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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
426	SGH Schonfeld Group Holdings Jericho, New York	$3.16M	-$11.2M	1	10.84%	Reduced
427	First National Bank of Omaha Omaha, Nebraska	$3.15M	+$2.6M	1	0.22%	New
428	RBA Richard Bernstein Advisors New York	$3.13M	+$2.59M	1	0.37%	New
429	PHK Point72 Hong Kong Hong Kong	$3.05M	+$2.52M	1	10.83%	New
430	ACI Advance Capital I Southfield, Michigan	$3.04M	-$147K	1	1.43%	Reduced
431	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.99M	-$233K	1	0.01%	Reduced
432	Kennedy Capital Management St Louis, Missouri	$2.98M	+$1.33K	1	0.06%	Increased
433	PIP Perennial Investment Partners Sydney, Australia	$2.92M	+$329K	1	1.33%	Increased
434	Emerald Advisers Leola, Pennsylvania	$2.9M	+$33K	1	0.16%	Increased
435	FC FIC Capital New York	$2.9M	$0	2	1.13%	Maintained
436	PCM Palouse Capital Management Spokane, Washington	$2.87M	-$66.6K	1	1.06%	Reduced
437	BCM Bourgeon Capital Management Darien, Connecticut	$2.85M	-$830K	1	1.56%	Reduced
438	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.8M	+$1.42M	2	0.02%	Increased
439	D.A. Davidson & Co Great Falls, Montana	$2.79M	-$24.7K	3	0.09%	Reduced
440	MIU Man Investments (UK) London, United Kingdom	$2.76M	-$2.3M	2	0.21%	Reduced
441	CCM Catapult Capital Management New York	$2.76M	+$2.28M	1	0.31%	New
442	Alpha Cubed Investments Irvine, California	$2.74M	+$1.18M	1	1.22%	Increased
443	Oppenheimer & Co New York	$2.74M	-$58.9K	3	0.08%	Reduced
444	WesBanco Bank Wheeling, West Virginia	$2.73M	$0	1	0.15%	Maintained
445	Advent Capital Management New York	$2.72M	+$339K	1	0.04%	Increased
446	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.72M	$0	2	0.54%	Maintained
447	FCI Financial Counselors Inc Overland Park, Kansas	$2.71M	+$920K	2	0.19%	Increased
448	BOK Financial Tulsa, Oklahoma	$2.69M	-$31K	2	0.09%	Reduced
449	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.62M	+$2.17M	1	2.19%	New
450	PP Paloma Partners Greenwich, Connecticut	$2.61M	-$4.67M	1	0.11%	Reduced