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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	BOTW Bank of the West Monterey Park, California	$6.59M	+$37.7K	2	0.83%	Increased
452	MCIM Meadow Creek Investment Management Atlanta, Georgia	$6.44M	-$1.45M	2	0.14%	Reduced
453	KC Kepos Capital New York	$6.43M	+$5.99M	2	0.58%	Increased
454	AHC Adell Harriman & Carpenter Houston, Texas	$6.22M	+$1.78M	1	1.32%	Increased
455	MAM Meeder Asset Management Dublin, Ohio	$6.09M	+$2.01M	3	0.52%	Increased
456	AIA Affinity Investment Advisors Newport Beach, California	$6.09M	+$3.45M	1	0.69%	Increased
457	SIM Sentry Investment Management Stevens Point, Wisconsin	$5.98M	$0	2	0.33%	Maintained
458	Maverick Capital Dallas, Texas	$5.94M	+$2.5M	1	0.07%	Increased
459	Calamos Wealth Management Naperville, Illinois	$5.92M	-$43.8K	1	0.77%	Reduced
460	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$5.9M	+$1.5M	2	0.57%	Increased
461	LMR Partners London, United Kingdom	$5.88M	+$3.01M	2	0.6%	Increased
462	JIR James Investment Research Alpha, Ohio	$5.83M	-$4.35K	3	0.2%	Reduced
463	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.74M	-$1.95M	3	0.04%	Reduced
464	Advisor Group Phoenix, Arizona	$5.72M	+$386K	4	0.08%	Increased
465	FQ First Quadrant Glendale, California	$5.59M	+$4.88M	3	0.11%	Increased
466	Algert Global San Francisco, California	$5.58M	+$169K	3	1.32%	Increased
467	Marshall Wace London, United Kingdom	$5.54M	-$37.4M	1	0.23%	Reduced
468	Ladenburg Thalmann Financial Services Miami, Florida	$5.52M	-$656K	5	0.05%	Reduced
469	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.34M	-$8.63K	3	0.24%	Reduced
470	MPAM Monarch Partners Asset Management Boston, Massachusetts	$5.33M	+$1.52M	1	0.5%	Increased
471	GIA Gargoyle Investment Advisor Englewood, New Jersey	$5.27M	-$583K	1	2.1%	Reduced
472	EVC Eidelman Virant Capital Saint Louis, Missouri	$5.26M	+$1.38M	1	3.08%	Increased
473	Hancock Whitney Gulfport, Mississippi	$5.1M	+$1.01M	3	0.21%	Increased
474	IA Icon Advisers Greenwood Village, Colorado	$5.1M	-$1.09M	1	0.35%	Reduced
475	AssetMark Inc Concord, California	$5.07M	+$49.6K	3	0.05%	Increased