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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	Northeast Financial Consultants Westport, Connecticut	$889K	$0	1	0.5%	Maintained
577	ECM Everence Capital Management Goshen, Indiana	$880K	$0	1	0.33%	Maintained
578	Synovus Financial Columbus, Georgia	$873K	-$1.73M	1	0.02%	Reduced
579	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$872K	+$117K	2	0%	Increased
580	Schroder Investment Management Group London, United Kingdom	$871K	-$11.4M	2	0%	Reduced
581	EGA E&G Advisors Houston, Texas	$847K	+$701K	1	0.55%	New
582	TC TradeLink Capital Chicago, Illinois	$846K	+$113K	2	0.78%	Increased
583	CL CSS LLC Chicago, Illinois	$844K	-$594K	1	0.04%	Reduced
584	CAM CMT Asset Management Chicago, Illinois	$839K	+$694K	1	0.05%	New
585	DCM DLS Capital Management Bannockburn, Illinois	$839K	-$694K	1	5.34%	Reduced
586	KFS KMS Financial Services Seattle, Washington	$835K	+$691K	1	0.12%	New
587	SHA Smith Hayes Advisers Lincoln, Nebraska	$831K	$0	1	0.19%	Maintained
588	GIM Gyrus Investment Management Toronto, Ontario, Canada	$824K	+$682K	1	0.15%	New
589	RAM Redmond Asset Management Henrico, Virginia	$824K	+$682K	1	0.4%	New
590	ALPS Advisors Denver, Colorado	$822K	+$17.3K	1	0.01%	Increased
591	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$791K	+$654K	1	0.36%	New
592	Sumitomo Life Insurance Tokyo, Japan	$786K	+$845	1	0.08%	Increased
593	JIP Jaffetilchin Investment Partners Tampa, Florida	$784K	+$242K	1	0.28%	Increased
594	WAS Winch Advisory Services Appleton, Wisconsin	$779K	+$645K	1	0.46%	New
595	ACMI Amida Capital Management II New York	$777K	-$424K	1	0.94%	Reduced
596	SIM SSI Investment Management Los Angeles, California	$771K	-$75.8K	2	0.07%	Reduced
597	GMIM General Motors Investment Management New York	$769K	+$105K	1	0.06%	Increased
598	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$763K	+$674K	1	0.09%	New
599	GCA Gideon Capital Advisors New York	$752K	+$664K	1	0.27%	New
600	Mariner Overland Park, Kansas	$746K	+$122K	1	0.08%	Increased