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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	MC Mathes Company New York	$3.99M	-$35.3K	1	2.12%	Reduced
452	BCM BTC Capital Management Des Moines, Iowa	$3.99M	-$120K	1	0.74%	Reduced
453	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.98M	+$303K	2	0.16%	Increased
454	Shelton Capital Management Denver, Colorado	$3.96M	+$423K	2	0.27%	Increased
455	Scotia Capital Toronto, Ontario, Canada	$3.9M	+$3.21M	2	0.07%	Increased
456	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.87M	-$509K	2	0.26%	Reduced
457	Amalgamated Bank New York	$3.83M	-$370K	3	0.19%	Reduced
458	GIM Goelzer Investment Management Carmel, Indiana	$3.83M	-$1.97M	1	0.48%	Reduced
459	MC Menta Capital San Francisco, California	$3.81M	+$1.82M	3	0.37%	Increased
460	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.77M	+$756K	2	0.06%	Increased
461	SPM Symmetry Peak Management Radnor, Pennsylvania	$3.73M	-$940K	1	0.56%	Reduced
462	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.72M	-$41K	3	0.19%	Reduced
463	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.6M	+$3.04M	1	0.04%	New
464	Sumitomo Life Insurance Tokyo, Japan	$3.54M	-$49.6K	1	0.5%	Reduced
465	Advisors Asset Management Monument, Colorado	$3.49M	-$361K	1	0.06%	Reduced
466	FAT First American Trust Santa Ana, California	$3.45M	-$57.9K	1	1.05%	Reduced
467	Cubist Systematic Strategies Stamford, Connecticut	$3.4M	+$2M	2	0.24%	Increased
468	Fisher Asset Management Camas, Washington	$3.4M	+$1.12M	1	0.01%	Increased
469	KeyBank National Association Cleveland, Ohio	$3.34M	+$53.4K	2	0.02%	Increased
470	Norinchukin Bank Tokyo, Japan	$3.31M	+$185K	2	0.07%	Increased
471	Whittier Trust South Pasadena, California	$3.29M	+$2.95M	2	0.13%	Increased
472	Kentucky Retirement Systems Frankfort, Kentucky	$3.26M	-$384K	2	0.25%	Reduced
473	People's United Financial Bridgeport, Connecticut	$3.25M	-$3.37M	2	0.11%	Reduced
474	SAM Strategy Asset Managers Pasadena, California	$3.19M	-$57.8K	1	0.69%	Reduced
475	GS GAM Systematic Cambridge, United Kingdom	$3.17M	-$1.3M	2	0.62%	Reduced