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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	Mariner Overland Park, Kansas	$2.24M	-$760K	1	0.11%	Reduced
552	Peconic Partners New York	$2.24M	+$2.19M	1	0.36%	New
553	Private Advisor Group Morristown, New Jersey	$2.22M	-$1.3M	2	0.06%	Reduced
554	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.22M	-$1.51M	1	0.02%	Reduced
555	Catalyst Capital Advisors Huntington, New York	$2.22M	$0	1	0.09%	Maintained
556	JCM Jafra Capital Management New York	$2.2M	+$2.16M	1	0.82%	New
557	CSM CAMG Solamere Management Charlotte, North Carolina	$2.2M	+$342K	1	1.26%	Increased
558	BIMC Benson Investment Management Company Roanoke, Virginia	$2.19M	+$2.27M	1	1.98%	New
559	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.13M	+$25.3K	1	0.56%	Increased
560	BRF B. Riley Financial Los Angeles, California	$2.12M	+$2.1M	2	0.58%	New
561	GCM Glaxis Capital Management Sarasota, Florida	$2.12M	+$2.2M	1	4.15%	New
562	FAT First American Trust Santa Ana, California	$2.12M	-$1.42M	1	0.59%	Reduced
563	SH SeaTown Holdings Singapore	$2.11M	+$2.19M	1	0.29%	New
564	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.11M	+$13.9K	1	0.54%	Increased
565	FIM Freedom Investment Management Hartford, Connecticut	$2.1M	-$94.3K	2	0.12%	Reduced
566	DF Donoghue Forlines Boston, Massachusetts	$2.1M	+$2.17M	1	0.24%	New
567	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.09M	+$418K	2	0.21%	Increased
568	FG Formula Growth Montreal, Quebec, Canada	$2.09M	$0	1	0.36%	Maintained
569	Central Trust Company Jefferson City, Missouri	$2.09M	-$34.6K	2	0.14%	Reduced
570	CI Cigna Investments Bloomfield, Connecticut	$2.09M	-$137K	2	0.14%	Reduced
571	D.A. Davidson & Co Great Falls, Montana	$2.07M	-$2.62M	3	0.05%	Reduced
572	Pacer Advisors Malvern, Pennsylvania	$2.04M	+$220K	3	0.2%	Increased
573	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.03M	-$105K	2	0.07%	Reduced
574	OMERS Administration Corp Toronto, Ontario, Canada	$2.02M	-$409K	1	0.03%	Reduced
575	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2M	+$3.67K	3	0.12%	Increased