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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	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$804K	+$386K	2	0.43%	Increased
552	Koshinski Asset Management Decatur, Illinois	$797K	+$761K	1	0.43%	New
553	Great Lakes Advisors Chicago, Illinois	$794K	-$15.7K	1	0.02%	Reduced
554	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$793K	-$339K	1	0.26%	Reduced
555	RQS Ramsey Quantitative Systems Louisville, Kentucky	$790K	-$16.6K	1	0.87%	Reduced
556	Central Trust Company Jefferson City, Missouri	$786K	+$295K	1	0.06%	Increased
557	LPL Financial San Diego, California	$785K	-$1.11M	1	0.01%	Reduced
558	KA KLCM Advisors Milwaukee, Wisconsin	$783K	+$748K	1	0.27%	New
559	Coldstream Capital Management Bellevue, Washington	$772K	+$738K	1	0.14%	New
560	BIM BRC Investment Management Greenwood Village, Colorado	$771K	-$2.57K	1	0.13%	Reduced
561	Jefferies Group New York	$766K	-$5.44M	3	0%	Reduced
562	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$762K	$0	1	0.16%	Maintained
563	RAM Redmond Asset Management Henrico, Virginia	$757K	$0	1	0.38%	Maintained
564	Sumitomo Life Insurance Tokyo, Japan	$748K	-$23.6K	1	0.1%	Reduced
565	Brinker Capital Berwyn, Pennsylvania	$744K	-$26K	1	0.07%	Reduced
566	Conning Inc Hartford, Connecticut	$727K	-$1.36K	2	0.03%	Reduced
567	GCA Greenwood Capital Associates Greenwood, South Carolina	$725K	+$457K	2	0.22%	Increased
568	LIM Leavell Investment Management Mobile, Alabama	$715K	$0	1	0.11%	Maintained
569	GF Gerstein Fisher New York	$705K	+$711K	1	0.09%	New
570	GIM Grassi Investment Management Santa Clara, California	$693K	-$6.03K	1	0.13%	Reduced
571	HPA Hilltop Park Associates New York	$688K	-$2.32M	1	2.87%	Reduced
572	Wolverine Asset Management Chicago, Illinois	$688K	+$568K	1	0.01%	New
573	Baker Avenue Asset Management San Francisco, California	$684K	-$98.9K	1	0.1%	Reduced
574	TCA Teewinot Capital Advisers New York	$677K	$0	1	0.55%	Maintained
575	CC ClearArc Capital Cincinnati, Ohio	$674K	+$1.17K	2	0.13%	Increased