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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	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$2.78M	+$224K	1	0.2%	Increased
502	VC Vestor Capital Chicago, Illinois	$2.76M	-$1.83K	1	0.6%	Reduced
503	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.74M	+$97K	3	1.51%	Increased
504	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.73M	-$1.13M	3	0.26%	Reduced
505	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$2.73M	-$121K	1	0.9%	Reduced
506	OI Oakbrook Investments Lisle, Illinois	$2.73M	-$69.6K	1	0.18%	Reduced
507	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.72M	-$875K	2	0.11%	Reduced
508	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.72M	+$2.46M	2	0.3%	New
509	Mariner Overland Park, Kansas	$2.7M	+$558K	1	0.12%	Increased
510	Advisor Group Phoenix, Arizona	$2.68M	+$792K	4	0.05%	Increased
511	FC FIC Capital New York	$2.65M	$0	2	1.18%	Maintained
512	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.64M	$0	2	0.33%	Maintained
513	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.63M	-$1.23M	1	0.35%	Reduced
514	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$2.61M	+$1.25M	2	0.34%	Increased
515	IAM ICM Asset Management Spokane, Washington	$2.54M	+$442K	1	3.21%	Increased
516	DIA Denver Investment Advisors Denver, Colorado	$2.54M	+$353	1	0.11%	Increased
517	Advisory Services Network Atlanta, Georgia	$2.53M	+$2.28M	2	0.37%	New
518	ID Integral Derivatives New York	$2.51M	-$1.14M	2	0.05%	Reduced
519	OMERS Administration Corp Toronto, Ontario, Canada	$2.51M	-$808K	1	0.03%	Reduced
520	Boothbay Fund Management New York	$2.5M	+$975K	1	0.47%	Increased
521	VWA V Wealth Advisors Overland Park, Kansas	$2.49M	+$69.4K	1	1.53%	Increased
522	UR USCA RIA Houston, Texas	$2.48M	$0	1	0.36%	Maintained
523	RAM Roanoke Asset Management Jersey City, New Jersey	$2.48M	-$524K	1	1.18%	Reduced
524	Synovus Financial Columbus, Georgia	$2.48M	-$17.2K	2	0.05%	Reduced
525	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.45M	-$855K	1	0.07%	Reduced