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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	M&T Bank Buffalo, New York	$721K	+$8.82K	2	0.03%	Increased
527	ACM Axel Capital Management New York	$710K	+$713K	1	1.58%	New
528	SIM SSI Investment Management Los Angeles, California	$678K	+$290K	2	0.07%	Increased
529	SHA Smith Hayes Advisers Lincoln, Nebraska	$677K	+$53.1K	1	0.17%	Increased
530	WPC White Pine Capital Bloomington, Minnesota	$672K	$0	1	0.23%	Maintained
531	Truist Financial Charlotte, North Carolina	$671K	+$85.8K	1	0.02%	Increased
532	BOH Bank of Hawaii Honolulu, Hawaii	$641K	-$89.3K	1	0.06%	Reduced
533	Northeast Financial Consultants Westport, Connecticut	$639K	+$380K	1	0.38%	Increased
534	Loomis, Sayles & Company Boston, Massachusetts	$637K	+$327K	1	0%	Increased
535	ECM Everence Capital Management Goshen, Indiana	$632K	$0	1	0.25%	Maintained
536	LMAM Legg Mason Asset Management Tokyo, Japan	$622K	-$63.7K	1	0.37%	Reduced
537	CG Clinton Group New York	$611K	+$613K	1	0.23%	New
538	Raymond James Financial Services Advisors St. Petersburg, Florida	$608K	-$26.1K	1	0.04%	Reduced
539	DTL Dynamic Technology Lab Singapore	$603K	-$315K	2	0.36%	Reduced
540	PRC Platte River Capital Denver, Colorado	$600K	-$73.1K	1	0.08%	Reduced
541	ALPS Advisors Denver, Colorado	$575K	+$577K	1	0.01%	New
542	Baird Milwaukee, Wisconsin	$575K	-$447K	1	0.01%	Reduced
543	Regions Financial Corp Birmingham, Alabama	$574K	+$81.7K	1	0.01%	Increased
544	HL Financial Services Louisville, Kentucky	$573K	-$139K	2	0.02%	Reduced
545	Sumitomo Life Insurance Tokyo, Japan	$564K	-$46.2K	1	0.05%	Reduced
546	QAM Quantres Asset Management Cayman, Cayman Islands	$554K	+$556K	1	0.65%	New
547	NIM NuWave Investment Management Parsippany, New Jersey	$552K	-$604K	2	1.63%	Reduced
548	CHAM Clear Harbor Asset Management Stamford, Connecticut	$548K	$0	1	0.13%	Maintained
549	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$544K	+$3.51K	2	0%	Increased
550	GIM Grassi Investment Management Santa Clara, California	$539K	-$58.4K	1	0.13%	Reduced