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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	PP Paloma Partners Greenwich, Connecticut	$402K	-$203K	1	0.02%	Reduced
502	MCM Manchester Capital Management Manchester, Vermont	$390K	-$7.19K	2	0.07%	Reduced
503	Ameritas Investment Partners Lincoln, Nebraska	$383K	+$318K	1	0.04%	New
504	SIM SSI Investment Management Los Angeles, California	$383K	+$366K	1	0.03%	New
505	FineMark National Bank & Trust Fort Myers, Florida	$379K	+$295K	2	0.09%	Increased
506	STRS Ohio Columbus, Ohio	$376K	+$312K	1	0%	New
507	OHCM Orchard Hill Capital Management New York	$374K	+$357K	1	0.02%	New
508	HAM Harber Asset Management Asheville, North Carolina	$371K	-$992K	1	0.49%	Reduced
509	Highbridge Capital Management New York	$368K	-$223K	1	0%	Reduced
510	NIM NuWave Investment Management Parsippany, New Jersey	$364K	+$348K	1	0.33%	New
511	Raymond James Financial Services Advisors St. Petersburg, Florida	$362K	-$2.7M	1	0.02%	Reduced
512	Mariner Overland Park, Kansas	$359K	+$5.33K	1	0.07%	Increased
513	TU TDAM USA Toronto, Ontario, Canada	$357K	+$296K	1	0.02%	New
514	Commerce Bank Kansas City, Missouri	$354K	-$147K	1	0.01%	Reduced
515	GCP GSA Capital Partners London, United Kingdom	$352K	-$50.5K	1	0.03%	Reduced
516	CC ClearArc Capital Cincinnati, Ohio	$331K	-$21.8K	1	0.09%	Reduced
517	Johnson Investment Counsel Cincinnati, Ohio	$327K	-$12.7K	1	0.01%	Reduced
518	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$325K	+$270K	1	0.01%	New
519	Suntrust Banks Atlanta, Georgia	$325K	-$3.42K	1	0%	Reduced
520	SIM Spark Investment Management New York	$319K	+$311K	1	0.07%	New
521	GLI Guardian Life Insurance New York	$317K	+$2.09K	2	0.03%	Increased
522	Prudential plc London, England, United Kingdom	$316K	$0	1	0%	Maintained
523	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$315K	-$73.3K	1	0.09%	Reduced
524	LIM Leavell Investment Management Mobile, Alabama	$307K	$0	1	0.06%	Maintained
525	HL Financial Services Louisville, Kentucky	$301K	$0	1	0.01%	Maintained