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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
476	LCM Leonard Capital Management Vero Beach, Florida	$1.7M	+$2.4M	1	0.59%	New
477	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.68M	+$1.97M	1	0.12%	Increased
478	DM Diker Management New York	$1.68M	-$1.98M	2	0.29%	Reduced
479	WCM Washington Capital Management Seattle, Washington	$1.67M	$0	1	0.94%	Maintained
480	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.64M	+$115K	1	0.01%	Increased
481	ECM Empire Capital Management Westport, Connecticut	$1.63M	+$1.57M	1	0.94%	New
482	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.62M	+$427K	2	1.01%	Increased
483	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.61M	+$136K	1	0.44%	Increased
484	WSA Wall Street Associates Lajolla, California	$1.61M	-$23.6K	1	0.15%	Reduced
485	O'Shaughnessy Asset Management Stamford, Connecticut	$1.59M	-$995K	2	0.03%	Reduced
486	Verition Fund Management Greenwich, Connecticut	$1.56M	+$708K	1	0.27%	Increased
487	OFI Advisors Philadelphia, Pennsylvania	$1.55M	+$220K	2	0.09%	Increased
488	Constellation Investments Montgomery, Ohio	$1.54M	+$23.8K	2	0.29%	Increased
489	Hodges Capital Management Dallas, Texas	$1.53M	-$10.5M	1	0.06%	Reduced
490	Synovus Financial Columbus, Georgia	$1.51M	-$394K	1	0.04%	Reduced
491	Crosslink Capital Menlo Park, California	$1.51M	+$137K	1	0.22%	Increased
492	CIC Canal Insurance Company Greenville, South Carolina	$1.51M	+$2.13M	1	0.51%	New
493	Leuthold Group Minneapolis, Minnesota	$1.5M	-$5.34M	1	0.14%	Reduced
494	TMC Trellus Management Company Delray Beach, Florida	$1.5M	+$1.72M	1	1.7%	Increased
495	Reinhart Partners Mequon, Wisconsin	$1.49M	+$610K	1	0.14%	Increased
496	Hennessy Advisors Inc Novato, California	$1.48M	-$50.6K	1	0.04%	Reduced
497	Ladenburg Thalmann Financial Services Miami, Florida	$1.46M	+$28.7K	5	0.03%	Increased
498	CCM Coe Capital Management Highland Park, Illinois	$1.43M	+$1.41M	1	0.52%	New
499	ED Exane Derivatives Paris, France	$1.42M	+$1.23M	1	0.15%	Increased
500	Stephens Investment Management Group Houston, Texas	$1.42M	-$737K	1	0.04%	Reduced