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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
526	Meiji Yasuda Life Insurance Tokyo, Japan	$149K	+$116K	1	0.03%	New
527	CIM Calvert Investment Management Bethesda, Maryland	$146K	+$113K	1	0.02%	New
528	NL NWAM LLC Mercer Island, Washington	$145K	+$112K	1	0.07%	New
529	Gofen & Glossberg Chicago, Illinois	$143K	+$111K	1	0.01%	New
530	HCMNY Howard Capital Management (New York) New York	$143K	+$111K	1	0.04%	New
531	PFC Poplar Forest Capital Pasadena, California	$143K	+$111K	1	0.02%	New
532	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$138K	+$112K	2	0.46%	New
533	HighTower Advisors Chicago, Illinois	$137K	+$111K	1	0%	New
534	NYLT New York Life Trust New York	$135K	+$105K	1	0.62%	New
535	Huntington National Bank Columbus, Ohio	$134K	+$126K	2	0%	New
536	DAM Delta Asset Management Memphis, Tennessee	$125K	+$127K	1	0.03%	New
537	RNS Robert N. Shapiro	$124K	+$126K	1	0.03%	New
538	Fuller & Thaler Asset Management San Mateo, California	$116K	+$89.8K	1	0.01%	New
539	Shinko Asset Management Company Tokyo, Japan	$116K	+$99.4K	2	0%	New
540	WIL Winifred I. Li	$114K	+$116K	1	0.11%	New
541	D.A. Davidson & Co Great Falls, Montana	$112K	+$94.2K	3	0.01%	New
542	Canada Life Winnipeg, Manitoba, Canada	$91K	+$76.3K	2	0%	New
543	SM Senvest Management New York	$83K	+$67.4K	1	0.01%	New
544	Central Trust Company Jefferson City, Missouri	$81K	+$82.5K	1	0.01%	New
545	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$66K	+$51.3K	1	0.02%	New
546	Whittier Trust South Pasadena, California	$66K	+$63.4K	2	0%	New
547	LIA LS Investment Advisors Bloomfield Hills, Michigan	$63K	+$55.1K	2	0.01%	New
548	Tower Research Capital (TRC) New York	$58K	+$56.1K	3	0%	New
549	WhitTier Trust Company Reno, Nevada	$56K	+$57.6K	1	0.01%	New
550	NC NewSquare Capital Newtown Square, Pennsylvania	$47K	+$41K	1	0.02%	New