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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	LAM Lingohr Asset Management Duesseldorf, Germany	$1.23M	+$236K	1	1.23%	Increased
502	Quadrature Capital London, United Kingdom	$1.21M	+$1.16M	1	0.09%	New
503	Catalyst Capital Advisors Huntington, New York	$1.2M	+$989K	1	0.22%	New
504	WCM Westend Capital Management Sausalito, California	$1.2M	+$987K	1	1.73%	New
505	FIM Freedom Investment Management Hartford, Connecticut	$1.19M	+$383K	1	0.08%	Increased
506	MM Midas Management New York	$1.18M	$0	1	0.67%	Maintained
507	ED Exane Derivatives Paris, France	$1.17M	-$125K	1	0.19%	Reduced
508	TP Truvvo Partners New York	$1.17M	-$167K	1	0.6%	Reduced
509	Baird Financial Group Milwaukee, Wisconsin	$1.16M	-$160K	1	0.01%	Reduced
510	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.15M	+$385K	1	0.2%	Increased
511	WSA Wall Street Associates Lajolla, California	$1.15M	$0	1	0.46%	Maintained
512	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.12M	-$118K	2	0.15%	Reduced
513	SCA Secor Capital Advisors New York	$1.11M	+$704K	2	0.14%	Increased
514	SI Sprott Inc Toronto, Ontario, Canada	$1.09M	$0	1	0.06%	Maintained
515	GCA Gideon Capital Advisors New York	$1.09M	+$1.04M	1	0.63%	New
516	JIR James Investment Research Alpha, Ohio	$1.07M	+$14.2K	1	0.03%	Increased
517	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$1.07M	+$1.02M	1	0.37%	New
518	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.06M	+$1.18K	2	0.02%	Increased
519	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.04M	+$451K	2	0.15%	Increased
520	Ameritas Investment Partners Lincoln, Nebraska	$1.03M	+$29.7K	2	0.07%	Increased
521	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.02M	-$436K	1	0.57%	Reduced
522	Tokio Marine Asset Management Tokyo, Japan	$993K	-$33.3K	2	0.1%	Reduced
523	Boothbay Fund Management New York	$989K	-$170K	1	0.38%	Reduced
524	GIM Greylin Investment Management Orange, Virginia	$989K	-$20.5K	1	0.25%	Reduced
525	FDS First Dallas Securities Dallas, Texas	$985K	+$453K	1	0.76%	Increased