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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	TW Transform Wealth Greenwood Village, Colorado	$4.72M	-$79.3K	1	0.69%	Reduced
427	Empowered Funds Havertown, Pennsylvania	$4.69M	-$492K	2	1.96%	Reduced
428	Advisors Asset Management Monument, Colorado	$4.69M	-$806K	2	0.08%	Reduced
429	Barings Charlotte, North Carolina	$4.67M	-$1.36M	2	0.1%	Reduced
430	M&T Bank Buffalo, New York	$4.53M	-$452K	2	0.02%	Reduced
431	HIS Horizon Investment Services Hammond, Indiana	$4.46M	-$223K	1	3.03%	Reduced
432	EULAV Asset Management Sarasota, Florida	$4.44M	+$572K	1	0.17%	Increased
433	LW Linscomb Wealth Houston, Texas	$4.4M	+$145K	1	0.36%	Increased
434	Fisher Asset Management Camas, Washington	$4.39M	+$566K	1	0%	Increased
435	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.36M	-$58.4K	2	0.29%	Reduced
436	OCM Olstein Capital Management Purchase, New York	$4.32M	-$1.8M	1	0.7%	Reduced
437	SAM Shell Asset Management The Hague, Netherlands	$4.3M	-$30.6K	2	0.1%	Reduced
438	LSA L & S Advisors Los Angeles, California	$4.26M	-$1.76M	1	0.56%	Reduced
439	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.22M	-$105M	2	0.17%	Reduced
440	VF Virtu Financial New York	$4.07M	+$2.02M	1	0.24%	Increased
441	MNBTD Moody National Bank Trust Division Galveston, Texas	$4.04M	-$28K	1	0.11%	Reduced
442	Meag Munich Ergo Munich, Germany	$3.99M	+$364K	2	0.31%	Increased
443	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.95M	+$1.31M	1	0%	Increased
444	First Allied Advisory Services San Diego, California	$3.94M	-$302K	2	0.14%	Reduced
445	LMR Partners London, United Kingdom	$3.94M	+$2.05M	2	0.14%	Increased
446	ANI American National Insurance Galveston, Texas	$3.92M	$0	1	0.21%	Maintained
447	HCM Horiko Capital Management New York	$3.87M	$0	1	2.94%	Maintained
448	AC Apertura Capital Dallas, Texas	$3.86M	+$3.81M	1	1.34%	New
449	TCM Tegean Capital Management New York	$3.86M	$0	1	3.4%	Maintained
450	CSM CAMG Solamere Management Charlotte, North Carolina	$3.84M	+$29.4K	1	1.76%	Increased