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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	KI Koch Industries Wichita, Kansas	$983K	+$822K	1	4.41%	New
527	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$972K	-$8.23M	1	0.13%	Reduced
528	IAM Ion Asset Management Herzliya, Israel	$970K	$0	1	0.46%	Maintained
529	FG Formula Growth Montreal, Quebec, Canada	$963K	-$341K	1	0.23%	Reduced
530	GS GAM Systematic Cambridge, United Kingdom	$961K	+$185K	2	0.23%	Increased
531	FA FDx Advisors Chicago, Illinois	$947K	-$189K	1	0.04%	Reduced
532	LIA LS Investment Advisors Bloomfield Hills, Michigan	$942K	+$17.7K	3	0.07%	Increased
533	DCM Dialectic Capital Management Norwalk, Connecticut	$933K	+$150K	1	0.31%	Increased
534	TSS Two Sigma Securities New York	$913K	+$872K	1	0.5%	New
535	PAM Princeton Alpha Management Princeton Junction, New Jersey	$898K	-$2.06M	3	0.16%	Reduced
536	CA CapWealth Advisors Franklin, Tennessee	$890K	-$11.4K	1	0.22%	Reduced
537	FWSM First Wilshire Securities Management Pasadena, California	$858K	+$46.6K	1	0.28%	Increased
538	CG Cutler Group San Francisco, California	$854K	+$40.6K	3	0.04%	Increased
539	PTC Private Trust Company Cleveland, Ohio	$853K	+$44.1K	2	0.22%	Increased
540	Stephens Investment Management Group Houston, Texas	$847K	-$108K	1	0.03%	Reduced
541	Capital Research Global Investors Los Angeles, California	$841K	$0	1	0%	Maintained
542	Commerce Bank Kansas City, Missouri	$836K	+$114K	2	0.01%	Increased
543	Advisor Group Phoenix, Arizona	$834K	+$728K	3	0.02%	New
544	Tower Research Capital (TRC) New York	$830K	+$623K	4	0.08%	Increased
545	Pacer Advisors Malvern, Pennsylvania	$829K	+$4.23K	2	0.13%	Increased
546	PHK Point72 Hong Kong Hong Kong	$826K	+$682K	1	0.96%	New
547	OA Oak Associates Akron, Ohio	$824K	$0	1	0.1%	Maintained
548	ALPS Advisors Denver, Colorado	$822K	-$43.1K	2	0.01%	Reduced
549	LMR Partners London, United Kingdom	$813K	+$778K	1	0.13%	New
550	Davis Selected Advisers Tucson, Arizona	$807K	+$276K	2	0%	Increased