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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	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.84M	$0	1	3.07%	Maintained
502	Ladenburg Thalmann Financial Services Miami, Florida	$1.81M	-$74.9K	4	0.03%	Reduced
503	ED Exane Derivatives Paris, France	$1.81M	+$258K	2	0.27%	Increased
504	Norinchukin Bank Tokyo, Japan	$1.8M	+$37.3K	2	0.04%	Increased
505	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.76M	$0	2	0.23%	Maintained
506	Meiji Yasuda Life Insurance Tokyo, Japan	$1.76M	-$803K	2	0.24%	Reduced
507	ID Integral Derivatives New York	$1.75M	-$5.89M	1	0.04%	Reduced
508	FMA FNY Managed Accounts New York	$1.74M	+$1.25M	1	1.47%	Increased
509	ANI American National Insurance Galveston, Texas	$1.73M	$0	1	0.1%	Maintained
510	SM Senvest Management New York	$1.71M	-$722K	1	0.12%	Reduced
511	WSA Wall Street Associates Lajolla, California	$1.69M	+$338K	2	0.58%	Increased
512	WCM Westend Capital Management Sausalito, California	$1.69M	+$127K	1	2.36%	Increased
513	Mariner Overland Park, Kansas	$1.69M	+$48.5K	1	0.08%	Increased
514	MAM Meeder Asset Management Dublin, Ohio	$1.67M	+$1.11M	1	0.14%	Increased
515	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.67M	+$684K	2	0.31%	Increased
516	PHK Point72 Hong Kong Hong Kong	$1.67M	+$525K	3	0.91%	Increased
517	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$1.66M	+$48.3K	1	0.14%	Increased
518	Synovus Financial Columbus, Georgia	$1.65M	-$1.34M	2	0.04%	Reduced
519	Nippon Life Insurance Tokyo, Japan	$1.64M	-$11.4K	2	0.04%	Reduced
520	Baird Financial Group Milwaukee, Wisconsin	$1.64M	+$136K	2	0.01%	Increased
521	UR USCA RIA Houston, Texas	$1.61M	-$61K	1	0.27%	Reduced
522	United Capital Financial Advisors Irving, Texas	$1.57M	-$80.8K	1	0.02%	Reduced
523	Soros Fund Management New York	$1.56M	+$1.65M	1	0.04%	New
524	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.56M	-$242K	1	0.37%	Reduced
525	Catalyst Capital Advisors Huntington, New York	$1.55M	$0	1	0.17%	Maintained