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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	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.47M	+$170K	2	0.54%	Increased
427	AIM Atlantic Investment Management New York	$4.42M	+$3.74M	1	0.46%	New
428	GCP GSA Capital Partners London, United Kingdom	$4.42M	-$1.18K	4	0.24%	Reduced
429	BCM Barometer Capital Management Toronto, Ontario, Canada	$4.34M	+$3.54M	1	0.38%	Increased
430	D.A. Davidson & Co Great Falls, Montana	$4.34M	-$5.53M	3	0.11%	Reduced
431	PCM Piermont Capital Management St. Louis, Missouri	$4.33M	+$3.25M	1	1.03%	Increased
432	I.G. Investment Management Winnipeg, Manitoba, Canada	$4.32M	-$7.86M	1	0.02%	Reduced
433	Achmea Investment Management Zeist, Netherlands	$4.3M	+$3.87M	2	0.2%	New
434	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.27M	-$34.9K	1	0.35%	Reduced
435	DAM DLD Asset Management New York	$4.25M	+$3.59M	1	0.68%	New
436	PCM Prelude Capital Management New York	$4.25M	-$254K	3	0.41%	Reduced
437	Sterling Capital Management Charlotte, North Carolina	$4.17M	+$3.18M	1	0.04%	Increased
438	ST Sentinel Trust Houston, Texas	$4.17M	-$749K	1	0.66%	Reduced
439	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.16M	-$2.02M	1	0.04%	Reduced
440	Calamos Wealth Management Naperville, Illinois	$4.12M	+$647K	1	0.62%	Increased
441	ING Group Amsterdam, Netherlands	$4.11M	+$2.47M	1	0.07%	Increased
442	SI Sprott Inc Toronto, Ontario, Canada	$4.11M	+$58.8K	1	0.17%	Increased
443	Tudor Investment Corp Stamford, Connecticut	$4.08M	+$1.56M	3	0.13%	Increased
444	Numeric Investors Boston, Massachusetts	$4.07M	-$5.82M	2	0.04%	Reduced
445	HCMT Highland Capital Management (Texas) Dallas, Texas	$4.07M	+$3.44M	1	0.21%	New
446	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.05M	-$801K	1	1.57%	Reduced
447	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$4.03M	+$2.5M	2	1.32%	Increased
448	BOTW Bank of the West Monterey Park, California	$4.02M	-$477K	2	0.51%	Reduced
449	GCA Greenwood Capital Associates Greenwood, South Carolina	$4M	-$228K	2	1.05%	Reduced
450	BBCM Boardman Bay Capital Management New York	$4M	-$152K	1	3.38%	Reduced