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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	RGI River Global Investors London, United Kingdom	$2.82M	-$3.92K	1	0.32%	Reduced
577	CSM CAMG Solamere Management Charlotte, North Carolina	$2.81M	-$849K	1	1.25%	Reduced
578	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.8M	-$550K	1	0.35%	Reduced
579	Tower Research Capital (TRC) New York	$2.8M	+$2.21M	3	0.36%	Increased
580	FAT First American Trust Santa Ana, California	$2.79M	-$121K	1	0.69%	Reduced
581	VI Versor Investments New York	$2.75M	+$2.33M	1	0.8%	Increased
582	I IberiaBank Lafayette, Louisiana	$2.75M	-$22.2K	1	0.43%	Reduced
583	Private Advisor Group Morristown, New Jersey	$2.73M	-$1.15M	2	0.12%	Reduced
584	EMG Ellington Management Group Old Greenwich, Connecticut	$2.72M	-$2.05M	3	0.44%	Reduced
585	SM Sciencast Management Princeton, New Jersey	$2.68M	+$2.65M	2	1.44%	New
586	Thompson Siegel & Walmsley Richmond, Virginia	$2.67M	-$111K	2	0.03%	Reduced
587	VWA V Wealth Advisors Overland Park, Kansas	$2.67M	-$371K	1	1.34%	Reduced
588	KI Koch Industries Wichita, Kansas	$2.66M	+$257K	2	0.39%	Increased
589	IAM Integre Asset Management New York	$2.65M	-$2.26M	1	1.57%	Reduced
590	IFP Advisors Tampa, Florida	$2.61M	+$1.25M	2	0.12%	Increased
591	RAM Roanoke Asset Management Jersey City, New Jersey	$2.6M	-$349K	1	1.25%	Reduced
592	Central Trust Company Jefferson City, Missouri	$2.6M	-$159K	2	0.16%	Reduced
593	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2.6M	+$2.58M	2	0.06%	Increased
594	OCG Opus Capital Group Cincinnati, Ohio	$2.6M	+$2.77M	1	0.57%	New
595	MM Midas Management New York	$2.58M	$0	1	1.02%	Maintained
596	DM Delphi Management Brookline, Massachusetts	$2.58M	-$481K	1	1.47%	Reduced
597	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.57M	-$280K	2	0.24%	Reduced
598	BMM Buffington Mohr McNeal Boise, Idaho	$2.56M	-$58.2K	1	0.98%	Reduced
599	MML Investors Services Springfield, Massachusetts	$2.56M	+$562K	2	0.05%	Increased
600	PAM Paradigm Asset Management New York	$2.53M	-$865K	1	0.69%	Reduced