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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	TSS Two Sigma Securities New York	$2.36M	-$2.46M	2	0.46%	Reduced
527	MCM Millie Capital Management Walnut Creek, California	$2.34M	+$1.98M	1	2.22%	New
528	Ladenburg Thalmann Financial Services Miami, Florida	$2.34M	-$95.6K	5	0.03%	Reduced
529	Twin Tree Management Dallas, Texas	$2.33M	-$1.73M	2	0.02%	Reduced
530	Ameritas Investment Partners Lincoln, Nebraska	$2.32M	+$197K	4	0.11%	Increased
531	Koshinski Asset Management Decatur, Illinois	$2.31M	+$1.68M	1	0.9%	Increased
532	CHP Cable Hill Partners Portland, Oregon	$2.3M	+$12.1K	2	1.19%	Increased
533	GFPC Global Financial Private Capital Sarasota, Florida	$2.29M	+$2.1M	1	0.12%	New
534	NIMI Natixis Investment Managers International Paris, France	$2.29M	+$1.75K	1	0.2%	Increased
535	MAM Meeder Asset Management Dublin, Ohio	$2.28M	+$882K	2	0.2%	Increased
536	United Capital Financial Advisors Irving, Texas	$2.28M	+$266K	2	0.02%	Increased
537	Meiji Yasuda Life Insurance Tokyo, Japan	$2.28M	$0	2	0.36%	Maintained
538	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.26M	-$56K	1	0.28%	Reduced
539	Private Advisor Group Morristown, New Jersey	$2.21M	+$1.21M	2	0.06%	Increased
540	LTI Laffer Tengler Investments Nashville, Tennessee	$2.18M	$0	1	0.57%	Maintained
541	ACM Ativo Capital Management Chicago, Illinois	$2.17M	+$397K	1	0.54%	Increased
542	SM Senvest Management New York	$2.16M	$0	1	0.16%	Maintained
543	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.15M	-$1.44M	1	0.22%	Reduced
544	Catalyst Capital Advisors Huntington, New York	$2.14M	-$695K	1	0.11%	Reduced
545	Banco Santander Madrid, Spain	$2.13M	+$39.1K	1	0.05%	Increased
546	Regions Financial Corp Birmingham, Alabama	$2.1M	+$25.4K	1	0.02%	Increased
547	CI Cigna Investments Bloomfield, Connecticut	$2.1M	+$200K	2	0.14%	Increased
548	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.06M	-$192K	2	0.07%	Reduced
549	First Citizens Bank & Trust Raleigh, North Carolina	$2.06M	-$2.57M	2	0.25%	Reduced
550	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.05M	+$21.4K	3	0.1%	Increased