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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	MN Services Vermogensbeheer The Hague, Netherlands	$531K	+$585K	2	0.12%	New
552	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$525K	+$253K	2	0.14%	Increased
553	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$522K	-$357K	1	0.1%	Reduced
554	First National Trust Hermitage, Pennsylvania	$517K	-$123K	1	0.08%	Reduced
555	HPCM High Pointe Capital Management Chicago, Illinois	$517K	+$9.5K	1	0.75%	Increased
556	TCA Teewinot Capital Advisers New York	$515K	$0	1	0.42%	Maintained
557	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$514K	-$359K	2	0.12%	Reduced
558	TPWA TRUE Private Wealth Advisors Salem, Oregon	$514K	-$3.35K	1	0.2%	Reduced
559	C CFO4Life Coppell, Texas	$506K	+$446K	1	0.45%	New
560	Lazard Asset Management New York	$506K	+$510K	1	0%	Increased
561	P Pitcairn Conshohocken, Pennsylvania	$499K	+$534K	1	0.06%	New
562	JT Jump Trading Chicago, Illinois	$498K	-$981K	1	0.02%	Reduced
563	ACI Advance Capital I Southfield, Michigan	$496K	-$304K	1	0.51%	Reduced
564	DTL Dynamic Technology Lab Singapore	$493K	+$409K	1	0.13%	Increased
565	BFG Beacon Financial Group Dallas, Texas	$480K	-$3.93K	1	0.1%	Reduced
566	KPF K2 Principal Fund Toronto, Ontario, Canada	$480K	-$207K	1	0.07%	Reduced
567	LMAM Legg Mason Asset Management Tokyo, Japan	$480K	$0	1	0.49%	Maintained
568	Wedge Capital Management Charlotte, North Carolina	$478K	$0	1	0.01%	Maintained
569	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$476K	+$5.59K	2	0.39%	Increased
570	NCM Narwhal Capital Management Marietta, Georgia	$471K	-$112K	1	0.15%	Reduced
571	PFC Poplar Forest Capital Pasadena, California	$471K	+$48.6K	1	0.04%	Increased
572	Central Trust Company Jefferson City, Missouri	$468K	+$22.8K	2	0.04%	Increased
573	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$465K	+$14K	1	0.05%	Increased
574	UFG United Fire Group Cedar Rapids, Iowa	$465K	$0	1	0.2%	Maintained
575	BMM Buffington Mohr McNeal Boise, Idaho	$459K	$0	1	0.2%	Maintained