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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	CA CapWealth Advisors Franklin, Tennessee	$688K	-$1.32M	1	0.18%	Reduced
527	GIM Grassi Investment Management Santa Clara, California	$688K	$0	1	0.14%	Maintained
528	Commerce Bank Kansas City, Missouri	$684K	-$78.8K	1	0.01%	Reduced
529	CHAM Clear Harbor Asset Management Stamford, Connecticut	$679K	+$340K	2	0.15%	Increased
530	CG Cutler Group San Francisco, California	$673K	-$861K	3	0.04%	Reduced
531	PTC Private Trust Company Cleveland, Ohio	$667K	-$11.6K	2	0.18%	Reduced
532	Saturna Capital Bellingham, Washington	$666K	-$225K	1	0.02%	Reduced
533	CIM Calvert Investment Management Bethesda, Maryland	$663K	+$113K	1	0.03%	Increased
534	BCM Bayesian Capital Management Brooklyn, New York	$629K	+$610K	2	0.59%	New
535	Conning Inc Hartford, Connecticut	$626K	+$13.5K	2	0.03%	Increased
536	DCM Dialectic Capital Management Norwalk, Connecticut	$621K	+$217K	1	0.29%	Increased
537	PAM PT Asset Management Chicago, Illinois	$619K	+$268K	1	0.16%	Increased
538	ETrade Capital Management Arlington, Virginia	$613K	-$99.6K	1	0.03%	Reduced
539	Baker Avenue Asset Management San Francisco, California	$612K	+$102K	1	0.09%	Increased
540	ACM Argentus Capital Management Dallas, Texas	$603K	-$50.2K	1	0.21%	Reduced
541	CAM Carret Asset Management New York	$598K	+$7.27K	1	0.13%	Increased
542	Sumitomo Life Insurance Tokyo, Japan	$591K	-$16.5K	1	0.08%	Reduced
543	QIM Quantitative Investment Management Charlottesville, Virginia	$585K	+$528K	1	0.03%	New
544	CC ClearArc Capital Cincinnati, Ohio	$584K	-$16.2K	2	0.12%	Reduced
545	Daiwa Securities Group Tokyo, Japan	$575K	-$313K	2	0%	Reduced
546	Nomura Holdings Tokyo, Japan	$561K	-$1.2M	2	0%	Reduced
547	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$557K	-$4.77M	1	0.04%	Reduced
548	SHA Smith Hayes Advisers Lincoln, Nebraska	$545K	$0	1	0.11%	Maintained
549	QC QCM Cayman Houston, Texas	$540K	+$577K	1	0.37%	New
550	CCM Cribstone Capital Management Augusta, Maine	$534K	-$272K	1	0.43%	Reduced