.97%	Reduced
408	Hennessy Advisors Inc Novato, California	$5.25M	-$47.9K	2	0.25%	Reduced
409	Maverick Capital Dallas, Texas	$5.25M	-$6.77M	2	0.08%	Reduced
410	IAM ICM Asset Management Spokane, Washington	$5.22M	-$81.9K	1	3.87%	Reduced
411	IFM Investors Melbourne, Australia	$5.12M	+$394K	2	0.29%	Increased
412	Paradigm Capital Management Inc Albany, New York	$5.11M	-$2.79M	1	0.47%	Reduced
413	QIM Quantitative Investment Management Charlottesville, Virginia	$5.04M	-$36.3K	1	0.2%	Reduced
414	Natixis Paris, France	$5.04M	+$2.22M	1	0.04%	Increased
415	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$5.03M	$0	2	0.25%	Maintained
416	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.02M	+$1.49M	2	1.78%	Increased
417	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$5.02M	+$746K	4	0.07%	Increased
418	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.01M	-$41.6K	4	0.09%	Reduced
419	AHC Adell Harriman & Carpenter Houston, Texas	$4.96M	-$501K	1	0.93%	Reduced
420	DG Delek Group Herzliya, Israel	$4.95M	-$262K	2	0.19%	Reduced
421	ELI Empire Life Investments Toronto, Ontario, Canada	$4.91M	-$15.5M	1	0.4%	Reduced
422	MPM Meritage Portfolio Management Overland Park, Kansas	$4.87M	-$133K	1	0.5%	Reduced
423	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.83M	-$253K	4	0.24%	Reduced
424	Jacobs Levy Equity Management Florham Park, New Jersey	$4.82M	-$4.22M	2	0.07%	Reduced
425	WAM World Asset Management Detroit, Michigan	$4.81M	-$257K	2	0.24%	Reduced