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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.51M	+$148K	2	0.03%	Increased
477	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.51M	+$26.3K	1	2.78%	Increased
478	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.51M	+$1.26M	1	2.46%	New
479	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.5M	+$178K	2	0.04%	Increased
480	SM Sciencast Management Princeton, New Jersey	$1.47M	+$1.37M	2	0.64%	New
481	United Capital Financial Advisors Irving, Texas	$1.47M	+$73.8K	1	0.01%	Increased
482	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.46M	$0	2	0.19%	Maintained
483	Norinchukin Bank Tokyo, Japan	$1.45M	+$30.5K	2	0.04%	Increased
484	Mariner Overland Park, Kansas	$1.45M	+$154K	1	0.08%	Increased
485	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$1.44M	-$2.07M	2	0.31%	Reduced
486	ACM Aviance Capital Management Sarasota, Florida	$1.43M	+$75K	1	0.04%	Increased
487	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.43M	+$305K	1	0.33%	Increased
488	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.43M	$0	1	2.39%	Maintained
489	Suntrust Banks Atlanta, Georgia	$1.43M	+$120K	2	0.01%	Increased
490	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.42M	+$139K	1	0.26%	Increased
491	Nippon Life Insurance Tokyo, Japan	$1.39M	+$36K	2	0.03%	Increased
492	CWM Concert Wealth Management San Jose, California	$1.36M	+$234K	2	0.18%	Increased
493	FPCP Fort Point Capital Partners San Francisco, California	$1.35M	+$27.3K	1	0.66%	Increased
494	ANI American National Insurance Galveston, Texas	$1.34M	$0	1	0.08%	Maintained
495	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.3M	-$69.3K	2	0.54%	Reduced
496	UR USCA RIA Houston, Texas	$1.3M	+$896K	1	0.22%	Increased
497	MWVC Morgens Waterfall Vintiadis & Co New York	$1.26M	+$1.21M	1	1.17%	New
498	CHP Cable Hill Partners Portland, Oregon	$1.25M	+$22.8K	1	0.92%	Increased
499	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$1.24M	+$47.2K	1	0.11%	Increased
500	Cubist Systematic Strategies Stamford, Connecticut	$1.23M	+$866K	2	0.07%	Increased