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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
201	DM Delphi Management Brookline, Massachusetts	$11.8M	+$7.35M	1	1.33%	Increased
202	SEI Trust Company Oaks, Pennsylvania	$11.6M	+$6.05M	2	0.13%	Increased
203	MAM Myriad Asset Management North Point, Hong Kong	$11.5M	+$9.54M	1	10.17%	New
204	SI Standard Investments New York	$11.5M	+$9.52M	1	2.19%	New
205	DIA Denver Investment Advisors Denver, Colorado	$11.5M	+$98K	1	0.24%	Increased
206	EVC Eidelman Virant Capital Saint Louis, Missouri	$11.4M	-$241K	1	5.91%	Reduced
207	CAM Centre Asset Management New York	$11.4M	+$4.99M	2	1.81%	Increased
208	Meag Munich Ergo Munich, Germany	$11.1M	-$23.5M	1	0.78%	Reduced
209	Bridgeway Capital Management Houston, Texas	$11M	+$8.46M	1	0.38%	Increased
210	ICOM Investment Counselors of Maryland Baltimore, Maryland	$10.9M	+$2.74M	1	0.46%	Increased
211	IRF IBM Retirement Fund Armonk, New York	$10.9M	-$1.38M	2	0.15%	Reduced
212	State of Michigan Retirement System Lansing, Michigan	$10.8M	+$72.7K	2	0.09%	Increased
213	Edge Asset Management Seattle, Washington	$10.7M	-$48.2K	1	0.13%	Reduced
214	Comerica Bank Dallas, Texas	$10.3M	-$54.7K	3	0.07%	Reduced
215	DCM Decatur Capital Management Decatur, Georgia	$10.3M	+$8.55M	1	2.17%	New
216	Capital Fund Management (CFM) Paris, France	$10.3M	-$3.21M	2	0.14%	Reduced
217	QIM Quantitative Investment Management Charlottesville, Virginia	$10.2M	+$8.03M	2	0.9%	Increased
218	ACI AMP Capital Investors Sydney, Australia	$10.1M	-$7.63M	2	0.08%	Reduced
219	CCM Cupps Capital Management Chicago, Illinois	$10.1M	+$3.87M	1	0.65%	Increased
220	Zacks Investment Management Chicago, Illinois	$10M	-$406K	2	0.43%	Reduced
221	SH SeaTown Holdings Singapore	$9.84M	+$8.22M	1	3.73%	New
222	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.77M	+$8.11M	1	0.63%	New
223	BLM Bennett Lawrence Management New York	$9.57M	-$282K	2	1.55%	Reduced
224	Macquarie Group Sydney, NSW 2000, Australia	$9.15M	+$1.73M	2	0.02%	Increased
225	TSU TD Securities (USA) New York	$9.07M	+$81.2K	2	0.17%	Increased