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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
526	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.64M	-$84K	2	0.05%	Reduced
527	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$1.61M	+$835K	1	0.16%	Increased
528	RAM RWC Asset Management London, United Kingdom	$1.6M	+$375K	1	0.16%	Increased
529	Amalgamated Bank New York	$1.6M	+$65.5K	3	0.24%	Increased
530	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$1.59M	-$6.13M	1	0.09%	Reduced
531	LIM Leavell Investment Management Mobile, Alabama	$1.58M	+$64.8K	2	0.25%	Increased
532	Conning Inc Hartford, Connecticut	$1.55M	+$39.3K	2	0.08%	Increased
533	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.54M	+$1.46M	1	0.42%	New
534	Calamos Advisors Naperville, Illinois	$1.54M	$0	1	0.01%	Maintained
535	BMM Buffington Mohr McNeal Boise, Idaho	$1.54M	$0	1	0.87%	Maintained
536	DVM Dreman Value Management West Palm Beach, Florida	$1.53M	+$1.45M	1	0.12%	New
537	Ameritas Investment Partners Lincoln, Nebraska	$1.51M	-$87.5K	2	0.11%	Reduced
538	Synovus Financial Columbus, Georgia	$1.51M	+$573K	2	0.04%	Increased
539	WSA Wall Street Associates Lajolla, California	$1.5M	+$133K	1	0.15%	Increased
540	PCM Prelude Capital Management New York	$1.48M	-$378K	3	0.21%	Reduced
541	SC Scholtz & Company Stamford, Connecticut	$1.44M	+$204K	1	1.42%	Increased
542	1GA 1st Global Advisors Dallas, Texas	$1.43M	-$24K	1	0.22%	Reduced
543	HIM Herald Investment Management London, United Kingdom	$1.42M	$0	1	0.57%	Maintained
544	LBG Lloyds Banking Group London, United Kingdom	$1.42M	-$711K	2	0.39%	Reduced
545	TM Tiger Management New York	$1.41M	-$262K	1	0.37%	Reduced
546	GF Gerstein Fisher New York	$1.41M	+$1.03M	2	0.25%	Increased
547	KeyBank National Association Cleveland, Ohio	$1.4M	-$1.12M	2	0.01%	Reduced
548	FineMark National Bank & Trust Fort Myers, Florida	$1.4M	+$32.7K	2	0.22%	Increased
549	Oppenheimer & Co New York	$1.39M	-$1.46M	3	0.04%	Reduced
550	Eaton Vance Management Boston, Massachusetts	$1.35M	+$26.8K	1	0%	Increased