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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
501	DG Davidson & Garrard Lynchburg, Virginia	$235K	+$240K	1	0.07%	New
502	FHC First Heartland Consultants Lake St. Louis, Missouri	$233K	+$180K	1	0.14%	New
503	FQ First Quadrant Glendale, California	$231K	+$235K	1	0.01%	New
504	MIU Man Investments (UK) London, United Kingdom	$228K	+$233K	1	0.05%	New
505	GMIM General Motors Investment Management New York	$226K	+$175K	1	0.02%	New
506	MIM Marco Investment Management Atlanta, Georgia	$222K	+$226K	1	0.06%	New
507	WSCM Wellington Shields Capital Management New York	$215K	+$166K	1	0.04%	New
508	Loomis, Sayles & Company Boston, Massachusetts	$214K	+$218K	1	0%	New
509	HC HHG & Company Darien, Connecticut	$203K	+$157K	1	0.08%	New
510	Parallax Volatility Advisers San Francisco, California	$201K	+$156K	1	0%	New
511	BIG Blackthorn Investment Group Overland Park, Kansas	$188K	+$146K	1	0.06%	New
512	WA WFG Advisors Dallas, Texas	$179K	+$140K	3	0.03%	New
513	GIS Guardian Investor Services New York	$177K	+$152K	2	0.15%	New
514	IC IKOS CIF Limassol, Cyprus	$177K	+$178K	1	0.33%	New
515	FMT First Mercantile Trust Cordova, Tennessee	$173K	+$176K	1	0.01%	New
516	BCA Benchmark Capital Advisors New York	$172K	+$149K	1	0.13%	New
517	GS Gagnon Securities New York	$170K	+$132K	1	0.06%	New
518	BNP Paribas Asset Management Paris, France	$169K	+$131K	1	0%	New
519	Robeco Institutional Asset Management Rotterdam, Netherlands	$161K	+$136K	2	0%	New
520	TCOV Trust Company of Vermont Brattleboro, Vermont	$161K	+$139K	1	0.03%	New
521	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$159K	+$119K	1	0.03%	New
522	Fifth Third Bancorp Cincinnati, Ohio	$158K	+$147K	2	0%	New
523	Envestnet Asset Management Chicago, Illinois	$154K	+$157K	1	0%	New
524	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$150K	+$116K	1	0.04%	New
525	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$149K	+$116K	1	0.05%	New