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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
551	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.15M	$0	1	1.57%	Maintained
552	AMI Amica Mutual Insurance Providence, Rhode Island	$1.13M	$0	1	0.09%	Maintained
553	RGNCM R.G. Niederhoffer Capital Management New York	$1.13M	+$357K	1	6.1%	Increased
554	RAM RWC Asset Management London, United Kingdom	$1.12M	+$966K	2	0.1%	New
555	SCA Secor Capital Advisors New York	$1.08M	+$957K	1	0.57%	New
556	DTL Dynamic Technology Lab Singapore	$1.07M	+$227K	5	0.51%	Increased
557	PEAK6 Group Chicago, Illinois	$1.06M	-$8.19M	2	0.01%	Reduced
558	OA Oak Associates Akron, Ohio	$1.04M	-$343K	1	0.13%	Reduced
559	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.03M	+$889K	1	0.18%	New
560	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.03M	+$850K	1	0.12%	New
561	Truist Financial Charlotte, North Carolina	$1.03M	+$164K	2	0.03%	Increased
562	E. Ohman J:or Asset Management Stockholm, Sweden	$1.01M	$0	2	0.25%	Maintained
563	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.01M	-$810K	1	0.12%	Reduced
564	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$989K	+$818K	1	0.1%	New
565	Fifth Third Bancorp Cincinnati, Ohio	$984K	-$17.1K	3	0.01%	Reduced
566	PAM PartnerRe Asset Management Greenwich, Connecticut	$983K	-$107K	2	0.17%	Reduced
567	MPA Marvin & Palmer Associates Wilmington, Delaware	$978K	+$864K	1	0.85%	New
568	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$972K	+$408K	2	0.2%	Increased
569	FIM Fruth Investment Management Houston, Texas	$966K	$0	1	0.44%	Maintained
570	LIA LS Investment Advisors Bloomfield Hills, Michigan	$955K	-$39.8K	2	0.08%	Reduced
571	CC ClearArc Capital Cincinnati, Ohio	$929K	+$209K	2	0.21%	Increased
572	RCM Reynolds Capital Management Las Vegas, Nevada	$928K	+$526K	2	0.63%	Increased
573	M&T Bank Buffalo, New York	$915K	+$13.3K	2	0.04%	Increased
574	CONA Capital One National Association New York	$903K	+$478K	2	0.08%	Increased
575	ICM IMS Capital Management Portland, Oregon	$901K	-$191K	1	0.98%	Reduced