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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	KSA Ken Stern & Associates San Diego, California	$666K	+$200K	2	0.52%	Increased
577	Lazard Asset Management New York	$665K	$0	1	0%	Maintained
578	Daiwa Securities Group Tokyo, Japan	$662K	$0	2	0%	Maintained
579	Trexquant Investment Stamford, Connecticut	$643K	+$531K	1	0.08%	New
580	FRM Fox Run Management Greenwich, Connecticut	$639K	+$611K	1	0.31%	New
581	AssetMark Inc Concord, California	$638K	+$531K	1	0.01%	Increased
582	MN Services Vermogensbeheer The Hague, Netherlands	$629K	+$290	2	0.15%	Increased
583	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$628K	$0	2	0.16%	Maintained
584	HPCM High Pointe Capital Management Chicago, Illinois	$625K	-$44.3K	1	0.95%	Reduced
585	MCM Murphy Capital Management Bedminster, New Jersey	$622K	+$199K	1	0.1%	Increased
586	TPWA TRUE Private Wealth Advisors Salem, Oregon	$620K	-$45.2K	1	0.21%	Reduced
587	E. Ohman J:or Asset Management Stockholm, Sweden	$620K	+$129K	2	0.1%	Increased
588	SCM Sterneck Capital Management Kansas City, Missouri	$618K	+$511K	1	0.41%	New
589	First National Trust Hermitage, Pennsylvania	$614K	-$54.2K	1	0.09%	Reduced
590	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$609K	-$1.14K	1	0.07%	Reduced
591	CAM Carret Asset Management New York	$605K	-$4.02K	1	0.12%	Reduced
592	BMM Buffington Mohr McNeal Boise, Idaho	$604K	$0	1	0.27%	Maintained
593	DC Deere & Company Moline, Illinois	$604K	-$1.69M	1	0.03%	Reduced
594	Algert Global San Francisco, California	$602K	-$300K	2	0.24%	Reduced
595	Wedge Capital Management Charlotte, North Carolina	$592K	$0	1	0.01%	Maintained
596	WEC Winslow Evans & Crocker Boston, Massachusetts	$592K	+$81.1K	2	0.18%	Increased
597	HIM Herald Investment Management London, United Kingdom	$590K	$0	1	0.25%	Maintained
598	Cambridge Investment Research Advisors Fairfield, Iowa	$589K	-$448K	1	0.01%	Reduced
599	PAM PT Asset Management Chicago, Illinois	$589K	-$185K	1	0.09%	Reduced
600	ETrade Capital Management Arlington, Virginia	$584K	-$38.6K	1	0.03%	Reduced