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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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.2M	-$1.12M	2	0.26%	Reduced
477	PP Paloma Partners Greenwich, Connecticut	$4.16M	-$12.7M	3	0.06%	Reduced
478	OI Oakbrook Investments Lisle, Illinois	$4.16M	+$119K	1	0.27%	Increased
479	Stephens Investment Management Group Houston, Texas	$4.13M	$0	1	0.1%	Maintained
480	MAM Meeder Asset Management Dublin, Ohio	$4.12M	+$1.71M	3	0.45%	Increased
481	Hancock Whitney Gulfport, Mississippi	$4.08M	+$2.07M	2	0.17%	Increased
482	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.07M	$0	2	0.74%	Maintained
483	South Dakota Investment Council Sioux Falls, South Dakota	$4.05M	$0	2	0.08%	Maintained
484	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.05M	+$154K	3	0.06%	Increased
485	BCM BTC Capital Management Des Moines, Iowa	$4.04M	-$1.55M	1	0.72%	Reduced
486	RIM Rainier Investment Management Seattle, Washington	$4.03M	-$621K	1	0.95%	Reduced
487	Meiji Yasuda Life Insurance Tokyo, Japan	$4.01M	+$212K	2	0.59%	Increased
488	Nippon Life Insurance Tokyo, Japan	$4M	-$21.9K	2	0.08%	Reduced
489	IAM ICM Asset Management Spokane, Washington	$3.97M	+$298K	1	4.62%	Increased
490	TA TRB Advisors New York	$3.93M	+$3.16M	1	2.91%	New
491	NIMI Natixis Investment Managers International Paris, France	$3.91M	-$371K	2	0.34%	Reduced
492	Churchill Management Los Angeles, California	$3.87M	+$3.11M	1	0.1%	New
493	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.86M	-$66.5K	1	1.23%	Reduced
494	VC Vestor Capital Chicago, Illinois	$3.84M	+$52.6K	1	0.86%	Increased
495	VF Virtu Financial New York	$3.78M	+$3.04M	1	0.19%	New
496	FIM Freedom Investment Management Hartford, Connecticut	$3.78M	+$815K	2	0.21%	Increased
497	EVC Eidelman Virant Capital Saint Louis, Missouri	$3.77M	-$997K	1	2.24%	Reduced
498	Penserra Capital Management Orinda, California	$3.76M	+$1.03M	2	0.89%	Increased
499	Mirae Asset Global Investments Seoul, South Korea	$3.72M	+$650K	2	0.07%	Increased
500	3C 361 Capital Denver, Colorado	$3.68M	-$7.53M	2	0.71%	Reduced