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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	Tudor Investment Corp Stamford, Connecticut	$1.44M	-$1.27M	1	0.06%	Reduced
527	Conning Inc Hartford, Connecticut	$1.43M	-$42.8K	2	0.08%	Reduced
528	LIM Leavell Investment Management Mobile, Alabama	$1.43M	+$54.5K	2	0.23%	Increased
529	HIM Herald Investment Management London, United Kingdom	$1.42M	$0	1	0.56%	Maintained
530	OA OFI Advisors Philadelphia, Pennsylvania	$1.41M	-$743	2	0.1%	Reduced
531	1GA 1st Global Advisors Dallas, Texas	$1.4M	+$270K	1	0.21%	Increased
532	Ariel Investments Chicago, Illinois	$1.37M	-$1.59M	1	0.02%	Reduced
533	CCT Country Club Trust Kansas City, Missouri	$1.36M	+$1.12M	1	0.18%	New
534	GAMCO Investors Greenwich, Connecticut	$1.35M	$0	1	0.01%	Maintained
535	Twin Tree Management Dallas, Texas	$1.32M	+$1.1M	1	0.03%	New
536	FineMark National Bank & Trust Fort Myers, Florida	$1.31M	+$182K	2	0.22%	Increased
537	VAM Visium Asset Management New York	$1.29M	-$992K	2	0.02%	Reduced
538	HCM Herndon Capital Management Atlanta, Georgia	$1.28M	-$63.4K	1	0.02%	Reduced
539	AF Aldebaran Financial	$1.27M	+$1.05M	1	1%	New
540	Eaton Vance Management Boston, Massachusetts	$1.27M	-$15.8K	1	0%	Reduced
541	EI EAM Investors Solana Beach, California	$1.25M	+$997K	1	0.24%	New
542	WSA Wall Street Associates Lajolla, California	$1.23M	-$54.4K	1	0.11%	Reduced
543	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.22M	-$123K	1	0.06%	Reduced
544	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.22M	+$645K	2	0.03%	Increased
545	Creative Planning Overland Park, Kansas	$1.21M	+$98K	4	0.02%	Increased
546	HCA Horan Capital Advisors Cincinnati, Ohio	$1.2M	+$991K	1	1.09%	New
547	SAM Symphony Asset Management San Francisco, California	$1.18M	-$6.17M	1	0.12%	Reduced
548	SC Scholtz & Company Stamford, Connecticut	$1.18M	+$644K	1	1.11%	Increased
549	AHC Adell Harriman & Carpenter Houston, Texas	$1.15M	+$687K	1	0.32%	Increased
550	MFS Monetta Financial Services Wheaton, Illinois	$1.15M	+$954K	1	0.6%	New