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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	Pacer Advisors Malvern, Pennsylvania	$3.15M	+$386K	2	0.28%	Increased
527	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$3.14M	-$432K	2	0.38%	Reduced
528	State of Alaska Department of Revenue Juneau, Alaska	$3.12M	+$1.61M	3	0.16%	Increased
529	SAM Sompo Asset Management Tokyo, Japan	$3.11M	-$2.03M	1	0.47%	Reduced
530	Regions Financial Corp Birmingham, Alabama	$3.09M	+$69.9K	1	0.04%	Increased
531	NONA Ninety One North America New York	$3.07M	$0	1	0.52%	Maintained
532	CEP Chicago Equity Partners Chicago, Illinois	$3.06M	-$2.2M	1	0.1%	Reduced
533	DM Delphi Management Brookline, Massachusetts	$3.04M	-$295K	1	1.7%	Reduced
534	MCM Millie Capital Management Walnut Creek, California	$3.04M	-$160K	1	2.48%	Reduced
535	LMR Partners London, United Kingdom	$3.01M	-$1.99M	3	0.33%	Reduced
536	Sumitomo Mitsui Financial Group Tokyo, Japan	$2.98M	+$2.28M	1	0.35%	Increased
537	ACM Ativo Capital Management Chicago, Illinois	$2.96M	-$101K	1	0.79%	Reduced
538	RAM Roanoke Asset Management Jersey City, New Jersey	$2.95M	-$299K	1	1.39%	Reduced
539	Mariner Overland Park, Kansas	$2.94M	$0	1	0.13%	Maintained
540	VWA V Wealth Advisors Overland Park, Kansas	$2.93M	-$544K	1	1.49%	Reduced
541	LTI Laffer Tengler Investments Nashville, Tennessee	$2.93M	-$187K	1	0.77%	Reduced
542	BBCM Boardman Bay Capital Management New York	$2.91M	-$1.13M	1	2.92%	Reduced
543	BIMC Benson Investment Management Company Roanoke, Virginia	$2.9M	+$29.2K	1	2.39%	Increased
544	AIA Affinity Investment Advisors Newport Beach, California	$2.87M	-$439K	1	0.33%	Reduced
545	FC FIC Capital New York	$2.8M	$0	2	1.07%	Maintained
546	AAM Azzad Asset Management Falls Church, Virginia	$2.79M	+$974K	1	0.93%	Increased
547	I IberiaBank Lafayette, Louisiana	$2.79M	+$156K	1	0.46%	Increased
548	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.78M	+$24K	2	0.27%	Increased
549	FAT First American Trust Santa Ana, California	$2.78M	-$8.54K	1	0.73%	Reduced
550	PineBridge Investments New York	$2.78M	+$1.43M	3	0.07%	Increased