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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
576	Pacer Advisors Malvern, Pennsylvania	$376K	+$209K	1	0.09%	New
577	RCM Reynolds Capital Management Las Vegas, Nevada	$376K	-$99.2K	1	0.21%	Reduced
578	PAM Princeton Alpha Management Princeton Junction, New Jersey	$374K	+$334K	1	0.27%	New
579	Brandywine Global Investment Management Philadelphia, Pennsylvania	$360K	-$69.8K	2	0%	Reduced
580	Segall Bryant & Hamill Chicago, Illinois	$350K	-$21.5K	1	0.01%	Reduced
581	Johnson Investment Counsel Cincinnati, Ohio	$348K	$0	1	0.01%	Maintained
582	Seven Eight Capital New York	$339K	+$308K	2	0.38%	New
583	Marble Harbor Investment Counsel Boston, Massachusetts	$335K	$0	1	0.09%	Maintained
584	Meiji Yasuda Asset Management Tokyo, Japan	$324K	+$289K	1	0.07%	New
585	First Heartland Consultants Lake St. Louis, Missouri	$321K	-$28.7K	1	0.18%	Reduced
586	FMA FNY Managed Accounts New York	$319K	+$307K	2	0.49%	New
587	Jaffetilchin Investment Partners Tampa, Florida	$319K	+$285K	1	0.16%	New
588	HC HHG & Company Darien, Connecticut	$308K	$0	1	0.11%	Maintained
589	OIA Optimum Investment Advisors Chicago, Illinois	$308K	+$21K	2	0.12%	Increased
590	UFG United Fire Group Cedar Rapids, Iowa	$306K	$0	1	0.14%	Maintained
591	Loomis, Sayles & Company Boston, Massachusetts	$296K	$0	1	0%	Maintained
592	FQ First Quadrant Glendale, California	$290K	+$6.2K	2	0.01%	Increased
593	ING Group Amsterdam, Netherlands	$289K	$0	1	0%	Maintained
594	First Citizens Bank & Trust Raleigh, North Carolina	$277K	-$2.23M	1	0.03%	Reduced
595	Capital One National Association New York	$275K	+$266K	1	0.03%	New
596	MIM Marco Investment Management Atlanta, Georgia	$272K	$0	1	0.01%	Maintained
597	WA WFG Advisors Dallas, Texas	$270K	+$8.1K	2	0.04%	Increased
598	WEC Winslow Evans & Crocker Boston, Massachusetts	$264K	+$237K	2	0.09%	New
599	CPA Cowen Prime Advisors New York	$262K	+$249K	1	0.1%	New
600	CCM Credo Capital Management Baltimore, Maryland	$256K	-$509K	1	1.1%	Reduced