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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	$2.77M	-$26.9K	1	0.68%	Reduced
552	Central Trust Company Jefferson City, Missouri	$2.76M	+$27K	2	0.18%	Increased
553	Trexquant Investment Stamford, Connecticut	$2.75M	-$635K	2	0.69%	Reduced
554	FG Formula Growth Montreal, Quebec, Canada	$2.75M	$0	1	0.43%	Maintained
555	CI Cigna Investments Bloomfield, Connecticut	$2.74M	-$3.96K	2	0.18%	Reduced
556	D.A. Davidson & Co Great Falls, Montana	$2.72M	+$332	2	0.05%	Increased
557	MC Moors & Cabot Boston, Massachusetts	$2.71M	+$607K	2	0.39%	Increased
558	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.71M	+$82.3K	3	0.16%	Increased
559	RGI River Global Investors London, United Kingdom	$2.7M	-$1.47M	1	0.4%	Reduced
560	Ameritas Investment Partners Lincoln, Nebraska	$2.69M	$0	4	0.13%	Maintained
561	GFPC Global Financial Private Capital Sarasota, Florida	$2.69M	-$457K	1	0.1%	Reduced
562	Thompson Siegel & Walmsley Richmond, Virginia	$2.66M	-$493K	2	0.03%	Reduced
563	BMM Buffington Mohr McNeal Boise, Idaho	$2.6M	+$44.3K	1	1.01%	Increased
564	MM Midas Management New York	$2.59M	$0	1	1.37%	Maintained
565	Jennison Associates New York	$2.58M	+$2.08M	1	0%	New
566	KI Koch Industries Wichita, Kansas	$2.57M	+$265K	3	0.61%	Increased
567	Wealthfront Palo Alto, California	$2.54M	+$294K	2	0.03%	Increased
568	LP Luzich Partners Las Vegas, Nevada	$2.53M	+$2.13M	1	2.13%	New
569	FA FDx Advisors Chicago, Illinois	$2.52M	-$48.1K	2	0.07%	Reduced
570	UR USCA RIA Houston, Texas	$2.51M	$0	1	0.32%	Maintained
571	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$2.5M	+$145K	2	0.33%	Increased
572	CA Cornerstone Advisors Asheville, North Carolina	$2.48M	+$1.99M	1	0.29%	New
573	OIM Orca Investment Management Roseburg, Oregon	$2.46M	+$7.84K	1	2.18%	Increased
574	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.41M	-$95.9K	3	0.2%	Reduced
575	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.4M	$0	2	0.22%	Maintained