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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	AEGON Asset Management (UK) Edinburgh, United Kingdom	$3.64M	+$670K	1	0.1%	Increased
427	BOTW Bank of the West Monterey Park, California	$3.62M	-$2.66M	2	0.5%	Reduced
428	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.56M	-$459K	2	0.25%	Reduced
429	AMI Amica Mutual Insurance Providence, Rhode Island	$3.56M	$0	2	0.32%	Maintained
430	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.52M	-$466K	1	2.01%	Reduced
431	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3.5M	+$333K	2	0.46%	Increased
432	PCM Prelude Capital Management New York	$3.5M	+$130K	2	0.42%	Increased
433	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.48M	-$566K	2	0.15%	Reduced
434	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.46M	+$1.07M	2	0.98%	Increased
435	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$3.46M	+$3.32M	1	1.03%	New
436	Quadrature Capital London, United Kingdom	$3.46M	-$1.1M	1	0.11%	Reduced
437	MPAM Monarch Partners Asset Management Boston, Massachusetts	$3.42M	+$2.98M	1	0.29%	Increased
438	Amalgamated Bank New York	$3.4M	+$703K	3	0.15%	Increased
439	BCM BTC Capital Management Des Moines, Iowa	$3.39M	-$660K	1	0.67%	Reduced
440	HAM Harber Asset Management Asheville, North Carolina	$3.39M	-$54.8K	1	1.49%	Reduced
441	Twin Tree Management Dallas, Texas	$3.35M	-$1.62M	2	0.03%	Reduced
442	SI Sprott Inc Toronto, Ontario, Canada	$3.33M	+$660K	1	0.29%	Increased
443	MC Mathes Company New York	$3.32M	-$20.3K	1	1.83%	Reduced
444	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.28M	-$227K	1	0.97%	Reduced
445	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.27M	+$26.3K	1	0.28%	Increased
446	MassMutual Private Wealth & Trust Windsor, Connecticut	$3.24M	+$3.02M	3	0.4%	New
447	Suntrust Banks Atlanta, Georgia	$3.23M	+$658K	2	0.02%	Increased
448	Advisors Asset Management Monument, Colorado	$3.23M	-$64.9K	2	0.05%	Reduced
449	SAM Shell Asset Management The Hague, Netherlands	$3.23M	-$402K	3	0.08%	Reduced
450	AL AJO LP Philadelphia, Pennsylvania	$3.19M	+$2.79M	1	0.01%	Increased