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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	CSM CAMG Solamere Management Charlotte, North Carolina	$1.7M	+$638K	1	0.99%	Increased
577	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.7M	-$373K	1	0.4%	Reduced
578	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.7M	-$1.78M	2	0.16%	Reduced
579	EP Elkfork Partners Portland, Oregon	$1.67M	-$594K	2	0.05%	Reduced
580	OA Oak Associates Akron, Ohio	$1.66M	$0	1	0.13%	Maintained
581	HCM HMS Capital Management Nashville, Tennessee	$1.66M	-$240K	1	1.5%	Reduced
582	First Allied Advisory Services San Diego, California	$1.65M	+$474K	2	0.09%	Increased
583	SSG Summit Securities Group New York	$1.65M	-$47.6K	1	0.48%	Reduced
584	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.63M	-$301K	2	0.23%	Reduced
585	TI Turner Investments Berwyn, Pennsylvania	$1.6M	-$647K	1	1.04%	Reduced
586	YMRC Yorktown Management & Research Company Forest, Virginia	$1.6M	$0	1	0.42%	Maintained
587	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.6M	-$12.2M	2	0.18%	Reduced
588	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.57M	+$60.8K	2	0.17%	Increased
589	I IberiaBank Lafayette, Louisiana	$1.57M	+$777K	1	0.49%	Increased
590	IAS IMA Advisory Services Denver, Colorado	$1.56M	+$1.32M	1	0.79%	New
591	FWSM First Wilshire Securities Management Pasadena, California	$1.54M	-$1.53K	1	0.44%	Reduced
592	P Pitcairn Conshohocken, Pennsylvania	$1.52M	-$42.8K	2	0.18%	Reduced
593	Avantax Planning Partners Dubuque, Iowa	$1.5M	-$533K	1	0.13%	Reduced
594	BMM Buffington Mohr McNeal Boise, Idaho	$1.46M	+$164K	1	0.64%	Increased
595	Mirae Asset Global Investments Seoul, South Korea	$1.45M	+$1.26M	2	0.03%	New
596	RP Raiff Partners New York	$1.45M	+$1.22M	1	3.45%	New
597	PL Polianta Ltd St Helier, Jersey	$1.44M	$0	1	0.86%	Maintained
598	FCI Financial Counselors Inc Overland Park, Kansas	$1.44M	-$158K	1	0.07%	Reduced
599	TCA Teewinot Capital Advisers New York	$1.42M	$0	1	0.78%	Maintained
600	Wealthfront Palo Alto, California	$1.4M	+$95.7K	2	0.02%	Increased