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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	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.63M	+$37.1K	2	0.27%	Increased
502	TM Tiger Management New York	$1.62M	+$1.34M	1	0.59%	New
503	TCA Teewinot Capital Advisers New York	$1.62M	$0	1	0.91%	Maintained
504	Stephens Investment Management Group Houston, Texas	$1.62M	-$62.7K	1	0.05%	Reduced
505	Quantbot Technologies New York	$1.62M	+$1.34M	1	0.26%	New
506	DC Deere & Company Moline, Illinois	$1.61M	-$904K	1	0.09%	Reduced
507	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.58M	-$1.11M	3	0.05%	Reduced
508	BC Beaconlight Capital New York	$1.57M	+$1.3M	1	1.35%	New
509	Shelton Capital Management Denver, Colorado	$1.56M	+$143K	1	0.22%	Increased
510	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.56M	$0	2	0.12%	Maintained
511	Ladenburg Thalmann Financial Services Miami, Florida	$1.56M	+$211K	4	0.04%	Increased
512	FAM Fortaleza Asset Management Chicago, Illinois	$1.55M	+$734K	1	0.71%	Increased
513	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.54M	-$1.24M	1	0.2%	Reduced
514	BCM Basso Capital Management Stamford, Connecticut	$1.54M	+$1.36M	1	0.26%	New
515	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.53M	+$1.27M	1	0.23%	New
516	Ameritas Investment Partners Lincoln, Nebraska	$1.53M	+$154K	2	0.11%	Increased
517	T TradeWorx Red Bank, New Jersey	$1.53M	+$65.8K	2	1.24%	Increased
518	Saba Capital Management New York	$1.52M	-$995K	1	0.08%	Reduced
519	TC TFS Capital West Chester, Pennsylvania	$1.5M	+$809K	2	0.12%	Increased
520	Calamos Advisors Naperville, Illinois	$1.48M	-$19.4M	1	0.01%	Reduced
521	BMM Buffington Mohr McNeal Boise, Idaho	$1.48M	+$10.2K	1	0.82%	Increased
522	Amalgamated Bank New York	$1.48M	+$179K	3	0.22%	Increased
523	CCM Contrarian Capital Management Greenwich, Connecticut	$1.47M	-$3.09M	1	0.46%	Reduced
524	Baird Milwaukee, Wisconsin	$1.46M	+$542K	1	0.02%	Increased
525	LSV Asset Management Chicago, Illinois	$1.45M	+$1.2M	1	0%	New