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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	TC TradeLink Capital Chicago, Illinois	$535K	$0	2	0.77%	Maintained
552	ST Sentinel Trust Houston, Texas	$532K	$0	1	0.15%	Maintained
553	FDS First Dallas Securities Dallas, Texas	$529K	+$3.56K	1	0.35%	Increased
554	FAM Fortaleza Asset Management Chicago, Illinois	$526K	+$459K	1	0.27%	New
555	VF Virtu Financial New York	$522K	+$516K	2	0.07%	New
556	Guardian Capital (Canada) Toronto, Ontario, Canada	$518K	-$391K	1	0.01%	Reduced
557	MAM Meeder Asset Management Dublin, Ohio	$517K	$0	1	0.08%	Maintained
558	CAM Carret Asset Management New York	$516K	$0	1	0.1%	Maintained
559	STRS Ohio Columbus, Ohio	$509K	$0	1	0%	Maintained
560	RGNCM R.G. Niederhoffer Capital Management New York	$500K	+$501K	1	2.04%	New
561	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$499K	$0	1	0.07%	Maintained
562	CC ClearArc Capital Cincinnati, Ohio	$497K	-$170K	1	0.12%	Reduced
563	Mariner Overland Park, Kansas	$495K	$0	1	0.06%	Maintained
564	MHS M Holdings Securities Portland, Oregon	$492K	-$9.03K	1	0.52%	Reduced
565	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$492K	+$494K	1	0.11%	New
566	Evercore Wealth Management New York	$487K	-$412K	2	0.03%	Reduced
567	Meiji Yasuda Life Insurance Tokyo, Japan	$480K	-$43K	1	0.08%	Reduced
568	FMA Fiduciary Management Associates Chicago, Illinois	$466K	-$176K	1	0.03%	Reduced
569	GMIM General Motors Investment Management New York	$461K	+$463K	1	0.04%	New
570	TU TDAM USA Toronto, Ontario, Canada	$458K	$0	1	0.02%	Maintained
571	CWM Concert Wealth Management San Jose, California	$443K	-$81.5K	1	0.06%	Reduced
572	Jacobs Levy Equity Management Florham Park, New Jersey	$441K	-$798K	1	0.01%	Reduced
573	MAM Myriad Asset Management North Point, Hong Kong	$438K	+$439K	1	0.09%	New
574	Tower Research Capital (TRC) New York	$434K	-$603K	4	0.06%	Reduced
575	MCM Manchester Capital Management Manchester, Vermont	$433K	$0	2	0.07%	Maintained