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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	ING Group Amsterdam, Netherlands	$2.95M	-$1.26M	2	0.06%	Reduced
502	EMG Ellington Management Group Old Greenwich, Connecticut	$2.94M	+$2.67M	2	0.42%	Increased
503	CL CSS LLC Chicago, Illinois	$2.93M	+$3.04M	1	0.14%	New
504	ICRM Insight Capital Research & Management Walnut Creek, California	$2.93M	+$53.4K	2	1.72%	Increased
505	Hudson Bay Capital Management Stamford, Connecticut	$2.89M	-$2.41M	1	0.06%	Reduced
506	Meiji Yasuda Life Insurance Tokyo, Japan	$2.88M	+$414K	2	0.44%	Increased
507	VC Vestor Capital Chicago, Illinois	$2.87M	+$14.8K	1	0.7%	Increased
508	SFM Sphera Funds Management Tel Aviv, Israel	$2.86M	+$2.95M	2	0.49%	New
509	HT HAP Trading New York	$2.84M	-$14.6M	1	0.15%	Reduced
510	FFA First Foundation Advisors Irvine, California	$2.83M	+$1.84M	2	0.17%	Increased
511	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$2.82M	-$883K	1	0.04%	Reduced
512	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.8M	$0	2	0.35%	Maintained
513	ID Integral Derivatives New York	$2.78M	+$116K	1	0.06%	Increased
514	KeyBank National Association Cleveland, Ohio	$2.77M	-$818K	2	0.02%	Reduced
515	Ladenburg Thalmann Financial Services Miami, Florida	$2.76M	+$246K	5	0.03%	Increased
516	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.74M	+$1.31M	1	0.35%	Increased
517	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.74M	+$668K	3	0.14%	Increased
518	IAM ICM Asset Management Spokane, Washington	$2.73M	+$104K	1	3.43%	Increased
519	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$2.73M	-$139K	1	0.19%	Reduced
520	VWA V Wealth Advisors Overland Park, Kansas	$2.73M	-$37.3K	2	1.28%	Reduced
521	QAM Quantres Asset Management Cayman, Cayman Islands	$2.71M	+$1.9M	2	1.76%	Increased
522	Trexquant Investment Stamford, Connecticut	$2.68M	+$2.39M	3	0.73%	Increased
523	IAM Ion Asset Management Herzliya, Israel	$2.67M	-$887K	1	0.88%	Reduced
524	DM Delphi Management Brookline, Massachusetts	$2.58M	-$667K	1	1.43%	Reduced
525	AIA Affinity Investment Advisors Newport Beach, California	$2.58M	-$2.84M	1	0.31%	Reduced