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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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.04M	-$1.93M	1	0.55%	Reduced
552	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.03M	-$771K	1	3.29%	Reduced
553	FG Formula Growth Montreal, Quebec, Canada	$2.02M	$0	1	0.42%	Maintained
554	SC Scholtz & Company Stamford, Connecticut	$2.02M	-$92K	1	1.71%	Reduced
555	FIM Freedom Investment Management Hartford, Connecticut	$2.01M	+$239K	2	0.12%	Increased
556	DCM Dialectic Capital Management Norwalk, Connecticut	$1.99M	-$505K	2	1.28%	Reduced
557	Capstone Investment Advisors New York	$1.97M	-$794K	1	0.05%	Reduced
558	PineBridge Investments New York	$1.97M	+$2.01K	3	0.05%	Increased
559	Central Trust Company Jefferson City, Missouri	$1.93M	+$624K	2	0.13%	Increased
560	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.92M	-$444K	1	0.54%	Reduced
561	RC Roundview Capital Princeton, New Jersey	$1.92M	+$396K	1	0.6%	Increased
562	TCM Tributary Capital Management Omaha, Nebraska	$1.91M	-$1.03M	1	0.19%	Reduced
563	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.9M	+$178K	3	0.12%	Increased
564	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.88M	-$362K	2	0.86%	Reduced
565	Baird Financial Group Milwaukee, Wisconsin	$1.87M	-$268K	2	0.02%	Reduced
566	OIM Orca Investment Management Roseburg, Oregon	$1.87M	-$22.1K	1	1.7%	Reduced
567	BB&T Securities Richmond, Virginia	$1.86M	+$414K	2	0.03%	Increased
568	MM Midas Management New York	$1.8M	$0	1	0.94%	Maintained
569	Brown Advisory Baltimore, Maryland	$1.79M	-$40.5K	2	0.01%	Reduced
570	FA FDx Advisors Chicago, Illinois	$1.75M	-$103K	1	0.05%	Reduced
571	Weiss Multi-Strategy Advisers New York	$1.75M	+$1.48M	1	0.07%	New
572	OAM Oxford Asset Management Oxford, United Kingdom	$1.73M	+$1.46M	2	0.04%	Increased
573	Commerce Bank Kansas City, Missouri	$1.73M	+$313K	2	0.02%	Increased
574	Schonfeld Strategic Advisors New York	$1.72M	-$1.71M	2	0.17%	Reduced
575	Pacer Advisors Malvern, Pennsylvania	$1.72M	+$214K	2	0.21%	Increased