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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	Advisors Asset Management Monument, Colorado	$2.93M	-$566K	2	0.05%	Reduced
427	Shinko Asset Management Company Tokyo, Japan	$2.92M	-$860K	3	0.02%	Reduced
428	GS GAM Systematic Cambridge, United Kingdom	$2.92M	+$1.67M	3	0.61%	Increased
429	SMH Sanders Morris Harris Houston, Texas	$2.88M	-$222K	1	0.87%	Reduced
430	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.88M	$0	1	0.07%	Maintained
431	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.88M	-$33.6K	1	0.9%	Reduced
432	Fisher Asset Management Camas, Washington	$2.84M	-$860K	1	0.01%	Reduced
433	AL Airain Ltd St. Peter Port, Guernsey	$2.83M	-$481K	1	0.17%	Reduced
434	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.8M	+$2.69M	1	0.34%	New
435	Quantbot Technologies New York	$2.8M	+$2.02M	3	0.31%	Increased
436	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.77M	-$6.45M	1	0.03%	Reduced
437	Davidson Kempner Capital Management New York	$2.76M	+$2.65M	1	0.07%	New
438	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.75M	-$58.9K	3	0.14%	Reduced
439	CG Cutler Group San Francisco, California	$2.75M	+$1.52M	3	0.12%	Increased
440	PCM Prelude Capital Management New York	$2.73M	-$912K	2	0.29%	Reduced
441	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.66M	-$160K	1	2.68%	Reduced
442	DIA Denver Investment Advisors Denver, Colorado	$2.66M	-$314K	1	0.12%	Reduced
443	Shelton Capital Management Denver, Colorado	$2.65M	+$262K	2	0.22%	Increased
444	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.64M	+$107K	2	0.12%	Increased
445	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.64M	+$2.54M	1	0.07%	New
446	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$2.63M	+$65.8K	1	0.22%	Increased
447	GL GLG LLC New York	$2.6M	-$8.16M	2	0.19%	Reduced
448	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.59M	+$642K	2	0.06%	Increased
449	SP Steelhead Partners Seattle, Washington	$2.57M	-$1.31M	1	0.25%	Reduced
450	Kentucky Retirement Systems Frankfort, Kentucky	$2.57M	-$255K	2	0.17%	Reduced