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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	NI Nepsis Inc Minneapolis, Minnesota	$5.06M	-$2.7M	1	2.56%	Reduced
477	WAS WESPAC Advisors SoCal Pasadena, California	$5M	-$91.4K	1	2.85%	Reduced
478	AMI Amica Mutual Insurance Providence, Rhode Island	$4.99M	-$206K	2	0.49%	Reduced
479	CEP Chicago Equity Partners Chicago, Illinois	$4.98M	+$2.07M	1	0.15%	Increased
480	Credit Agricole Montrouge Cedex, France	$4.88M	-$122M	3	0.33%	Reduced
481	CF Copperwynd Financial Scottsdale, Arizona	$4.83M	+$5.06M	1	3.52%	New
482	Kentucky Retirement Systems Frankfort, Kentucky	$4.76M	+$329K	2	0.34%	Increased
483	VC Vestor Capital Chicago, Illinois	$4.76M	+$782K	1	1.03%	Increased
484	Alphinity Investment Management Sydney, Australia	$4.76M	+$4.98M	1	4.27%	New
485	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.75M	-$1.53M	2	0.52%	Reduced
486	Pacer Advisors Malvern, Pennsylvania	$4.74M	+$1.61M	2	0.33%	Increased
487	DP DSAM Partners London, United Kingdom	$4.74M	-$20.5M	1	0.8%	Reduced
488	BPM Blue Pool Management Causeway Bay, Hong Kong	$4.69M	+$4.91M	1	2.22%	New
489	Suntrust Banks Atlanta, Georgia	$4.68M	-$2.9M	2	0.03%	Reduced
490	GH GAM Holding Zurich, Switzerland	$4.65M	+$2.75M	2	0.14%	Increased
491	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.63M	+$3.5M	1	0.13%	Increased
492	SVI Strategic Vision Investment Hong Kong	$4.6M	+$4.82M	1	4.66%	New
493	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.58M	+$502K	3	0.79%	Increased
494	Mirae Asset Global Investments Seoul, South Korea	$4.53M	+$702K	2	0.06%	Increased
495	KPF K2 Principal Fund Toronto, Ontario, Canada	$4.52M	+$4.74M	1	0.33%	New
496	SAM Shell Asset Management The Hague, Netherlands	$4.5M	+$1.22M	2	0.09%	Increased
497	IAM ICM Asset Management Spokane, Washington	$4.48M	+$344K	1	4.82%	Increased
498	CCM Cadence Capital Management Boston, Massachusetts	$4.45M	+$73.2K	2	0.28%	Increased
499	RCMC RK Capital Management (Colorado) Denver, Colorado	$4.43M	-$1.27M	1	0.93%	Reduced
500	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.42M	+$4.72M	1	0.29%	New