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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	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$454K	+$400K	1	0.2%	New
577	HIM Herald Investment Management London, United Kingdom	$449K	$0	1	0.19%	Maintained
578	First Merchants Corp Muncie, Indiana	$440K	+$388K	1	0.16%	New
579	JIP Jaffetilchin Investment Partners Tampa, Florida	$435K	+$177K	1	0.14%	Increased
580	WEC Winslow Evans & Crocker Boston, Massachusetts	$434K	+$152K	2	0.13%	Increased
581	SRCM Sterling Ridge Capital Management New York	$432K	+$461K	1	0.27%	New
582	FQ First Quadrant Glendale, California	$429K	-$1.68M	1	0.01%	Reduced
583	Davis Selected Advisers Tucson, Arizona	$427K	+$414K	2	0%	New
584	KSA Ken Stern & Associates San Diego, California	$418K	-$638K	1	0.29%	Reduced
585	QI Quotient Investors New York	$415K	+$365K	1	0.15%	New
586	E. Ohman J:or Asset Management Stockholm, Sweden	$414K	-$80K	2	0.07%	Reduced
587	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$413K	$0	1	0.1%	Maintained
588	Veritable Wilmington, Delaware	$409K	-$72.5K	2	0.01%	Reduced
589	MCM Murphy Capital Management Bedminster, New Jersey	$406K	-$70.9K	1	0.06%	Reduced
590	AP Advisor Partners Walnut Creek, California	$403K	+$230K	2	0.15%	Increased
591	SGA Strategic Global Advisors Newport Beach, California	$400K	-$1.23M	1	0.17%	Reduced
592	AIS AlphaOne Investment Services West Chester, Pennsylvania	$392K	-$190K	1	0.16%	Reduced
593	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$391K	+$344K	1	0.1%	New
594	AIM Acrospire Investment Management Chicago, Illinois	$389K	+$352K	3	0.27%	New
595	Capstone Investment Advisors New York	$388K	+$342K	1	0.01%	New
596	MCC Malaga Cove Capital Pv Estates, California	$383K	$0	1	0.32%	Maintained
597	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$382K	+$7.82K	2	0.08%	Increased
598	GA GFS Advisors Houston, Texas	$382K	$0	1	0.1%	Maintained
599	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$377K	-$134K	1	0.05%	Reduced
600	CCB Cutter & Co Brokerage Ballwin, Missouri	$370K	+$326K	1	0.17%	New