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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	Whittier Trust South Pasadena, California	$4.99M	+$159K	2	0.18%	Increased
452	AssetMark Inc Concord, California	$4.86M	+$3.2M	2	0.06%	Increased
453	IAM Integre Asset Management New York	$4.79M	-$4.22M	1	3.2%	Reduced
454	ERM Elm Ridge Management Briarcliff Manor, New York	$4.78M	-$2.04M	1	2.01%	Reduced
455	CMT Capital Markets Trading Frankfurt, Germany	$4.77M	+$1.41M	1	0.16%	Increased
456	MC Menta Capital San Francisco, California	$4.7M	-$2.13M	3	0.69%	Reduced
457	NC Northpointe Capital Bloomfield Hills, Michigan	$4.68M	-$451K	1	0.5%	Reduced
458	FHAM Folger Hill Asset Management New York	$4.63M	-$51.3K	1	0.4%	Reduced
459	JCM Jafra Capital Management New York	$4.55M	+$1.43M	2	1.69%	Increased
460	EMG Ellington Management Group Old Greenwich, Connecticut	$4.51M	+$510K	2	0.77%	Increased
461	CCM Cadence Capital Management Boston, Massachusetts	$4.49M	-$2.47M	2	0.28%	Reduced
462	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.45M	-$3.56M	1	5.47%	Reduced
463	VIA Virtus Investment Advisers Hartford, Connecticut	$4.45M	-$564K	2	0.47%	Reduced
464	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$4.42M	+$213K	2	0.43%	Increased
465	CL CSS LLC Chicago, Illinois	$4.36M	+$451K	2	0.21%	Increased
466	SAM Strategy Asset Managers Pasadena, California	$4.36M	-$90.2K	1	0.89%	Reduced
467	SEC Seven Eight Capital New York	$4.35M	-$3.49M	1	0.53%	Reduced
468	Kentucky Retirement Systems Frankfort, Kentucky	$4.34M	-$160K	2	0.33%	Reduced
469	AHC Adell Harriman & Carpenter Houston, Texas	$4.33M	+$3.48M	1	0.95%	New
470	AIM Alambic Investment Management Belvedere, California	$4.32M	+$506K	1	0.47%	Increased
471	OMERS Administration Corp Toronto, Ontario, Canada	$4.29M	+$1.44M	1	0.05%	Increased
472	AB AT Bancorp Dubuque, Iowa	$4.28M	-$1.47M	1	0.49%	Reduced
473	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.28M	+$809K	2	0.61%	Increased
474	HS HighVista Strategies Boston, Massachusetts	$4.24M	-$146K	1	0.96%	Reduced
475	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.21M	-$4.83M	1	0.41%	Reduced