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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
551	Robeco Institutional Asset Management Rotterdam, Netherlands	$192K	$0	2	0%	Maintained
552	MTIP Magee Thomson Investment Partners San Diego, California	$191K	+$191K	2	0.04%	New
553	NAM NorthCoast Asset Management Greenwich, Connecticut	$184K	+$153K	1	0.01%	New
554	Envestnet Asset Management Chicago, Illinois	$183K	-$4.17K	2	0%	Reduced
555	TCOV Trust Company of Vermont Brattleboro, Vermont	$176K	$0	1	0.03%	Maintained
556	Gofen & Glossberg Chicago, Illinois	$175K	$0	1	0.01%	Maintained
557	IRS Invictus RG (Singapore) Singapore	$160K	+$88.8K	1	0.14%	Increased
558	RNS Robert N. Shapiro	$151K	+$7.33K	1	0.03%	Increased
559	DAM Delta Asset Management Memphis, Tennessee	$144K	$0	1	0.04%	Maintained
560	Shinko Asset Management Company Tokyo, Japan	$139K	$0	2	0%	Maintained
561	Huntington National Bank Columbus, Ohio	$137K	-$16.3K	2	0%	Reduced
562	LIA LS Investment Advisors Bloomfield Hills, Michigan	$136K	+$55.5K	2	0.02%	Increased
563	WIL Winifred I. Li	$131K	$0	1	0.12%	Maintained
564	Fifth Third Bancorp Cincinnati, Ohio	$124K	-$55.9K	2	0%	Reduced
565	DTL Dynamic Technology Lab Singapore	$122K	-$400K	1	0.1%	Reduced
566	BCA Benchmark Capital Advisors New York	$117K	-$68.7K	1	0.08%	Reduced
567	D.A. Davidson & Co Great Falls, Montana	$105K	-$20.1K	3	0%	Reduced
568	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$99K	-$15.7K	1	0.02%	Reduced
569	MUFG Americas New York	$84K	-$5.63M	2	0%	Reduced
570	SM Senvest Management New York	$84K	$0	1	0.01%	Maintained
571	Central Trust Company Jefferson City, Missouri	$76K	-$17.1K	1	0.01%	Reduced
572	Whittier Trust South Pasadena, California	$72K	-$5.28K	2	0%	Reduced
573	WhitTier Trust Company Reno, Nevada	$65K	$0	1	0.01%	Maintained
574	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$61K	+$50.8K	1	0.01%	New
575	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$60K	-$89.4K	1	0.1%	Reduced