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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	NC Northpointe Capital Bloomfield Hills, Michigan	$3.98M	+$1.08M	1	0.42%	Increased
452	BPM Bowling Portfolio Management Cincinnati, Ohio	$3.96M	-$1.39M	1	0.58%	Reduced
453	FP FDO Partners Cambridge, Massachusetts	$3.94M	+$4.08M	1	0.84%	New
454	TCM Tygh Capital Management Portland, Oregon	$3.9M	-$2.46M	1	0.88%	Reduced
455	VIA Virtus Investment Advisers Hartford, Connecticut	$3.89M	-$1.02M	2	0.38%	Reduced
456	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.86M	+$25.9K	3	0.19%	Increased
457	Daiwa Securities Group Tokyo, Japan	$3.85M	+$490K	2	0.02%	Increased
458	AAM AO Asset Management New York	$3.82M	+$3.75M	1	0.93%	New
459	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.8M	+$673K	1	2.19%	Increased
460	Kornitzer Capital Management Shawnee Mission, Kansas	$3.8M	-$3.74M	1	0.07%	Reduced
461	EI EAM Investors Solana Beach, California	$3.75M	+$3.9M	1	0.62%	New
462	Advisor Group Phoenix, Arizona	$3.74M	+$906K	4	0.07%	Increased
463	Norinchukin Bank Tokyo, Japan	$3.74M	+$230K	2	0.08%	Increased
464	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.73M	-$508K	2	0.15%	Reduced
465	Schonfeld Strategic Advisors New York	$3.71M	+$2.14M	3	0.38%	Increased
466	QS Investors New York	$3.67M	-$1.48M	2	0.03%	Reduced
467	Whittier Trust South Pasadena, California	$3.67M	+$51.3K	2	0.14%	Increased
468	FHAM Folger Hill Asset Management New York	$3.65M	+$3.67M	2	0.33%	New
469	PHK Point72 Hong Kong Hong Kong	$3.65M	+$3.55M	3	3.79%	Increased
470	RIM Rainier Investment Management Seattle, Washington	$3.62M	-$6.17M	1	0.72%	Reduced
471	SI Sprott Inc Toronto, Ontario, Canada	$3.61M	-$953K	1	0.13%	Reduced
472	DL Delta Lloyd Amsterdam, Netherlands	$3.6M	+$195K	1	0.1%	Increased
473	Magnetar Financial Evanston, Illinois	$3.6M	+$3.73M	1	0.06%	New
474	Weiss Asset Management Boston, Massachusetts	$3.53M	+$3.66M	1	0.36%	New
475	PAM Paradigm Asset Management New York	$3.47M	-$1.52M	1	0.7%	Reduced