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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
451	CC Cipher Capital New York	$437K	+$445K	1	1.07%	New
452	FIM Fruth Investment Management Houston, Texas	$435K	+$337K	1	0.25%	New
453	HCM Hodges Capital Management Dallas, Texas	$417K	+$323K	1	0.04%	New
454	Janney Montgomery Scott Philadelphia, Pennsylvania	$412K	+$370K	2	0.04%	New
455	Advisors Asset Management Monument, Colorado	$407K	+$394K	2	0.01%	New
456	Gabelli Funds Rye, New York	$405K	+$413K	1	0%	New
457	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$403K	+$411K	1	0.06%	New
458	IAM Iridian Asset Management Westport, Connecticut	$403K	+$327K	1	0.01%	New
459	BIM BRC Investment Management Greenwood Village, Colorado	$400K	+$408K	1	0.07%	New
460	GCP GSA Capital Partners London, United Kingdom	$393K	+$401K	1	0.05%	New
461	PCM Prelude Capital Management New York	$392K	+$315K	3	0.08%	New
462	CWM Concert Wealth Management San Jose, California	$389K	+$400K	1	0.06%	New
463	UR USCA RIA Houston, Texas	$387K	+$299K	1	0.19%	New
464	Conning Inc Hartford, Connecticut	$386K	+$298K	1	0.03%	New
465	Amalgamated Bank New York	$378K	+$292K	1	0.14%	New
466	Truist Financial Charlotte, North Carolina	$378K	+$385K	1	0.01%	New
467	AW Alpha Windward Westwood, Massachusetts	$376K	+$383K	1	0.3%	New
468	HIM Herald Investment Management London, United Kingdom	$373K	+$288K	1	0.17%	New
469	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$373K	+$288K	1	0.08%	New
470	HPCM High Pointe Capital Management Chicago, Illinois	$366K	+$373K	1	0.16%	New
471	DL Delta Lloyd Amsterdam, Netherlands	$363K	+$281K	1	0.01%	New
472	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$358K	+$277K	1	0.09%	New
473	Sterling Capital Management Charlotte, North Carolina	$358K	+$277K	1	0%	New
474	VAM Visium Asset Management New York	$358K	+$327K	2	0.01%	New
475	AIP Advanced Investment Partners Safety Harbor, Florida	$357K	+$353K	1	0.63%	New