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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	Cambridge Investment Research Advisors Fairfield, Iowa	$1.55M	+$764K	2	0.03%	Increased
527	CWM Concert Wealth Management San Jose, California	$1.52M	-$76.2K	2	0.19%	Reduced
528	Weiss Multi-Strategy Advisers New York	$1.52M	+$1.31M	1	0.09%	New
529	Regions Financial Corp Birmingham, Alabama	$1.52M	+$1.46M	1	0.02%	New
530	TGI Tradewinds Global Investors Los Angeles, California	$1.51M	-$16.6M	1	1.86%	Reduced
531	CHP Cable Hill Partners Portland, Oregon	$1.51M	$0	1	1.08%	Maintained
532	DC Deere & Company Moline, Illinois	$1.47M	+$679K	2	0.08%	Increased
533	Teacher Retirement System of Texas Austin, Texas	$1.44M	-$12.1M	3	0.01%	Reduced
534	Ameritas Investment Partners Lincoln, Nebraska	$1.41M	+$143K	2	0.08%	Increased
535	ACM Ativo Capital Management Chicago, Illinois	$1.41M	-$319K	1	0.32%	Reduced
536	FIM Freedom Investment Management Hartford, Connecticut	$1.41M	+$60.7K	1	0.09%	Increased
537	LMR Partners London, United Kingdom	$1.35M	+$416K	1	0.13%	Increased
538	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$1.34M	-$10.6M	1	0.14%	Reduced
539	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.34M	-$441K	1	1.62%	Reduced
540	FA FDx Advisors Chicago, Illinois	$1.34M	+$261K	1	0.06%	Increased
541	BBCM Boardman Bay Capital Management New York	$1.33M	-$3.17M	1	2.41%	Reduced
542	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.33M	+$181K	1	0.84%	Increased
543	MM Midas Management New York	$1.33M	$0	1	0.81%	Maintained
544	MCP Mirador Capital Partners Pleasanton, California	$1.31M	-$1.17M	1	1.15%	Reduced
545	DCM Dynamic Capital Management St. Helier, Jersey	$1.28M	-$2.46M	1	0.17%	Reduced
546	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.28M	-$12M	1	0.01%	Reduced
547	ETrade Capital Management Arlington, Virginia	$1.27M	+$523K	2	0.06%	Increased
548	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.27M	+$273K	2	0.6%	Increased
549	Brown Advisory Baltimore, Maryland	$1.26M	-$2.48M	2	0%	Reduced
550	OA Oak Associates Akron, Ohio	$1.25M	+$287K	1	0.13%	Increased