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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	SM Southport Management Wilson, Wyoming	$2.03M	$0	1	2.62%	Maintained
452	Great Lakes Advisors Chicago, Illinois	$2.01M	+$5.89K	1	0.06%	Increased
453	HCS Harvest Capital Strategies San Francisco, California	$1.99M	+$1.92M	1	0.26%	New
454	JGC J. Goldman & Co New York	$1.98M	-$3.87M	1	0.12%	Reduced
455	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.96M	+$1.83M	1	0.38%	Increased
456	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.95M	-$54M	1	0.09%	Reduced
457	DVM Dreman Value Management West Palm Beach, Florida	$1.93M	+$567K	1	0.16%	Increased
458	MAM Meeder Asset Management Dublin, Ohio	$1.91M	-$1.45M	1	0.19%	Reduced
459	Cambridge Investment Research Advisors Fairfield, Iowa	$1.9M	+$91.6K	1	0.05%	Increased
460	Norinchukin Bank Tokyo, Japan	$1.88M	-$115K	2	0.05%	Reduced
461	CC Cipher Capital New York	$1.88M	+$1.31M	1	0.26%	Increased
462	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.85M	-$1.23M	2	0.06%	Reduced
463	ANI American National Insurance Galveston, Texas	$1.84M	$0	1	0.11%	Maintained
464	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.84M	$0	2	0.36%	Maintained
465	Twin Tree Management Dallas, Texas	$1.83M	+$1.97M	2	0.04%	Increased
466	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.82M	+$93.3K	1	0.69%	Increased
467	Nippon Life Insurance Tokyo, Japan	$1.82M	+$65.1K	2	0.04%	Increased
468	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.81M	-$7.03M	2	0.24%	Reduced
469	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$1.78M	+$335K	2	0.02%	Increased
470	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.76M	+$881K	2	0.78%	Increased
471	BCM BTC Capital Management Des Moines, Iowa	$1.75M	+$1.69M	1	0.41%	New
472	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.72M	-$192K	1	0.13%	Reduced
473	KP Keel Point Huntsville, Alabama	$1.71M	-$24.6K	1	0.81%	Reduced
474	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.7M	+$1.36M	2	0.22%	Increased
475	GCA Gideon Capital Advisors New York	$1.7M	+$750K	1	0.7%	Increased