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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	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$2.57M	$0	1	2.27%	Maintained
452	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.57M	+$29.4K	2	0.08%	Increased
453	HCS Harvest Capital Strategies San Francisco, California	$2.56M	-$519K	1	0.37%	Reduced
454	DM Delphi Management Brookline, Massachusetts	$2.52M	-$485K	1	1.57%	Reduced
455	DL Delta Lloyd Amsterdam, Netherlands	$2.49M	-$538K	2	0.08%	Reduced
456	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.48M	+$2.13M	3	0.88%	New
457	Trexquant Investment Stamford, Connecticut	$2.47M	+$1.45M	2	0.55%	Increased
458	Advent Capital Management New York	$2.42M	+$2.08M	1	0.04%	New
459	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2.42M	+$2.07M	2	0.58%	New
460	Calamos Wealth Management Naperville, Illinois	$2.42M	+$281K	1	0.41%	Increased
461	OI Oakbrook Investments Lisle, Illinois	$2.41M	-$325K	2	0.15%	Reduced
462	Fred Alger Management New York	$2.37M	+$196K	1	0.01%	Increased
463	SI Sprott Inc Toronto, Ontario, Canada	$2.37M	+$1.09M	1	0.08%	Increased
464	CMT Capital Markets Trading Frankfurt, Germany	$2.36M	+$1.69M	1	0.23%	Increased
465	PL Parkwood LLC Cleveland, Ohio	$2.35M	+$192K	2	0.35%	Increased
466	TCM Tributary Capital Management Omaha, Nebraska	$2.31M	$0	1	0.3%	Maintained
467	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.28M	+$2.19M	1	1.79%	New
468	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.27M	-$22.5K	2	0.08%	Reduced
469	Amalgamated Bank New York	$2.25M	+$9.89K	3	0.13%	Increased
470	FC FIC Capital New York	$2.25M	$0	1	1.01%	Maintained
471	GCP GSA Capital Partners London, United Kingdom	$2.25M	+$356K	4	0.12%	Increased
472	Stephens Investment Management Group Houston, Texas	$2.22M	+$1.22M	1	0.07%	Increased
473	IAM ICM Asset Management Spokane, Washington	$2.21M	-$118K	1	2.94%	Reduced
474	Walleye Trading New York	$2.18M	-$14.6M	3	0.01%	Reduced
475	South Dakota Investment Council Sioux Falls, South Dakota	$2.16M	$0	2	0.04%	Maintained