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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	IMAS ID Management A/S Randers, Denmark	$1.47M	$0	1	0.47%	Maintained
427	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.46M	+$24.4K	2	0.18%	Increased
428	FP FDO Partners Cambridge, Massachusetts	$1.45M	+$329K	2	0.94%	Increased
429	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.45M	+$191K	1	0.82%	Increased
430	CIBC World Markets New York	$1.44M	-$573K	2	0.03%	Reduced
431	ING Group Amsterdam, Netherlands	$1.43M	-$1.94M	1	0.02%	Reduced
432	WCM Washington Capital Management Seattle, Washington	$1.39M	-$258K	1	1.02%	Reduced
433	PL Parkwood LLC Cleveland, Ohio	$1.39M	+$738K	1	0.23%	Increased
434	United Capital Financial Advisors Irving, Texas	$1.37M	-$305K	1	0.02%	Reduced
435	Chartwell Investment Partners Berywn, Pennsylvania	$1.36M	-$688K	1	0.03%	Reduced
436	TH Timber Hill Greenwich, Connecticut	$1.36M	-$335K	1	0.01%	Reduced
437	SAM Shell Asset Management The Hague, Netherlands	$1.35M	+$55.8K	2	0.03%	Increased
438	ACM Aviance Capital Management Sarasota, Florida	$1.33M	+$167K	1	0.04%	Increased
439	Virtu KCG Holdings New York	$1.33M	+$1.03M	4	0.04%	Increased
440	BCM Bluefin Capital Management New York	$1.33M	-$2.78M	1	0.13%	Reduced
441	KeyBank National Association Cleveland, Ohio	$1.32M	+$218K	2	0.01%	Increased
442	TP Truvvo Partners New York	$1.32M	+$34.9K	1	0.59%	Increased
443	CK Carnick & Kubik Colorado Springs, Colorado	$1.32M	+$29K	1	0.39%	Increased
444	Ladenburg Thalmann Financial Services Miami, Florida	$1.31M	-$197K	4	0.02%	Reduced
445	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.31M	+$53.5K	3	0.09%	Increased
446	Calamos Wealth Management Naperville, Illinois	$1.31M	+$1.15M	1	0.25%	New
447	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.28M	$0	2	0.17%	Maintained
448	Mariner Overland Park, Kansas	$1.27M	+$267K	1	0.08%	Increased
449	CIC Canal Insurance Company Greenville, South Carolina	$1.26M	+$447K	1	0.44%	Increased
450	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.25M	+$167K	1	0.25%	Increased