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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	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.51M	-$100K	1	0.25%	Reduced
452	NCM Narwhal Capital Management Marietta, Georgia	$2.48M	+$149K	1	0.95%	Increased
453	HFA Harbert Fund Advisors Birmingham, Alabama	$2.47M	+$2.05M	1	2.86%	New
454	Churchill Management Los Angeles, California	$2.43M	-$4.13M	1	0.11%	Reduced
455	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.42M	-$149K	2	0.13%	Reduced
456	GGHC Gilder Gagnon Howe & Co New York	$2.4M	+$1.61M	2	0.03%	Increased
457	WCM Washington Capital Management Seattle, Washington	$2.37M	-$34.5K	1	0.88%	Reduced
458	KeyBank National Association Cleveland, Ohio	$2.36M	+$942K	2	0.02%	Increased
459	DIA Denver Investment Advisors Denver, Colorado	$2.31M	+$1.27M	1	0.07%	Increased
460	Flossbach Von Storch Cologne, Germany	$2.31M	+$1.91M	1	0.06%	New
461	CAM Cortina Asset Management Milwaukee, Wisconsin	$2.25M	-$53.2K	1	0.09%	Reduced
462	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$2.25M	+$345K	2	0.38%	Increased
463	Commerce Bank Kansas City, Missouri	$2.22M	-$105K	2	0.04%	Reduced
464	Amundi Asset Management US Boston, Massachusetts	$2.2M	-$8.57K	1	0.01%	Reduced
465	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.2M	+$1.94M	1	0.24%	New
466	Gotham Asset Management New York	$2.17M	+$1.55M	2	0.03%	Increased
467	NC Northpointe Capital Bloomfield Hills, Michigan	$2.15M	+$169K	1	0.21%	Increased
468	MWVC Morgens Waterfall Vintiadis & Co New York	$2.14M	+$1.77M	1	1.4%	New
469	TCM Tygh Capital Management Portland, Oregon	$2.13M	-$201K	1	0.45%	Reduced
470	Suntrust Banks Atlanta, Georgia	$2.09M	-$944K	2	0.01%	Reduced
471	IMS Index Management Solutions Philadelphia, Pennsylvania	$2.09M	+$596K	2	0.25%	Increased
472	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.08M	-$13.2M	2	0.03%	Reduced
473	MC Menta Capital San Francisco, California	$2.08M	+$316K	2	0.38%	Increased
474	EMG Ellington Management Group Old Greenwich, Connecticut	$2.04M	-$86.5K	4	0.95%	Reduced
475	LBG Lloyds Banking Group London, United Kingdom	$2.02M	-$13.8M	2	0.49%	Reduced