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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	GIM Greylin Investment Management Orange, Virginia	$1.25M	-$21.4K	1	0.31%	Reduced
552	FG Formula Growth Montreal, Quebec, Canada	$1.25M	$0	1	0.28%	Maintained
553	FAM Fortaleza Asset Management Chicago, Illinois	$1.24M	-$610K	1	1.73%	Reduced
554	GCA Gideon Capital Advisors New York	$1.23M	-$30.6K	1	0.74%	Reduced
555	P Pitcairn Conshohocken, Pennsylvania	$1.23M	-$530K	2	0.15%	Reduced
556	FWSM First Wilshire Securities Management Pasadena, California	$1.23M	-$4.1K	1	0.37%	Reduced
557	TH Timber Hill Greenwich, Connecticut	$1.2M	-$2.26M	2	0.01%	Reduced
558	HCM HMS Capital Management Nashville, Tennessee	$1.19M	+$1.14M	1	1.18%	New
559	KI Koch Industries Wichita, Kansas	$1.19M	$0	1	3.06%	Maintained
560	WC Wexford Capital West Palm Beach, Florida	$1.18M	+$429K	1	0.19%	Increased
561	PCM Penn Capital Management Philadelphia, Pennsylvania	$1.16M	-$2.52M	1	0.08%	Reduced
562	IAM Ion Asset Management Herzliya, Israel	$1.15M	-$201K	1	0.53%	Reduced
563	Hudson Bay Capital Management Stamford, Connecticut	$1.14M	+$981K	1	0.03%	New
564	TP Truvvo Partners New York	$1.13M	-$179K	1	0.51%	Reduced
565	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.09M	-$241K	2	0.17%	Reduced
566	PTC Private Trust Company Cleveland, Ohio	$1.08M	+$21.5K	2	0.26%	Increased
567	Advisor Group Phoenix, Arizona	$1.08M	+$32.6K	3	0.03%	Increased
568	DTL Dynamic Technology Lab Singapore	$1.08M	+$774K	2	0.29%	Increased
569	TM Thrax Management New York	$1.07M	-$2.65M	1	0.38%	Reduced
570	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$1.06M	+$630K	2	0.33%	Increased
571	PCM Piermont Capital Management St. Louis, Missouri	$1.06M	+$1.12M	1	0.25%	New
572	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.05M	-$728K	1	0.02%	Reduced
573	Central Trust Company Jefferson City, Missouri	$1.05M	+$156K	1	0.08%	Increased
574	QS Investors New York	$1.04M	-$3.16M	3	0.01%	Reduced
575	Tokio Marine Asset Management Tokyo, Japan	$1.01M	-$172K	2	0.11%	Reduced