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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	Jefferies Group New York	$16.7M	+$10.9M	2	0.16%	Increased
202	SEI Trust Company Oaks, Pennsylvania	$16.5M	+$6.87M	3	0.16%	Increased
203	OCMI Oaktop Capital Management II Chatham, New Jersey	$16.2M	$0	1	4.15%	Maintained
204	Highbridge Capital Management New York	$15.8M	+$234K	2	0.2%	Increased
205	PP PDT Partners New York	$15.7M	+$15M	3	0.38%	Increased
206	AIG American International Group New York	$15.7M	+$149K	4	0.07%	Increased
207	Analytic Investors Los Angeles, California	$15.6M	+$2.97M	1	0.24%	Increased
208	WCM Waterstone Capital Management St. Louis Park, Minnesota	$15.4M	+$1.01M	1	3.91%	Increased
209	TPSF Texas Permanent School Fund Austin, Texas	$14.9M	-$722K	2	0.15%	Reduced
210	Stifel Financial St. Louis, Missouri	$14.9M	+$14.8M	2	0.14%	New
211	Rothschild & Co Asset Management US Stamford, Connecticut	$14.8M	-$9.54M	2	0.33%	Reduced
212	SCM SkyTop Capital Management Rutherford, New Jersey	$14.7M	+$6.38M	1	7.25%	Increased
213	HCM Hodges Capital Management Dallas, Texas	$14.6M	-$66.3K	1	0.86%	Reduced
214	Munder Capital Management Birmingham, Michigan	$14.6M	-$565K	2	0.1%	Reduced
215	AA Ancient Art Austin, Texas	$14.3M	-$7.02M	1	3.72%	Reduced
216	Virtu KCG Holdings New York	$14.3M	+$10M	2	0.18%	Increased
217	Bridgewater Associates Westport, Connecticut	$14.2M	-$7.86M	2	0.12%	Reduced
218	CEP Chicago Equity Partners Chicago, Illinois	$14.2M	+$600K	3	0.39%	Increased
219	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.2M	-$3.25M	2	0.17%	Reduced
220	Aviva London, United Kingdom	$14M	+$898K	2	0.11%	Increased
221	Hancock Whitney Gulfport, Mississippi	$13.9M	-$68.5K	1	0.54%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$13.9M	+$139K	2	0.1%	Increased
223	BlackRock Advisors Wilmington, Delaware	$13.9M	-$1.9M	4	0.01%	Reduced
224	LBG Lloyds Banking Group London, United Kingdom	$13.8M	-$1.71M	2	0.12%	Reduced
225	SAM Shell Asset Management The Hague, Netherlands	$13.7M	+$8.17M	2	0.23%	Increased