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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	BRF B. Riley Financial Los Angeles, California	$3.67M	+$689K	2	1%	Increased
502	CSM CAMG Solamere Management Charlotte, North Carolina	$3.63M	+$653K	1	1.81%	Increased
503	Maverick Capital Dallas, Texas	$3.62M	+$557K	1	0.05%	Increased
504	Private Advisor Group Morristown, New Jersey	$3.62M	+$639K	2	0.09%	Increased
505	Sterling Capital Management Charlotte, North Carolina	$3.59M	+$1.33M	2	0.03%	Increased
506	HT HAP Trading New York	$3.58M	-$123K	1	0.17%	Reduced
507	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$3.57M	-$13.3K	1	0.23%	Reduced
508	KeyBank National Association Cleveland, Ohio	$3.5M	-$104K	2	0.02%	Reduced
509	Synovus Financial Columbus, Georgia	$3.46M	+$110K	2	0.07%	Increased
510	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.4M	-$928K	2	0.19%	Reduced
511	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.39M	-$108K	3	0.18%	Reduced
512	ALPS Advisors Denver, Colorado	$3.39M	+$880K	2	0.02%	Increased
513	PAM Paradigm Asset Management New York	$3.36M	-$1.04M	1	0.87%	Reduced
514	Advisory Services Network Atlanta, Georgia	$3.34M	-$1.86M	2	0.38%	Reduced
515	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$3.34M	-$13K	1	0.41%	Reduced
516	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.31M	+$511K	2	0.12%	Increased
517	CHP Cable Hill Partners Portland, Oregon	$3.29M	-$129	2	1.51%	Reduced
518	SAM Shell Asset Management The Hague, Netherlands	$3.27M	-$701K	2	0.07%	Reduced
519	DTL Dynamic Technology Lab Singapore	$3.27M	-$2.95M	3	0.53%	Reduced
520	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.26M	-$1.89M	1	0.51%	Reduced
521	TW Transform Wealth Greenwood Village, Colorado	$3.25M	+$2.85M	1	1.14%	New
522	CIBC World Market Toronto, Ontario, Canada	$3.25M	-$27.2M	2	0.02%	Reduced
523	FRM Fox Run Management Greenwich, Connecticut	$3.21M	+$2.51M	4	0.91%	Increased
524	GS GAM Systematic Cambridge, United Kingdom	$3.19M	-$805K	2	0.46%	Reduced
525	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.19M	-$419K	1	0.05%	Reduced