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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	FCI Financial Counselors Inc Overland Park, Kansas	$1.32M	+$1.27M	1	0.07%	New
577	YMRC Yorktown Management & Research Company Forest, Virginia	$1.32M	+$1.27M	1	0.34%	New
578	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.3M	+$11K	2	0.21%	Increased
579	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.25M	-$133K	1	1.36%	Reduced
580	P Pitcairn Conshohocken, Pennsylvania	$1.24M	-$171K	2	0.15%	Reduced
581	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.23M	+$1.06M	2	0.03%	New
582	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.23M	+$400K	1	0.43%	Increased
583	KI Koch Industries Wichita, Kansas	$1.22M	$0	1	2.79%	Maintained
584	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.2M	+$124K	2	0.13%	Increased
585	PL Parkwood LLC Cleveland, Ohio	$1.19M	-$1.41M	2	0.18%	Reduced
586	LPL Financial San Diego, California	$1.19M	+$30.8K	3	0.01%	Increased
587	PL Polianta Ltd St Helier, Jersey	$1.18M	+$1.14M	1	0.64%	New
588	PTC Private Trust Company Cleveland, Ohio	$1.18M	-$99.5K	2	0.28%	Reduced
589	WA WFG Advisors Dallas, Texas	$1.18M	+$641K	2	0.29%	Increased
590	EI Elkhorn Investments Chicago, Illinois	$1.17M	+$1M	1	1.37%	New
591	TP Truvvo Partners New York	$1.17M	-$87.3K	1	0.41%	Reduced
592	Davis Selected Advisers Tucson, Arizona	$1.16M	$0	2	0.01%	Maintained
593	Pacer Advisors Malvern, Pennsylvania	$1.16M	+$14.8K	2	0.17%	Increased
594	Driehaus Capital Management Chicago, Illinois	$1.16M	+$872K	1	0.04%	Increased
595	PCM Piermont Capital Management St. Louis, Missouri	$1.13M	-$30K	1	0.26%	Reduced
596	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.13M	-$1.16M	1	0.13%	Reduced
597	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.13M	+$35.3K	2	0.35%	Increased
598	CI Cowen Inc New York	$1.1M	-$2.18M	1	0.05%	Reduced
599	RC Roundview Capital Princeton, New Jersey	$1.1M	$0	1	0.35%	Maintained
600	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.1M	-$1.01M	1	1.53%	Reduced