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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	JIR James Investment Research Alpha, Ohio	$855K	-$624K	1	0.02%	Reduced
502	Capital Research Global Investors Los Angeles, California	$826K	$0	1	0%	Maintained
503	LIA LS Investment Advisors Bloomfield Hills, Michigan	$822K	+$16.8K	3	0.06%	Increased
504	Algert Global San Francisco, California	$817K	+$172K	3	0.31%	Increased
505	MCM Mork Capital Management Healdsburg, California	$817K	$0	1	0.8%	Maintained
506	OA Oak Associates Akron, Ohio	$809K	$0	1	0.1%	Maintained
507	BHB Bank Hapoalim BM Tel Aviv, Israel	$803K	-$412K	1	0.19%	Reduced
508	Great Lakes Advisors Chicago, Illinois	$796K	-$16.2K	1	0.02%	Reduced
509	ST Sentinel Trust Houston, Texas	$793K	+$52.2K	1	0.12%	Increased
510	FIM Freedom Investment Management Hartford, Connecticut	$778K	+$201K	1	0.06%	Increased
511	GIM Greylin Investment Management Orange, Virginia	$771K	+$390K	1	0.2%	Increased
512	FWSM First Wilshire Securities Management Pasadena, California	$764K	+$23.9K	1	0.25%	Increased
513	BIM BRC Investment Management Greenwood Village, Colorado	$760K	+$670K	1	0.11%	New
514	Brinker Capital Berwyn, Pennsylvania	$760K	+$74.3K	1	0.06%	Increased
515	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$749K	-$164K	1	0.15%	Reduced
516	RAM Redmond Asset Management Henrico, Virginia	$743K	+$386K	1	0.37%	Increased
517	TCM Tributary Capital Management Omaha, Nebraska	$743K	+$655K	1	0.12%	New
518	DCM Dynamic Capital Management St. Helier, Jersey	$734K	+$456K	2	0.27%	Increased
519	HCM Herndon Capital Management Atlanta, Georgia	$725K	+$46.9K	1	0.02%	Increased
520	Pacer Advisors Malvern, Pennsylvania	$714K	-$13.2K	2	0.16%	Reduced
521	GS GAM Systematic Cambridge, United Kingdom	$705K	+$45.2K	1	0.19%	Increased
522	LIM Leavell Investment Management Mobile, Alabama	$702K	$0	1	0.11%	Maintained
523	LAM Lingohr Asset Management Duesseldorf, Germany	$698K	-$58.1K	1	0.66%	Reduced
524	CAM CMT Asset Management Chicago, Illinois	$697K	+$370K	1	0.05%	Increased
525	MassMutual Private Wealth & Trust Windsor, Connecticut	$692K	+$26.9K	3	0.09%	Increased