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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	LPL Financial San Diego, California	$1.01M	+$93K	2	0.01%	Increased
577	FRM Fox Run Management Greenwich, Connecticut	$1M	+$304K	2	0.59%	Increased
578	Daiwa Securities Group Tokyo, Japan	$983K	+$171K	2	0.01%	Increased
579	Davis Selected Advisers Tucson, Arizona	$982K	$0	2	0%	Maintained
580	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$982K	+$722K	2	0%	Increased
581	Pacer Advisors Malvern, Pennsylvania	$969K	-$33.7K	2	0.15%	Reduced
582	LAM Lingohr Asset Management Duesseldorf, Germany	$962K	-$532K	1	0.87%	Reduced
583	Janney Montgomery Scott Philadelphia, Pennsylvania	$957K	-$2.49M	2	0.02%	Reduced
584	Commerce Bank Kansas City, Missouri	$956K	-$8.95K	2	0.01%	Reduced
585	EI EAM Investors Solana Beach, California	$949K	+$880K	1	0.13%	New
586	Capital Research Global Investors Los Angeles, California	$947K	$0	1	0%	Maintained
587	Lockheed Martin Investment Management Bethesda, Maryland	$947K	+$910K	1	0.08%	New
588	WEC Winslow Evans & Crocker Boston, Massachusetts	$940K	+$216K	2	0.27%	Increased
589	FDS First Dallas Securities Dallas, Texas	$930K	-$293K	1	0.69%	Reduced
590	BB&T Securities Richmond, Virginia	$917K	-$1.49M	2	0.01%	Reduced
591	HBK Investments Dallas, Texas	$913K	-$2.8M	2	0.01%	Reduced
592	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$912K	-$294K	2	0.11%	Reduced
593	Conning Inc Hartford, Connecticut	$905K	+$16.4K	2	0.04%	Increased
594	LIA LS Investment Advisors Bloomfield Hills, Michigan	$898K	-$207K	3	0.07%	Reduced
595	Koshinski Asset Management Decatur, Illinois	$897K	-$546	1	0.45%	Reduced
596	RC Roundview Capital Princeton, New Jersey	$893K	+$767K	1	0.32%	New
597	AIM Alambic Investment Management Belvedere, California	$889K	+$454K	1	0.21%	Increased
598	EEG E.E. Geduld	$889K	+$610K	1	0.89%	Increased
599	Sculptor Capital New York	$889K	+$763K	1	0.01%	New
600	Baker Avenue Asset Management San Francisco, California	$884K	$0	1	0.13%	Maintained