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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.56M	+$72.6K	1	0.32%	Increased
527	Synovus Financial Columbus, Georgia	$2.53M	-$52.4K	2	0.05%	Reduced
528	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.53M	+$1.61M	1	0.37%	Increased
529	RAM Roanoke Asset Management Jersey City, New Jersey	$2.51M	-$232K	1	1.19%	Reduced
530	UR USCA RIA Houston, Texas	$2.51M	-$58.5K	1	0.32%	Reduced
531	Thompson Siegel & Walmsley Richmond, Virginia	$2.49M	-$526K	2	0.03%	Reduced
532	PAS Point72 Asia (Singapore) Singapore	$2.48M	+$2.43M	1	1.17%	New
533	CHP Cable Hill Partners Portland, Oregon	$2.47M	-$20.7K	1	1.34%	Reduced
534	MCM Millie Capital Management Walnut Creek, California	$2.46M	+$38.3K	1	2.13%	Increased
535	BB&T Securities Richmond, Virginia	$2.46M	+$488K	2	0.04%	Increased
536	GFPC Global Financial Private Capital Sarasota, Florida	$2.45M	-$78K	1	0.12%	Reduced
537	Brown Advisory Baltimore, Maryland	$2.45M	+$543K	2	0.01%	Increased
538	Ameritas Investment Partners Lincoln, Nebraska	$2.41M	-$23.8K	4	0.12%	Reduced
539	LTI Laffer Tengler Investments Nashville, Tennessee	$2.4M	$0	1	0.61%	Maintained
540	ARTA A.R.T. Advisors New York	$2.4M	-$27.3M	2	0.13%	Reduced
541	QF QVT Financial New York	$2.38M	+$2.33M	1	0.06%	New
542	FC FIC Capital New York	$2.36M	$0	2	0.97%	Maintained
543	ACM Ativo Capital Management Chicago, Illinois	$2.35M	-$44.9K	1	0.64%	Reduced
544	NONA Ninety One North America New York	$2.35M	-$15.2M	1	0.43%	Reduced
545	First Allied Advisory Services San Diego, California	$2.32M	+$612K	2	0.1%	Increased
546	Mirae Asset Global Investments Seoul, South Korea	$2.31M	+$745K	2	0.04%	Increased
547	Regions Financial Corp Birmingham, Alabama	$2.3M	-$16.4K	1	0.03%	Reduced
548	CMT Capital Markets Trading Frankfurt, Germany	$2.29M	-$3.72M	1	0.13%	Reduced
549	Maverick Capital Dallas, Texas	$2.28M	-$1.13M	1	0.03%	Reduced
550	IA Icon Advisers Greenwood Village, Colorado	$2.26M	+$2.21M	1	0.16%	New