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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	WesBanco Bank Wheeling, West Virginia	$3.49M	+$453K	2	0.2%	Increased
427	HIS Horizon Investment Services Hammond, Indiana	$3.49M	+$3.33M	1	1.77%	New
428	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.46M	-$990K	1	0.22%	Reduced
429	TA Teton Advisors Rye, New York	$3.44M	-$835K	1	0.25%	Reduced
430	RP Raiff Partners New York	$3.43M	-$324K	1	3.49%	Reduced
431	Weiss Multi-Strategy Advisers New York	$3.43M	-$21M	1	0.08%	Reduced
432	FA Friess Associates Greenville, Delaware	$3.42M	-$28.4M	2	0.29%	Reduced
433	LSV Asset Management Chicago, Illinois	$3.4M	+$1.79M	1	0.01%	Increased
434	BCM Bourgeon Capital Management Darien, Connecticut	$3.33M	+$905K	1	1.94%	Increased
435	First National Bank of Omaha Omaha, Nebraska	$3.28M	+$11.7K	1	0.24%	Increased
436	Tokio Marine Asset Management Tokyo, Japan	$3.28M	-$263K	2	0.24%	Reduced
437	RIG Roosevelt Investment Group New York	$3.26M	+$3.08M	1	0.17%	New
438	PIP Perennial Investment Partners Sydney, Australia	$3.23M	$0	1	1.81%	Maintained
439	TPM T2 Partners Management New York	$3.23M	-$743K	1	6.21%	Reduced
440	GF Gerry Farber New York	$3.19M	+$3.01M	1	4.15%	New
441	ACI Advance Capital I Southfield, Michigan	$3.15M	$0	1	1.54%	Maintained
442	PCM Palouse Capital Management Spokane, Washington	$3.14M	-$35K	1	1.2%	Reduced
443	Alpha Cubed Investments Irvine, California	$3.04M	+$128K	1	1.43%	Increased
444	Hancock Whitney Gulfport, Mississippi	$3.03M	-$13.7M	1	0.12%	Reduced
445	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.94M	$0	2	0.6%	Maintained
446	FQ First Quadrant Glendale, California	$2.93M	+$2.42M	2	0.07%	Increased
447	OA Oxbow Advisors Austin, Texas	$2.93M	-$1.27M	1	0.41%	Reduced
448	AB AT Bancorp Dubuque, Iowa	$2.91M	-$371K	1	0.85%	Reduced
449	GGHC Gilder Gagnon Howe & Co New York	$2.81M	+$195K	2	0.04%	Increased
450	KAS Kemnay Advisory Services New York	$2.77M	+$2.62M	1	1.6%	New