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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
726	Impax Asset Management Group London, United Kingdom	$63.7M	+$391K	2	0.41%	Increased
727	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$63.5M	-$51.2M	2	9.35%	Reduced
728	Davidson Kempner Capital Management New York	$63.5M	+$9.37M	1	0.75%	Increased
729	NAAA New Age Alpha Advisors Rye, New York	$63.3M	-$1.08M	5	2.68%	Reduced
730	Clearstead Advisors Cleveland, Ohio	$63.2M	-$15.9M	7	0.6%	Reduced
731	Westwood Holdings Group Dallas, Texas	$62.8M	-$14.5M	3	0.47%	Reduced
732	Brown Brothers Harriman & Co New York	$62.8M	+$16.1M	4	0.28%	Increased
733	CGH Contrarius Group Holdings Hamilton, Bermuda	$62.5M	+$40.6M	1	2.88%	New
734	MAM Mark Asset Management New York	$62.3M	+$22M	1	4.19%	Increased
735	HUB Investment Partners Austin, Texas	$62.2M	+$7.98M	5	1.12%	Increased
736	FAS Formuepleje A/S Aarhus C, Denmark	$62.2M	+$35.8M	2	4.86%	Increased
737	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$62.2M	-$24.1M	3	1.18%	Reduced
738	TI Think Investments San Francisco, California	$61.9M	+$43.3M	1	7.31%	New
739	MAMU Marathon Asset Management (UK) London, United Kingdom	$61.8M	-$60.9M	1	2.51%	Reduced
740	Vestmark Advisory Solutions Wakefield, Massachusetts	$61M	+$12.3M	5	0.57%	Increased
741	Howard Capital Management Roswell, Georgia	$60.5M	+$23.6M	3	0.72%	Increased
742	CD Chapin Davis Baltimore, Maryland	$60.5M	+$25.6M	3	10.64%	Increased
743	FFM Fisher Funds Management Auckland, New Zealand	$60.5M	-$20.2M	2	1.72%	Reduced
744	Sanibel Captiva Trust Company Sanibel, Florida	$60.2M	-$321K	1	1.5%	Reduced
745	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$60.2M	+$1.37M	4	1.55%	Increased
746	CIA Covington Investment Advisors Ligonier, Pennsylvania	$60.1M	-$857K	1	7.77%	Reduced
747	Krilogy Financial St. Louis, Missouri	$60M	-$5.98M	5	1.77%	Reduced
748	NIG NFJ Investment Group Dallas, Texas	$59.9M	+$36.5M	2	2.03%	Increased
749	JWCA J.W. Cole Advisors Tampa, Florida	$59.7M	+$28.8M	3	1.02%	Increased
750	SG Sienna Gestion Paris, France	$59.4M	-$3.51M	2	3.48%	Reduced