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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	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.48M	+$395K	2	0.12%	Increased
427	QAM Quantres Asset Management Cayman, Cayman Islands	$2.48M	+$2.76M	1	1.96%	Increased
428	Foresters Investment Management New York	$2.44M	+$2.36M	1	0.05%	New
429	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.42M	+$24K	2	0.12%	Increased
430	PCM Portolan Capital Management Boston, Massachusetts	$2.41M	-$5.69M	1	0.34%	Reduced
431	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.41M	-$1.34M	1	0.24%	Reduced
432	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.38M	-$3.44M	1	1.86%	Reduced
433	Alpha Cubed Investments Irvine, California	$2.34M	+$322K	1	0.63%	Increased
434	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$2.33M	+$3.29M	1	0.18%	New
435	DL Delta Lloyd Amsterdam, Netherlands	$2.33M	+$1.04M	2	0.07%	Increased
436	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.31M	+$693K	2	0.05%	Increased
437	Churchill Management Los Angeles, California	$2.3M	-$161K	1	0.08%	Reduced
438	Oppenheimer & Co New York	$2.29M	+$464K	3	0.06%	Increased
439	CIA CCM Investment Advisers Columbia, South Carolina	$2.27M	-$2.28M	1	0.21%	Reduced
440	CIG Consolidated Investment Group Englewood, Colorado	$2.26M	+$528K	1	1.07%	Increased
441	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.25M	+$256K	1	2.35%	Increased
442	Kentucky Retirement Systems Frankfort, Kentucky	$2.24M	+$1.66K	2	0.18%	Increased
443	Gratus Capital Atlanta, Georgia	$2.2M	+$111K	1	0.51%	Increased
444	Meiji Yasuda Life Insurance Tokyo, Japan	$2.18M	-$16K	2	0.34%	Reduced
445	CCMU Cheyne Capital Management (UK) London, United Kingdom	$2.17M	+$1.73M	1	0.7%	Increased
446	PAM Private Asset Management San Diego, California	$2.15M	+$1.53M	1	0.36%	Increased
447	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.14M	-$405K	2	0.04%	Reduced
448	BB&T Securities Richmond, Virginia	$2.09M	-$722K	2	0.04%	Reduced
449	DIA Denver Investment Advisors Denver, Colorado	$2.05M	-$442K	1	0.08%	Reduced
450	Bessemer Group Woodbridge, New Jersey	$2.04M	-$84.2K	2	0.01%	Reduced