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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	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.3M	-$2M	1	1%	Reduced
427	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.29M	-$2.36M	1	0.3%	Reduced
428	HHC Hutchin Hill Capital New York	$7.29M	-$4.97M	3	2.03%	Reduced
429	New Mexico Educational Retirement Board Santa Fe, New Mexico	$7.28M	+$570K	2	0.28%	Increased
430	Weiss Multi-Strategy Advisers New York	$7.2M	+$7.54M	1	0.18%	New
431	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.18M	+$367K	2	0.55%	Increased
432	QAM Quantres Asset Management Cayman, Cayman Islands	$7.16M	+$7.51M	2	4.51%	New
433	Fisher Asset Management Camas, Washington	$7.12M	+$778K	2	0.01%	Increased
434	Chartwell Investment Partners Berywn, Pennsylvania	$7.07M	-$1.39M	2	0.24%	Reduced
435	Natixis Advisors Boston, Massachusetts	$7.05M	-$2.82M	2	0.07%	Reduced
436	DTL Dynamic Technology Lab Singapore	$7.02M	+$4M	2	1.25%	Increased
437	Cambridge Investment Research Advisors Fairfield, Iowa	$7.01M	+$369K	2	0.08%	Increased
438	WAM World Asset Management Detroit, Michigan	$6.94M	-$430K	2	0.23%	Reduced
439	Sterling Capital Management Charlotte, North Carolina	$6.94M	+$3.42M	2	0.06%	Increased
440	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.91M	+$791K	2	0.09%	Increased
441	SI Sprott Inc Toronto, Ontario, Canada	$6.9M	-$98.3K	1	2%	Reduced
442	FIM Freedom Investment Management Hartford, Connecticut	$6.86M	+$3.16M	2	0.35%	Increased
443	Vident Investment Advisory Alpharetta, Georgia	$6.84M	+$501K	2	0.31%	Increased
444	ING Group Amsterdam, Netherlands	$6.83M	+$7.16M	1	0.11%	New
445	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$6.8M	+$2.76M	3	0.1%	Increased
446	Shelton Capital Management Denver, Colorado	$6.77M	-$7.65M	3	0.44%	Reduced
447	Norinchukin Bank Tokyo, Japan	$6.76M	+$1.2M	2	0.12%	Increased
448	ID Integral Derivatives New York	$6.72M	-$1.29M	2	0.13%	Reduced
449	LSA L & S Advisors Los Angeles, California	$6.7M	+$5.13M	2	1.03%	Increased
450	OAM Oxford Asset Management Oxford, United Kingdom	$6.65M	+$5.39M	3	0.14%	Increased