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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	Bailard Foster City, California	$4.38M	+$4.67M	1	0.28%	New
502	SAM Strategy Asset Managers Pasadena, California	$4.34M	+$10.4K	1	0.85%	Increased
503	ANI American National Insurance Galveston, Texas	$4.18M	+$3.97M	1	0.21%	Increased
504	CL CSS LLC Chicago, Illinois	$4.13M	-$231K	1	0.2%	Reduced
505	TCM Tygh Capital Management Portland, Oregon	$4.1M	-$989K	1	0.77%	Reduced
506	UR USCA RIA Houston, Texas	$4.09M	+$730K	2	0.45%	Increased
507	Churchill Management Los Angeles, California	$4.06M	+$19.8K	1	0.09%	Increased
508	Synovus Financial Columbus, Georgia	$4.04M	+$484K	2	0.07%	Increased
509	Quadrature Capital London, United Kingdom	$4M	+$3.96M	1	0.35%	Increased
510	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.99M	+$1.56M	2	0.52%	Increased
511	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$3.96M	+$236K	1	0.24%	Increased
512	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.94M	-$328K	2	0.26%	Reduced
513	MC Mathes Company New York	$3.92M	-$1.87M	1	1.79%	Reduced
514	BCM BTC Capital Management Des Moines, Iowa	$3.91M	-$112K	1	0.67%	Reduced
515	NC Northpointe Capital Bloomfield Hills, Michigan	$3.91M	-$1.03M	1	0.44%	Reduced
516	VIA Virtus Investment Advisers Hartford, Connecticut	$3.89M	-$618K	2	0.42%	Reduced
517	PineBridge Investments New York	$3.89M	+$1.14M	3	0.1%	Increased
518	Advisory Services Network Atlanta, Georgia	$3.85M	+$497K	2	0.34%	Increased
519	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.83M	-$9.82K	1	1.17%	Reduced
520	South Dakota Investment Council Sioux Falls, South Dakota	$3.83M	-$332K	2	0.08%	Reduced
521	GFPC Global Financial Private Capital Sarasota, Florida	$3.81M	+$1.21M	2	0.13%	Increased
522	ACM Ativo Capital Management Chicago, Illinois	$3.81M	+$898K	2	1.01%	Increased
523	OI Oakbrook Investments Lisle, Illinois	$3.74M	-$630K	1	0.24%	Reduced
524	AIM Alambic Investment Management Belvedere, California	$3.73M	-$874K	1	0.45%	Reduced
525	AB AT Bancorp Dubuque, Iowa	$3.7M	-$818K	1	0.4%	Reduced