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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
701	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$67.9M	-$10.4M	1	1.14%	Reduced
702	Jefferies Financial Group New York	$67.8M	+$11.6M	6	0.45%	Increased
703	SFI Siemens Fonds Invest Munich, Germany	$67.7M	-$792K	3	3.32%	Reduced
704	TAMH Taikang Asset Management (HK) Hong Kong	$67.6M	-$8.66M	1	6.16%	Reduced
705	CCI Credit Capital Investments Livingston, New Jersey	$67.6M	-$2.72M	1	38.7%	Reduced
706	AAP Ardsley Advisory Partners Stamford, Connecticut	$67.1M	-$19.4M	3	6.98%	Reduced
707	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$67M	-$1.2M	1	3.39%	Reduced
708	EULAV Asset Management Sarasota, Florida	$66.8M	-$3.59M	2	2.13%	Reduced
709	Capital Wealth Planning Naples, Florida	$66.4M	-$9.13M	3	0.33%	Reduced
710	Guinness Asset Management London, United Kingdom	$66M	-$16.4M	1	1.12%	Reduced
711	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$66M	-$1.25M	4	1.88%	Reduced
712	Hillsdale Investment Management Toronto, Ontario, Canada	$65.9M	-$4.91M	4	1.5%	Reduced
713	MSA MUFG Securities Americas New York	$65.7M	+$3.61M	3	3.37%	Increased
714	UMB Bank Kansas City, Missouri	$65.6M	-$6.08K	5	0.83%	Reduced
715	Arbejdsmarkedets Tillaegspension Hilleroed,	$65.5M	-$35.8M	2	1.43%	Reduced
716	Gradient Investments Arden Hills, Minnesota	$65.1M	+$1.93M	1	0.9%	Increased
717	MAM Meeder Asset Management Dublin, Ohio	$65M	-$5.45M	3	3.32%	Reduced
718	North Dakota State Investment Board Bismarck, North Dakota	$64.8M	+$1.99M	5	2.63%	Increased
719	Apollon Wealth Management Mount Pleasant, South Carolina	$64.7M	+$3.05M	4	0.79%	Increased
720	HIC Harbor Island Capital Topsfield, Massachusetts	$64.5M	-$3.31M	1	17.18%	Reduced
721	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$64.4M	-$4.9M	3	6.1%	Reduced
722	NGA Naples Global Advisors Naples, Florida	$64.1M	-$4.15M	2	3.96%	Reduced
723	Equitable Holdings New York	$64.1M	-$1.79M	5	0.38%	Reduced
724	Choreo LLC Rockford, Illinois	$64M	-$922K	4	0.7%	Reduced
725	Cullen/Frost Bankers San Antonio, Texas	$63.7M	+$6.34M	5	0.63%	Increased