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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	$4.91M	+$1.1M	1	0.08%	Increased
427	Fisher Asset Management Camas, Washington	$4.88M	+$1.38M	1	0.01%	Increased
428	BOTW Bank of the West Monterey Park, California	$4.86M	+$526K	2	0.63%	Increased
429	AMI Amica Mutual Insurance Providence, Rhode Island	$4.8M	$0	2	0.44%	Maintained
430	People's United Financial Bridgeport, Connecticut	$4.72M	+$1.2M	2	0.16%	Increased
431	RCMC RK Capital Management (Colorado) Denver, Colorado	$4.67M	-$3.91M	1	0.94%	Reduced
432	AB AT Bancorp Dubuque, Iowa	$4.64M	-$2.54M	1	0.55%	Reduced
433	Calamos Wealth Management Naperville, Illinois	$4.54M	+$6.3K	1	0.64%	Increased
434	EP Elkfork Partners Portland, Oregon	$4.51M	+$2.75M	2	0.14%	Increased
435	Capstone Investment Advisors New York	$4.51M	+$2.73M	2	0.12%	Increased
436	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.47M	$0	1	1.77%	Maintained
437	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.44M	-$7.33M	3	0.03%	Reduced
438	MC Mathes Company New York	$4.44M	+$40.3K	1	2.12%	Increased
439	BCM BTC Capital Management Des Moines, Iowa	$4.43M	+$39.3K	1	0.8%	Increased
440	ST Sentinel Trust Houston, Texas	$4.33M	+$24K	1	0.71%	Increased
441	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.25M	+$1.51M	1	0.63%	Increased
442	CEP Chicago Equity Partners Chicago, Illinois	$4.25M	+$4.41M	1	0.11%	New
443	Advisory Services Network Atlanta, Georgia	$4.21M	+$1.46M	2	0.55%	Increased
444	Algert Global San Francisco, California	$4.2M	+$3.62M	2	1.18%	Increased
445	Jacobs Levy Equity Management Florham Park, New Jersey	$4.15M	+$4.3M	1	0.09%	New
446	SAM Sompo Asset Management Tokyo, Japan	$4.15M	-$1.91M	1	0.62%	Reduced
447	Weiss Multi-Strategy Advisers New York	$4.05M	+$2.2M	1	0.17%	Increased
448	O'Shaughnessy Asset Management Stamford, Connecticut	$4.05M	+$4.11M	1	0.1%	Increased
449	LMR Partners London, United Kingdom	$4.04M	+$3.75M	2	0.25%	Increased
450	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4M	-$3.34K	2	0.06%	Reduced