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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	Calamos Wealth Management Naperville, Illinois	$6M	+$43.5K	1	0.83%	Increased
427	Ladenburg Thalmann Financial Services Miami, Florida	$5.99M	+$1.97M	5	0.07%	Increased
428	Martingale Asset Management Boston, Massachusetts	$5.97M	+$5.16M	2	0.08%	New
429	GL GLG LLC New York	$5.91M	+$3.07M	2	0.38%	Increased
430	IA Icon Advisers Greenwood Village, Colorado	$5.87M	+$2.33M	1	0.41%	Increased
431	GIA Gargoyle Investment Advisor Englewood, New Jersey	$5.85M	$0	1	2.15%	Maintained
432	SIM Sentry Investment Management Stevens Point, Wisconsin	$5.84M	+$799K	2	0.22%	Increased
433	ST Sentinel Trust Houston, Texas	$5.82M	+$88.8K	1	0.98%	Increased
434	JIR James Investment Research Alpha, Ohio	$5.8M	+$3.5M	3	0.2%	Increased
435	MC Mathes Company New York	$5.7M	-$93.3K	1	2.68%	Reduced
436	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$5.69M	-$73.6M	2	0.01%	Reduced
437	Daiwa Securities Group Tokyo, Japan	$5.68M	+$486K	2	0.04%	Increased
438	AIM Assured Investment Management New York	$5.51M	+$1.42M	1	0.11%	Increased
439	Norinchukin Bank Tokyo, Japan	$5.5M	+$486K	2	0.11%	Increased
440	Algert Global San Francisco, California	$5.45M	+$320K	2	1.25%	Increased
441	TCM Tygh Capital Management Portland, Oregon	$5.41M	+$92.8K	1	1.08%	Increased
442	BC Beaconlight Capital New York	$5.4M	+$4.34M	1	2.85%	New
443	SCA Secor Capital Advisors New York	$5.36M	+$3.4M	1	0.51%	Increased
444	WAM Warlander Asset Management New York	$5.31M	-$24.2M	1	0.71%	Reduced
445	EI EAM Investors Solana Beach, California	$5.3M	+$172K	1	0.7%	Increased
446	Advisor Group Phoenix, Arizona	$5.27M	+$371K	4	0.08%	Increased
447	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.2M	+$162K	3	0.24%	Increased
448	Boothbay Fund Management New York	$5.17M	+$2.18M	1	0.86%	Increased
449	WAS WESPAC Advisors SoCal Pasadena, California	$5.11M	+$4.48M	1	3.04%	New
450	AMI Amica Mutual Insurance Providence, Rhode Island	$5.11M	-$965K	2	0.46%	Reduced