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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	IMAS ID Management A/S Randers, Denmark	$1.93M	$0	1	0.61%	Maintained
452	Fred Alger Management New York	$1.92M	-$21.9M	2	0.01%	Reduced
453	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.89M	+$12.4K	2	0.07%	Increased
454	Calamos Wealth Management Naperville, Illinois	$1.88M	+$527K	1	0.33%	Increased
455	Los Angeles Capital Management Los Angeles, California	$1.88M	-$4.98M	3	0.02%	Reduced
456	KeyBank National Association Cleveland, Ohio	$1.88M	+$346K	2	0.01%	Increased
457	CIBC World Markets New York	$1.86M	+$185K	2	0.05%	Increased
458	IAM ICM Asset Management Spokane, Washington	$1.82M	+$281K	1	2.65%	Increased
459	Chartwell Investment Partners Berywn, Pennsylvania	$1.79M	$0	1	0.03%	Maintained
460	SM Senvest Management New York	$1.78M	-$205K	1	0.15%	Reduced
461	South Dakota Investment Council Sioux Falls, South Dakota	$1.77M	$0	2	0.04%	Maintained
462	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.75M	+$351K	3	0.09%	Increased
463	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.73M	-$144K	1	0.21%	Reduced
464	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.73M	$0	2	0.37%	Maintained
465	GCP GSA Capital Partners London, United Kingdom	$1.68M	-$698K	2	0.09%	Reduced
466	PL Parkwood LLC Cleveland, Ohio	$1.67M	-$132K	1	0.28%	Reduced
467	FAM Fortaleza Asset Management Chicago, Illinois	$1.66M	+$1.58M	1	1.36%	Increased
468	CIC Canal Insurance Company Greenville, South Carolina	$1.65M	$0	1	0.54%	Maintained
469	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.65M	-$2.64M	2	0.05%	Reduced
470	VWA V Wealth Advisors Overland Park, Kansas	$1.65M	-$25.2K	1	1.35%	Reduced
471	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.58M	+$652K	3	0.2%	Increased
472	Ladenburg Thalmann Financial Services Miami, Florida	$1.57M	+$51.8K	4	0.03%	Increased
473	ACM Ativo Capital Management Chicago, Illinois	$1.54M	+$1.47M	1	0.38%	New
474	P Pitcairn Conshohocken, Pennsylvania	$1.51M	+$789K	2	0.19%	Increased
475	CIM Calvert Investment Management Bethesda, Maryland	$1.51M	+$693K	2	0.06%	Increased