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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	SMH Sanders Morris Harris Houston, Texas	$2.43M	-$13.8K	1	0.56%	Reduced
427	CIG Consolidated Investment Group Englewood, Colorado	$2.42M	$0	1	1.23%	Maintained
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.41M	-$20.3K	3	0.13%	Reduced
429	CC Cipher Capital New York	$2.36M	+$1.2M	2	0.17%	Increased
430	Kentucky Retirement Systems Frankfort, Kentucky	$2.35M	-$163K	2	0.15%	Reduced
431	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.25M	-$21K	1	0.77%	Reduced
432	OI Oakbrook Investments Lisle, Illinois	$2.25M	+$12.9K	2	0.12%	Increased
433	Meiji Yasuda Life Insurance Tokyo, Japan	$2.23M	+$388K	2	0.36%	Increased
434	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.22M	-$8.29M	1	0.06%	Reduced
435	FC FIC Capital New York	$2.17M	$0	1	1.03%	Maintained
436	MC Mathes Company New York	$2.12M	+$10K	1	1.24%	Increased
437	BB&T Securities Richmond, Virginia	$2.11M	+$75.2K	2	0.03%	Increased
438	JCP Jabre Capital Partners Geneva, Switzerland	$2.08M	-$4.49M	1	0.63%	Reduced
439	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.08M	$0	2	0.09%	Maintained
440	OAM Oxford Asset Management Oxford, United Kingdom	$2.06M	+$1.7M	1	0.07%	New
441	Squarepoint New York	$2.06M	-$2.93M	1	0.13%	Reduced
442	TCM Tributary Capital Management Omaha, Nebraska	$2.05M	+$1.24M	1	0.3%	Increased
443	MCP Mirador Capital Partners Pleasanton, California	$2.03M	+$709K	1	2.04%	Increased
444	Amalgamated Bank New York	$2.02M	+$665K	3	0.12%	Increased
445	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.99M	+$11.7K	1	1.45%	Increased
446	EGM Espalier Global Management New York	$1.98M	+$1.89M	1	2.19%	New
447	RCM Riverhead Capital Management Wilmington, Delaware	$1.98M	-$9.91M	2	0.06%	Reduced
448	Shelton Capital Management Denver, Colorado	$1.98M	-$497K	2	0.17%	Reduced
449	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$1.97M	-$4.55K	1	0.17%	Reduced
450	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.97M	+$673K	1	0.06%	Increased