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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
601	Jacobs Levy Equity Management Florham Park, New Jersey	$743K	+$153K	2	0.01%	Increased
602	MHS M Holdings Securities Portland, Oregon	$706K	+$17.2K	1	0.45%	Increased
603	Capstone Investment Advisors New York	$705K	-$286K	1	0.01%	Reduced
604	LMAM Legg Mason Asset Management Tokyo, Japan	$703K	-$53.8K	1	0.44%	Reduced
605	CAS CTC Alternative Strategies Chicago, Illinois	$695K	+$98.2K	1	0.58%	Increased
606	SIG Schooner Investment Group Wayne, Pennsylvania	$680K	-$818K	1	0.15%	Reduced
607	Raymond James Financial Services Advisors St. Petersburg, Florida	$674K	-$143K	1	0.04%	Reduced
608	ST Sentinel Trust Houston, Texas	$666K	-$21.2K	1	0.17%	Reduced
609	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$665K	-$2.48M	1	0.06%	Reduced
610	Prudential plc London, England, United Kingdom	$664K	+$550K	1	0%	New
611	GIM Grassi Investment Management Santa Clara, California	$662K	$0	1	0.14%	Maintained
612	RCM Rotella Capital Management Bellevue, Washington	$656K	+$543K	1	0.56%	New
613	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$656K	+$166K	1	0.13%	Increased
614	AC Argentiere Capital Zug, Switzerland	$655K	+$542K	1	0.3%	New
615	VFA Virtus Fund Advisers Hartford, Connecticut	$639K	+$539K	4	0%	New
616	TU TDAM USA Toronto, Ontario, Canada	$638K	-$82	1	0.03%	Reduced
617	CAM Carret Asset Management New York	$634K	$0	1	0.12%	Maintained
618	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$628K	+$549K	2	0.45%	New
619	SI Shaker Investments Cleveland, Ohio	$626K	+$518K	1	0.41%	New
620	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$614K	$0	1	0.08%	Maintained
621	Wilmington Trust Wilmington, Delaware	$613K	+$525K	2	0.01%	New
622	BIM BRC Investment Management Greenwood Village, Colorado	$603K	+$533K	1	0.09%	New
623	MAM Mark Asset Management New York	$593K	+$491K	1	0.16%	New
624	FDS First Dallas Securities Dallas, Texas	$586K	-$125K	1	0.35%	Reduced
625	MCM Mazama Capital Management Portland, Oregon	$583K	+$447K	1	0.16%	Increased