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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
651	Walleye Trading New York	$77.3M	-$24M	3	0.09%	Reduced
652	Savant Capital Rockford, Illinois	$76.6M	+$36.3M	7	0.23%	Increased
653	DF DNCA Finance Paris, France	$76.5M	+$13.6M	1	3.7%	Increased
654	Ritholtz Wealth Management New York	$76.2M	+$8.57M	4	1.14%	Increased
655	Fiera Capital (Canada) Montreal, Quebec, Canada	$76.2M	+$3.21M	1	0.28%	Increased
656	PAMI Perseverance Asset Management International George Town, Cayman Islands	$76.1M	+$34.1M	2	7.77%	Increased
657	Baker Avenue Asset Management San Francisco, California	$75.8M	-$649K	3	1.43%	Reduced
658	Brookstone Capital Management Wheaton, Illinois	$75.7M	+$11.5M	5	0.76%	Increased
659	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$75.2M	+$5.14M	3	0.81%	Increased
660	Fideuram Asset Management (Ireland) Dublin 1,	$75.1M	+$61.3M	2	1.43%	Increased
661	Beacon Pointe Advisors Newport Beach, California	$74.8M	-$2.81M	5	0.35%	Reduced
662	LCM Logan Capital Management Newtown Square, Pennsylvania	$74.5M	+$48.4M	2	2.77%	New
663	RCYC Richard C. Young & Co Newport, Rhode Island	$74.4M	-$638K	1	5.48%	Reduced
664	Sapient Capital Indianapolis, Indiana	$73.8M	+$6.2M	2	0.97%	Increased
665	VA VestGen Advisors Inverness, Illinois	$73.1M	+$6.52M	6	2.13%	Increased
666	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$73.1M	+$212K	4	0.86%	Increased
667	UF Univest Financial Souderton, Pennsylvania	$72.9M	-$1.89M	2	3.58%	Reduced
668	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$72.8M	+$2.52M	3	5.29%	Increased
669	Crake Asset Management London, United Kingdom	$72.7M	-$96.7M	1	1.74%	Reduced
670	Empirical Finance Havertown, Pennsylvania	$72.7M	+$1.62M	3	3.02%	Increased
671	IAS Insigneo Advisory Services Miami, Florida	$72.1M	+$29.5M	4	2.7%	Increased
672	Royce & Associates New York	$71.9M	-$27.4M	2	0.58%	Reduced
673	Empirical Wealth Management Seattle, Washington	$71.8M	+$282K	4	1.05%	Increased
674	Stephens Investment Management Group Houston, Texas	$71.7M	+$9.41M	2	0.77%	Increased
675	Quadrant Capital Group Cincinnati, Ohio	$71.5M	-$1.17M	5	1.96%	Reduced