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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	SIG Schooner Investment Group Wayne, Pennsylvania	$1.34M	+$648K	1	0.31%	Increased
552	Reinhart Partners Mequon, Wisconsin	$1.32M	-$848K	1	0.1%	Reduced
553	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$1.27M	+$1.2M	1	0.15%	New
554	CC Columbia Capital Fullerton, California	$1.27M	+$1.2M	1	1.7%	New
555	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.26M	+$223K	2	0.3%	Increased
556	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.26M	+$1.18M	3	0.25%	Increased
557	AMI Amica Mutual Insurance Providence, Rhode Island	$1.25M	$0	1	0.1%	Maintained
558	ALPS Advisors Denver, Colorado	$1.23M	+$360K	2	0.01%	Increased
559	CCT Country Club Trust Kansas City, Missouri	$1.23M	-$175K	1	0.16%	Reduced
560	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.23M	+$624K	1	0.46%	Increased
561	PP Paloma Partners Greenwich, Connecticut	$1.22M	-$1.6M	2	0.06%	Reduced
562	AF Aldebaran Financial	$1.19M	-$120K	1	1.07%	Reduced
563	Truist Financial Charlotte, North Carolina	$1.17M	+$53.3K	2	0.04%	Increased
564	AHC Adell Harriman & Carpenter Houston, Texas	$1.15M	$0	1	0.32%	Maintained
565	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.14M	-$49.5K	1	1.67%	Reduced
566	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.14M	-$124K	1	0.06%	Reduced
567	Numeric Investors Boston, Massachusetts	$1.13M	-$2.2M	1	0.02%	Reduced
568	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.12M	-$11.3K	2	0.19%	Reduced
569	GAMCO Investors Greenwich, Connecticut	$1.12M	-$357K	1	0.01%	Reduced
570	IMAS ID Management A/S Randers, Denmark	$1.11M	+$1.05M	1	0.51%	New
571	Saba Capital Management New York	$1.1M	-$453K	1	0.06%	Reduced
572	EI EAM Investors Solana Beach, California	$1.08M	$0	1	0.22%	Maintained
573	BlueCrest Capital Management St Helier, Jersey	$1.07M	+$1.02M	1	0.04%	New
574	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.07M	-$13.2M	1	0.04%	Reduced
575	Creative Planning Overland Park, Kansas	$1.07M	-$185K	4	0.01%	Reduced