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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	Wolverine Trading Chicago, Illinois	$3.17M	-$6.21M	4	0.02%	Reduced
452	BBCM Boardman Bay Capital Management New York	$3.17M	+$1.3M	1	6.95%	Increased
453	HS HighVista Strategies Boston, Massachusetts	$3.14M	-$193K	1	0.62%	Reduced
454	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.11M	-$76.9K	3	0.16%	Reduced
455	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.1M	-$1.77M	1	0.42%	Reduced
456	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.08M	+$1.7M	2	0.05%	Increased
457	AIP ARS Investment Partners New York	$3.01M	+$2.58M	1	0.46%	New
458	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.96M	-$701K	2	0.15%	Reduced
459	ID Integral Derivatives New York	$2.95M	+$706K	2	0.05%	Increased
460	CC Cipher Capital New York	$2.94M	-$3.19M	2	0.2%	Reduced
461	SAM Strategy Asset Managers Pasadena, California	$2.94M	+$2.57M	1	0.64%	New
462	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.92M	+$217K	2	0.1%	Increased
463	Kentucky Retirement Systems Frankfort, Kentucky	$2.91M	-$115K	2	0.21%	Reduced
464	Schonfeld Strategic Advisors New York	$2.9M	+$1.95M	2	0.38%	Increased
465	Sculptor Capital New York	$2.9M	+$1.54M	1	0.02%	Increased
466	AR Advisory Research Chicago, Illinois	$2.89M	+$2.75M	1	0.04%	New
467	Hudson Bay Capital Management Stamford, Connecticut	$2.86M	+$1.24M	1	0.06%	Increased
468	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.85M	-$232K	2	0.12%	Reduced
469	Calamos Wealth Management Naperville, Illinois	$2.81M	+$111K	1	0.45%	Increased
470	Daiwa Securities Group Tokyo, Japan	$2.78M	+$1.54M	2	0.02%	Increased
471	FP FDO Partners Cambridge, Massachusetts	$2.76M	+$2.13M	1	1.11%	Increased
472	NN Investment Partners Holdings The Hague, Netherlands	$2.76M	-$1.14M	2	0.03%	Reduced
473	DL Delta Lloyd Amsterdam, Netherlands	$2.74M	+$62.8K	1	0.09%	Increased
474	PP Paloma Partners Greenwich, Connecticut	$2.74M	-$8.62M	2	0.03%	Reduced
475	Shelton Capital Management Denver, Colorado	$2.73M	-$355K	2	0.21%	Reduced