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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
476	Reinhart Partners Mequon, Wisconsin	$1.99M	-$701K	1	0.14%	Reduced
477	IA Icon Advisers Greenwood Village, Colorado	$1.98M	+$365K	1	0.12%	Increased
478	HPA Hilltop Park Associates New York	$1.98M	+$1.64M	1	1.89%	New
479	abrdn Investment Management Edinburgh, United Kingdom	$1.96M	+$365K	2	0.01%	Increased
480	HL Financial Services Louisville, Kentucky	$1.95M	+$1.07M	2	0.06%	Increased
481	First Citizens Bank & Trust Raleigh, North Carolina	$1.89M	+$1.57M	1	0.16%	New
482	Advisors Asset Management Monument, Colorado	$1.87M	+$395K	2	0.03%	Increased
483	PM Platinum Management New York	$1.86M	+$1.64M	1	0.26%	New
484	DL Delta Lloyd Amsterdam, Netherlands	$1.86M	+$134K	2	0.06%	Increased
485	PCM Prelude Capital Management New York	$1.84M	+$1.25M	3	0.24%	Increased
486	AP Alydar Partners Boston, Massachusetts	$1.81M	+$1.5M	1	0.15%	New
487	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.8M	+$9.38K	1	0.01%	Increased
488	IAM ICM Asset Management Spokane, Washington	$1.77M	-$303K	1	1.67%	Reduced
489	DnB Asset Management Oslo, Norway	$1.77M	+$1.46M	1	0.04%	New
490	Guardian Capital (Canada) Toronto, Ontario, Canada	$1.76M	+$892K	2	0.03%	Increased
491	CI Constellation Investments Montgomery, Ohio	$1.73M	+$187K	2	0.4%	Increased
492	Norinchukin Bank Tokyo, Japan	$1.73M	-$148K	2	0.05%	Reduced
493	HAM Highstreet Asset Management London, Ontario, Canada	$1.72M	+$1.42M	1	0.38%	New
494	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.72M	+$1.45M	2	0.01%	New
495	William Blair & Company Chicago, Illinois	$1.71M	+$136	1	0%	Increased
496	Veritable Wilmington, Delaware	$1.69M	+$105K	2	0.04%	Increased
497	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.65M	+$1.36M	1	0.44%	New
498	Commonwealth Equity Services Waltham, Massachusetts	$1.64M	+$216K	1	0.02%	Increased
499	Daiwa Securities Group Tokyo, Japan	$1.64M	+$289K	2	0.01%	Increased
500	Meiji Yasuda Life Insurance Tokyo, Japan	$1.64M	+$842K	2	0.26%	Increased