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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	Creative Planning Overland Park, Kansas	$288K	-$41.5K	4	0.01%	Reduced
527	UFG United Fire Group Cedar Rapids, Iowa	$288K	$0	1	0.14%	Maintained
528	ING Group Amsterdam, Netherlands	$287K	-$6.79M	1	0%	Reduced
529	FHC First Heartland Consultants Lake St. Louis, Missouri	$286K	$0	1	0.17%	Maintained
530	Loomis, Sayles & Company Boston, Massachusetts	$278K	+$29.5K	1	0%	Increased
531	FPC Falcon Point Capital San Francisco, California	$272K	+$225K	1	0.29%	New
532	FQ First Quadrant Glendale, California	$266K	$0	1	0.01%	Maintained
533	OIA Optimum Investment Advisors Chicago, Illinois	$258K	+$237K	2	0.11%	New
534	MIM Marco Investment Management Atlanta, Georgia	$256K	$0	1	0.06%	Maintained
535	CTC (Chicago Trading Company) Chicago, Illinois	$254K	+$211K	1	0.01%	New
536	Quantbot Technologies New York	$250K	-$341K	1	0.16%	Reduced
537	HC HHG & Company Darien, Connecticut	$248K	$0	1	0.1%	Maintained
538	MVA Mount Vernon Associates Baltimore, Maryland	$246K	-$291K	1	0.75%	Reduced
539	FMT First Mercantile Trust Cordova, Tennessee	$241K	+$39.6K	1	0.02%	Increased
540	Freestone Capital Holdings Seattle, Washington	$238K	+$367K	1	0.04%	New
541	GS Gagnon Securities New York	$235K	+$23.3K	1	0.07%	Increased
542	HHC Hutchin Hill Capital New York	$230K	-$593K	1	0.02%	Reduced
543	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$228K	+$122K	1	0.08%	Increased
544	Fuller & Thaler Asset Management San Mateo, California	$225K	+$99.1K	1	0.01%	Increased
545	WA WFG Advisors Dallas, Texas	$212K	-$4.61K	3	0.03%	Reduced
546	GIS Guardian Investor Services New York	$211K	-$1.42K	2	0.18%	Reduced
547	Group One Trading Chicago, Illinois	$209K	-$511K	3	0%	Reduced
548	IC IKOS CIF Limassol, Cyprus	$208K	-$2.36K	1	0.25%	Reduced
549	Wilmington Trust Wilmington, Delaware	$205K	+$196K	1	0%	New
550	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$201K	+$167K	1	0.01%	New