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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
576	BHA Beech Hill Advisors New York	$420K	-$590K	1	0.2%	Reduced
577	CAS CTC Alternative Strategies Chicago, Illinois	$414K	+$416K	1	0.23%	New
578	GGHC Gilder Gagnon Howe & Co New York	$405K	+$407K	1	0.01%	New
579	Picton Mahoney Asset Management Toronto, Ontario, Canada	$398K	-$7.71M	1	0.02%	Reduced
580	SM Senvest Management New York	$398K	-$90K	1	0.03%	Reduced
581	BGA Belmont Global Advisors Dallas, Texas	$397K	-$38K	1	0.33%	Reduced
582	PCM Perritt Capital Management Chicago, Illinois	$395K	+$396K	1	0.06%	New
583	TC TFS Capital West Chester, Pennsylvania	$394K	+$151K	2	0.03%	Increased
584	OMERS Administration Corp Toronto, Ontario, Canada	$393K	+$394K	1	0.01%	New
585	Gabelli Funds Rye, New York	$392K	$0	1	0%	Maintained
586	Segall Bryant & Hamill Chicago, Illinois	$388K	+$16.5K	1	0.01%	Increased
587	People's United Financial Bridgeport, Connecticut	$384K	+$386K	1	0.02%	New
588	P Pitcairn Conshohocken, Pennsylvania	$374K	-$41.5K	1	0.04%	Reduced
589	Janney Montgomery Scott Philadelphia, Pennsylvania	$372K	-$368K	1	0.01%	Reduced
590	Gotham Asset Management New York	$363K	-$156K	1	0.01%	Reduced
591	GVT Genesee Valley Trust Pittsford, New York	$359K	-$190K	1	0.23%	Reduced
592	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$356K	+$4.28K	1	0.08%	Increased
593	JIP Jaffetilchin Investment Partners Tampa, Florida	$353K	+$5.63K	1	0.14%	Increased
594	FHC First Heartland Consultants Lake St. Louis, Missouri	$349K	$0	1	0.17%	Maintained
595	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$338K	$0	1	0.09%	Maintained
596	HC HHG & Company Darien, Connecticut	$336K	$0	1	0.11%	Maintained
597	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$327K	-$422K	1	0.07%	Reduced
598	Victory Capital Management San Antonio, Texas	$319K	-$22.6M	1	0%	Reduced
599	Hennessy Advisors Inc Novato, California	$314K	+$315K	1	0.01%	New
600	BIG Blackthorn Investment Group Overland Park, Kansas	$313K	-$137K	1	0.34%	Reduced