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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	E. Ohman J:or Asset Management Stockholm, Sweden	$1.07M	$0	2	0.26%	Maintained
577	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.06M	+$10.8K	1	0.14%	Increased
578	Fuller & Thaler Asset Management San Mateo, California	$1.06M	+$429K	2	0.05%	Increased
579	NFG Next Financial Group Houston, Texas	$1.05M	+$911K	2	0.21%	Increased
580	FIM Fruth Investment Management Houston, Texas	$1.04M	+$32.4K	1	0.46%	Increased
581	SWM Strategic Wealth Management Kirkland, Washington	$1.04M	+$982K	1	1.08%	New
582	Fifth Third Bancorp Cincinnati, Ohio	$1.02M	-$12.9K	2	0.01%	Reduced
583	CC ClearArc Capital Cincinnati, Ohio	$1.01M	+$26.4K	2	0.23%	Increased
584	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.01M	+$473K	1	0.16%	Increased
585	PineBridge Investments New York	$1.01M	+$938K	2	0.04%	Increased
586	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1M	-$13.2K	2	0.09%	Reduced
587	CAM CMT Asset Management Chicago, Illinois	$987K	+$109K	1	0.05%	Increased
588	Prudential plc London, England, United Kingdom	$976K	+$271K	2	0%	Increased
589	EGA E&G Advisors Houston, Texas	$956K	+$71.1K	1	0.61%	Increased
590	TC TFS Capital West Chester, Pennsylvania	$944K	-$377K	1	0.08%	Reduced
591	Northeast Financial Consultants Westport, Connecticut	$925K	$0	1	0.51%	Maintained
592	CCM Catapult Capital Management New York	$922K	-$1.84M	1	0.1%	Reduced
593	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$922K	+$615	2	0%	Increased
594	SHA Smith Hayes Advisers Lincoln, Nebraska	$919K	$0	1	0.22%	Maintained
595	JIP Jaffetilchin Investment Partners Tampa, Florida	$912K	+$91.4K	1	0.33%	Increased
596	Schroder Investment Management Group London, United Kingdom	$906K	$0	2	0%	Maintained
597	CK Carnick & Kubik Colorado Springs, Colorado	$900K	+$860K	1	0.83%	New
598	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$898K	$0	1	0.18%	Maintained
599	PAM PartnerRe Asset Management Greenwich, Connecticut	$893K	-$137K	2	0.18%	Reduced
600	GIPM G2 Investment Partners Management New York	$888K	+$920K	1	0.3%	New