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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
501	Nippon Life Global Investors Americas New York	$133M	+$4.29M	2	5.29%	Increased
502	Oberweis Asset Management Lisle, Illinois	$132M	+$22.4M	4	2.74%	Increased
503	MCM Mill Capital Management Concord, North Carolina	$131M	-$15.9M	2	8.78%	Reduced
504	Jump Financial Chicago, Illinois	$130M	-$113M	7	1.04%	Reduced
505	Milford Funds Auckland,	$130M	-$112M	2	2.11%	Reduced
506	Kovitz Investment Group Partners Chicago, Illinois	$129M	-$73.9M	4	2.87%	Reduced
507	Munro Partners Melbourne, Australia	$129M	+$78M	2	2.84%	Increased
508	TS Triglav Skladi Ljubljana, Slovenia	$129M	-$4.59M	4	6.79%	Reduced
509	HCM Horiko Capital Management New York	$127M	-$17.1M	2	22.35%	Reduced
510	MSR Main Street Research Lakeville, Connecticut	$126M	-$346K	2	5.96%	Reduced
511	SteelPeak Wealth Woodland Hills, California	$126M	-$34.8M	4	3.26%	Reduced
512	Vise Technologies New York	$126M	+$41.1M	6	1.42%	Increased
513	Badgley Phelps Wealth Managers Seattle, Washington	$125M	+$3.55M	3	2.19%	Increased
514	SPC Stony Point Capital New York	$124M	+$22M	2	8.07%	Increased
515	Blackstone Inc New York	$124M	+$72.1M	3	0.32%	Increased
516	Moneta Group Investment Advisors St Louis, Missouri	$124M	-$3.45M	3	0.92%	Reduced
517	Banque Pictet & Cie Geneva 73, Switzerland	$124M	-$45.4M	2	0.78%	Reduced
518	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$124M	-$16.6M	2	5.16%	Reduced
519	JSC Jackson Square Capital San Francisco, California	$123M	-$8.42M	2	17.08%	Reduced
520	ELI Empire Life Investments Toronto, Ontario, Canada	$122M	-$58.1M	2	6.83%	Reduced
521	VF Virtu Financial New York	$122M	-$221M	5	3.85%	Reduced
522	J. Safra Sarasin Holding	$122M	+$54.8M	3	1.75%	Increased
523	CUAMC China Universal Asset Management Company Shanghai, China	$122M	+$13.6M	4	7.3%	Increased
524	LGT Group Foundation Vaduz, Liechtenstein	$122M	-$27.3M	2	1.38%	Reduced
525	DFO Duquesne Family Office New York	$121M	+$23.2M	3	2.33%	Increased