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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
676	Verition Fund Management Greenwich, Connecticut	$983K	-$128K	2	0.1%	Reduced
677	First Merchants Corp Muncie, Indiana	$971K	-$27K	2	0.27%	Reduced
678	ECM Everence Capital Management Goshen, Indiana	$970K	$0	2	0.24%	Maintained
679	TNAM Terra Nova Asset Management New York	$970K	+$29.3K	1	1.84%	Increased
680	AAP Ardsley Advisory Partners Stamford, Connecticut	$956K	-$4.86M	1	0.15%	Reduced
681	PTC Petrus Trust Company Dallas, Texas	$948K	+$964K	3	0.22%	New
682	State of Alaska Department of Revenue Juneau, Alaska	$945K	-$373K	3	0.06%	Reduced
683	Driehaus Capital Management Chicago, Illinois	$901K	-$475K	1	0.03%	Reduced
684	KM Kalos Management Alpharetta, Georgia	$888K	+$9.38K	1	0.81%	Increased
685	PineBridge Investments New York	$888K	-$1.28M	3	0.02%	Reduced
686	Brinker Capital Berwyn, Pennsylvania	$885K	-$2.31M	1	0.04%	Reduced
687	PCM Piermont Capital Management St. Louis, Missouri	$884K	-$3.1M	1	0.25%	Reduced
688	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$877K	+$351K	2	0.13%	Increased
689	Davis Selected Advisers Tucson, Arizona	$876K	-$221K	2	0%	Reduced
690	Cetera Advisors Denver, Colorado	$874K	+$520K	1	0.05%	Increased
691	CI Cavalier Investments Alpharetta, Georgia	$870K	$0	1	0.48%	Maintained
692	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$860K	-$293K	1	0.1%	Reduced
693	SCA Secor Capital Advisors New York	$855K	+$838K	1	0.08%	New
694	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$853K	+$260K	1	0.2%	Increased
695	RIM Regent Investment Management Louisville, Kentucky	$853K	+$573K	1	0.3%	Increased
696	BKA Brick & Kyle Associates Newtown, Pennsylvania	$851K	+$11.7K	1	0.73%	Increased
697	RAM Redmond Asset Management Henrico, Virginia	$849K	$0	1	0.4%	Maintained
698	Atria Investments Charlotte, North Carolina	$841K	+$274K	2	0.05%	Increased
699	Raymond James Trust St. Petersburg, Florida	$832K	+$30.2K	2	0.06%	Increased
700	SC Skylands Capital Milwaukee, Wisconsin	$830K	-$260K	1	0.11%	Reduced