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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	CIBC World Markets New York	$19.4M	+$16.1M	2	0.2%	Increased
202	AIG American International Group New York	$19.4M	+$77.8K	4	0.07%	Increased
203	PWAG Polaris Wealth Advisory Group San Rafael, California	$19.3M	-$1.1M	1	2.24%	Reduced
204	HighTower Advisors Chicago, Illinois	$19.1M	+$130K	3	0.21%	Increased
205	Edge Asset Management Seattle, Washington	$19M	-$11M	1	0.15%	Reduced
206	Retirement Systems of Alabama Montgomery, Alabama	$19M	-$986K	2	0.11%	Reduced
207	Associated Banc-Corp Green Bay, Wisconsin	$18.6M	+$6.84M	1	1.16%	Increased
208	B BP London, United Kingdom	$18.6M	+$939K	2	0.7%	Increased
209	TD Asset Management Toronto, Ontario, Canada	$18.5M	-$4.09M	3	0.03%	Reduced
210	Raymond James & Associates St Petersburg, Florida	$18.4M	-$2.41M	2	0.05%	Reduced
211	ProShare Advisors Bethesda, Maryland	$18.1M	+$3.15M	4	0.2%	Increased
212	Jane Street New York	$18.1M	+$9.25M	2	0.08%	Increased
213	FA Friess Associates Greenville, Delaware	$18.1M	+$15.5M	1	1.77%	New
214	CCI Credit Capital Investments Livingston, New Jersey	$18M	-$376K	1	22.95%	Reduced
215	Artemis Investment Management Edinburgh, United Kingdom	$17.7M	+$1.94M	1	0.48%	Increased
216	Teacher Retirement System of Texas Austin, Texas	$17.6M	+$13.7M	2	0.13%	Increased
217	Dai-ichi Life Insurance Company Tokyo, Japan	$17.5M	+$15.8M	2	0.52%	New
218	SI Sensato Investors San Francisco, California	$16.7M	+$8.69M	1	2.88%	Increased
219	ARTA A.R.T. Advisors New York	$16.6M	+$13.6M	2	0.99%	Increased
220	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.5M	-$2.23K	1	1.96%	Reduced
221	AGF Investments Inc Toronto, Ontario, Canada	$16.5M	+$15.8M	1	0.19%	New
222	MC Maplelane Capital New York	$16.4M	+$6.68M	1	0.69%	Increased
223	Walleye Trading New York	$16.4M	+$12.4M	4	0.12%	Increased
224	Tocqueville Asset Management New York	$16.3M	-$4.14M	1	0.21%	Reduced
225	Zurich Cantonal Bank Zurich, Switzerland	$16M	-$1.54M	4	0.17%	Reduced