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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
426	Commonwealth Equity Services Waltham, Massachusetts	$616K	+$476K	1	0.01%	New
427	EWP Edmunds White Partners Richmond, Virginia	$606K	+$493K	1	0.98%	New
428	Ladenburg Thalmann Financial Services Miami, Florida	$591K	+$513K	4	0.02%	New
429	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$587K	+$454K	1	0.62%	New
430	ACMI Amida Capital Management II New York	$563K	+$574K	1	0.14%	New
431	GVT Genesee Valley Trust Pittsford, New York	$560K	+$493K	2	0.44%	New
432	DC Deere & Company Moline, Illinois	$559K	+$485K	1	0.03%	New
433	G GlobalBridge Minneapolis, Minnesota	$556K	+$430K	1	0.3%	New
434	PP Paloma Partners Greenwich, Connecticut	$552K	+$511K	2	0.03%	New
435	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$549K	+$411K	1	0.21%	New
436	Numeric Investors Boston, Massachusetts	$543K	+$420K	1	0.01%	New
437	CI Constellation Investments Montgomery, Ohio	$535K	+$414K	1	0.19%	New
438	Quantbot Technologies New York	$529K	+$535K	2	0.28%	New
439	DTL Dynamic Technology Lab Singapore	$521K	+$531K	1	0.54%	New
440	Highbridge Capital Management New York	$519K	+$410K	2	0.01%	New
441	DnB Asset Management Oslo, Norway	$494K	+$382K	1	0.01%	New
442	E. Ohman J:or Asset Management Stockholm, Sweden	$493K	+$420K	2	0.14%	New
443	MVA Mount Vernon Associates Baltimore, Maryland	$490K	+$379K	1	0.53%	New
444	TC TradeLink Capital Chicago, Illinois	$489K	+$378K	1	0.15%	New
445	GIM Grassi Investment Management Santa Clara, California	$479K	+$488K	1	0.13%	New
446	QIM Quantitative Investment Management Charlottesville, Virginia	$478K	+$488K	1	0.08%	New
447	RCM Reynolds Capital Management Las Vegas, Nevada	$466K	+$360K	1	0.34%	New
448	SHA Smith Hayes Advisers Lincoln, Nebraska	$466K	+$475K	1	0.19%	New
449	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$448K	+$352K	4	0.13%	New
450	Commerce Bank Kansas City, Missouri	$439K	+$448K	1	0.01%	New