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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	I IberiaBank Lafayette, Louisiana	$1.99M	+$275K	1	0.59%	Increased
577	United Capital Financial Advisors Irving, Texas	$1.99M	-$512K	1	0.02%	Reduced
578	MM Midas Management New York	$1.98M	$0	1	1.05%	Maintained
579	Penserra Capital Management Orinda, California	$1.97M	+$1.02M	2	0.71%	Increased
580	FA FDx Advisors Chicago, Illinois	$1.95M	+$30.5K	1	0.06%	Increased
581	RC Roundview Capital Princeton, New Jersey	$1.94M	-$41.5K	1	0.57%	Reduced
582	First Citizens Bank & Trust Raleigh, North Carolina	$1.94M	-$271K	2	0.25%	Reduced
583	FWSM First Wilshire Securities Management Pasadena, California	$1.93M	-$16.5K	1	0.55%	Reduced
584	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.92M	-$1.1M	3	0.17%	Reduced
585	1GA 1st Global Advisors Dallas, Texas	$1.9M	+$1.01M	2	0.22%	Increased
586	IWA IBEX Wealth Advisors Bedminster, New Jersey	$1.9M	+$461K	1	0.75%	Increased
587	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.89M	-$177K	1	0.94%	Reduced
588	Boothbay Fund Management New York	$1.87M	-$698K	1	0.39%	Reduced
589	BMM Buffington Mohr McNeal Boise, Idaho	$1.86M	+$340K	1	0.73%	Increased
590	OIM Orca Investment Management Roseburg, Oregon	$1.86M	-$69.3K	1	1.73%	Reduced
591	P Pitcairn Conshohocken, Pennsylvania	$1.85M	+$239K	2	0.22%	Increased
592	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.83M	$0	2	0.17%	Maintained
593	ETrade Capital Management Arlington, Virginia	$1.83M	-$1.08M	2	0.07%	Reduced
594	Banco Santander Madrid, Spain	$1.81M	-$146K	1	0.04%	Reduced
595	TCM Tributary Capital Management Omaha, Nebraska	$1.81M	-$308K	1	0.16%	Reduced
596	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.77M	-$999K	2	0.23%	Reduced
597	ALPS Advisors Denver, Colorado	$1.77M	+$322K	2	0.01%	Increased
598	YMRC Yorktown Management & Research Company Forest, Virginia	$1.77M	$0	1	0.56%	Maintained
599	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.75M	+$777K	1	0.21%	Increased
600	Commerce Bank Kansas City, Missouri	$1.7M	-$145K	2	0.02%	Reduced