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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	CHP Cable Hill Partners Portland, Oregon	$1.88M	+$277K	1	0.85%	Increased
527	Natixis Paris, France	$1.88M	-$113M	2	0.02%	Reduced
528	SM Senvest Management New York	$1.87M	$0	1	0.13%	Maintained
529	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.87M	+$326K	2	1.34%	Increased
530	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.86M	-$1.06M	2	0.04%	Reduced
531	NIMI Natixis Investment Managers International Paris, France	$1.84M	+$1.68M	2	0.17%	New
532	Meiji Yasuda Life Insurance Tokyo, Japan	$1.83M	-$175K	2	0.3%	Reduced
533	EP Elkfork Partners Portland, Oregon	$1.82M	+$1.56M	2	0.06%	New
534	LTI Laffer Tengler Investments Nashville, Tennessee	$1.8M	+$1.73M	1	0.48%	New
535	Tower Research Capital (TRC) New York	$1.79M	+$1.56M	3	0.19%	New
536	Tudor Investment Corp Stamford, Connecticut	$1.77M	-$1.58M	2	0.05%	Reduced
537	CIM Contrarius Investment Management St. Helier, Jersey	$1.77M	-$9.56M	1	0.13%	Reduced
538	WSA Wall Street Associates Lajolla, California	$1.76M	-$163K	2	1.17%	Reduced
539	ETrade Capital Management Arlington, Virginia	$1.76M	+$209K	2	0.08%	Increased
540	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.74M	-$1.21M	2	0.05%	Reduced
541	Jupiter Investment Management London, United Kingdom	$1.73M	-$18.9M	1	0.03%	Reduced
542	SAM Symphony Asset Management San Francisco, California	$1.73M	+$774K	1	0.18%	Increased
543	Mariner Overland Park, Kansas	$1.72M	-$151K	1	0.08%	Reduced
544	Baird Financial Group Milwaukee, Wisconsin	$1.72M	-$235K	2	0.01%	Reduced
545	Regions Financial Corp Birmingham, Alabama	$1.71M	+$12.6K	1	0.02%	Increased
546	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.69M	-$603K	3	0.08%	Reduced
547	Banco Santander Madrid, Spain	$1.69M	+$1.55M	1	0.04%	New
548	Ameritas Investment Partners Lincoln, Nebraska	$1.66M	$0	2	0.08%	Maintained
549	PineBridge Investments New York	$1.66M	-$716K	3	0.05%	Reduced
550	Cambridge Investment Research Advisors Fairfield, Iowa	$1.65M	-$110K	2	0.03%	Reduced