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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	CI Investments Inc Toronto, Ontario, Canada	$1.41M	$0	1	0.02%	Maintained
502	Baird Financial Group Milwaukee, Wisconsin	$1.38M	+$1.95M	1	0.01%	New
503	LIM Leavell Investment Management Mobile, Alabama	$1.37M	$0	2	0.21%	Maintained
504	Spot Trading Chicago, Illinois	$1.34M	-$370K	3	0.01%	Reduced
505	BPCA Bank Pictet & Cie (Asia) Singapore	$1.34M	+$77.7K	2	4.54%	Increased
506	Amalgamated Bank New York	$1.33M	+$29.4K	3	0.13%	Increased
507	Daiwa Securities Group Tokyo, Japan	$1.31M	-$323K	2	0.01%	Reduced
508	IAM ICM Asset Management Spokane, Washington	$1.3M	+$593K	1	1.35%	Increased
509	Vident Investment Advisory Alpharetta, Georgia	$1.29M	-$601K	2	0.17%	Reduced
510	AAM Azzad Asset Management Falls Church, Virginia	$1.28M	-$550	1	0.65%	Reduced
511	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.28M	+$240K	2	0.4%	Increased
512	FA FDx Advisors Chicago, Illinois	$1.27M	+$1.28M	2	0.06%	Increased
513	GF Gerstein Fisher New York	$1.27M	-$893K	1	0.21%	Reduced
514	NCM Narwhal Capital Management Marietta, Georgia	$1.27M	-$6.66K	1	0.46%	Reduced
515	Jupiter Investment Management London, United Kingdom	$1.27M	-$51.9M	1	0.04%	Reduced
516	OMERS Administration Corp Toronto, Ontario, Canada	$1.27M	+$1.8M	1	0.05%	New
517	Macquarie Group Sydney, NSW 2000, Australia	$1.26M	-$5.15M	2	0%	Reduced
518	BOH Bank of Hawaii Honolulu, Hawaii	$1.24M	+$35.8K	2	0.13%	Increased
519	Commerce Bank Kansas City, Missouri	$1.24M	-$628K	1	0.02%	Reduced
520	CCM Cupps Capital Management Chicago, Illinois	$1.24M	-$165K	1	0.12%	Reduced
521	Sumitomo Life Insurance Tokyo, Japan	$1.23M	-$117K	1	0.15%	Reduced
522	ID Integral Derivatives New York	$1.22M	-$1.67M	2	0.03%	Reduced
523	Tokio Marine Asset Management Tokyo, Japan	$1.22M	-$232K	2	0.12%	Reduced
524	RAM RWC Asset Management London, United Kingdom	$1.21M	+$281K	1	0.1%	Increased
525	Engineers Gate Manager New York	$1.21M	+$431K	1	0.12%	Increased