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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	IAM Impax Asset Management Portsmouth, New Hampshire	$7.37M	$0	1	0.44%	Maintained
427	FIM Freedom Investment Management Hartford, Connecticut	$7.37M	+$1.79M	2	0.44%	Increased
428	GCM Gibraltar Capital Management Tulsa, Oklahoma	$7.24M	-$111K	1	6.11%	Reduced
429	Prospera Financial Services Dallas, Texas	$7.04M	+$3.35M	2	0.95%	Increased
430	ST Sentinel Trust Houston, Texas	$7.03M	-$2.37M	1	1.57%	Reduced
431	QIM Quantitative Investment Management Charlottesville, Virginia	$6.97M	-$170M	1	0.14%	Reduced
432	Cubist Systematic Strategies Stamford, Connecticut	$6.89M	+$2.03M	3	0.35%	Increased
433	Adams Diversified Equity Fund Baltimore, Maryland	$6.81M	-$5.26M	1	0.36%	Reduced
434	AC Alexandria Capital Arlington, Virginia	$6.77M	$0	2	1.02%	Maintained
435	Guinness Asset Management London, United Kingdom	$6.76M	+$1.74M	1	1.32%	Increased
436	IAM ICM Asset Management Spokane, Washington	$6.76M	-$101K	1	5.83%	Reduced
437	Advisory Services Network Atlanta, Georgia	$6.74M	+$1.08M	2	0.51%	Increased
438	Hennessy Advisors Inc Novato, California	$6.67M	-$1.21M	2	0.23%	Reduced
439	Empowered Funds Havertown, Pennsylvania	$6.63M	+$2.57M	2	2.09%	Increased
440	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.59M	+$142K	2	0.94%	Increased
441	BlueCrest Capital Management St Helier, Jersey	$6.58M	+$6.97M	1	0.17%	Increased
442	TA Teton Advisors Rye, New York	$6.54M	-$363K	1	0.58%	Reduced
443	NI Nepsis Inc Minneapolis, Minnesota	$6.53M	+$1.39M	1	3.26%	Increased
444	Natixis Advisors Boston, Massachusetts	$6.51M	-$1.01M	2	0.06%	Reduced
445	Synovus Financial Columbus, Georgia	$6.44M	+$1.04K	2	0.11%	Increased
446	SAM Shell Asset Management The Hague, Netherlands	$6.41M	+$878K	2	0.13%	Increased
447	GAAM Guinness Atkinson Asset Management Pasadena, California	$6.38M	$0	1	3.58%	Maintained
448	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$6.34M	+$2.18M	2	0.6%	Increased
449	BPB Badgley, Phelps & Bell Seattle, Washington	$6.31M	-$3.76M	1	0.41%	Reduced
450	Quadrature Capital London, United Kingdom	$6.31M	+$1.52M	1	0.59%	Increased