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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
601	First Mercantile Trust Cordova, Tennessee	$256K	$0	1	0.02%	Maintained
602	Rivernorth Capital Management West Palm Beach, Florida	$256K	+$233K	1	0.02%	New
603	Tocqueville Asset Management New York	$256K	+$246K	2	0%	New
604	GS Gagnon Securities New York	$253K	-$36.1K	1	0.08%	Reduced
605	GIS Guardian Investor Services New York	$252K	+$1.34K	2	0.19%	Increased
606	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$247K	+$221K	1	0.01%	New
607	Northeast Financial Consultants Westport, Connecticut	$239K	+$214K	1	0.16%	New
608	Envestnet Asset Management Chicago, Illinois	$238K	+$25.1K	2	0%	Increased
609	MVA Mount Vernon Associates Baltimore, Maryland	$235K	-$64.2K	1	0.62%	Reduced
610	AIS AlphaOne Investment Services West Chester, Pennsylvania	$233K	+$225K	1	0.05%	New
611	Robeco Institutional Asset Management Rotterdam, Netherlands	$229K	$0	2	0%	Maintained
612	TC TFS Capital West Chester, Pennsylvania	$227K	-$2.3M	1	0.01%	Reduced
613	Livforsakringsbolaget Skandia Stockholm, Sweden	$226K	+$202K	1	0.15%	New
614	Wedbush Securities Los Angeles, California	$226K	+$202K	1	0.05%	New
615	UGIF US Global Investors Funds Portland, Maine	$223K	+$216K	1	0.04%	New
616	U.S. Global Investors (USGI) San Antonio, Texas	$223K	+$216K	1	0.04%	New
617	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$219K	+$212K	1	0.16%	New
618	Group One Trading Chicago, Illinois	$219K	-$7.83K	3	0%	Reduced
619	Avior Wealth Management Omaha, Nebraska	$218K	+$194K	1	0.21%	New
620	Gofen & Glossberg Chicago, Illinois	$218K	$0	1	0.01%	Maintained
621	SPM Symmetry Peak Management Radnor, Pennsylvania	$218K	+$194K	1	0.08%	New
622	Calvert Investment Management Bethesda, Maryland	$217K	+$194K	1	0.02%	New
623	GCM Glaxis Capital Management Sarasota, Florida	$217K	+$194K	1	0.47%	New
624	RegentAtlantic Capital Morristown, New Jersey	$212K	+$190K	1	0.02%	New
625	YMRC Yorktown Management & Research Company Forest, Virginia	$212K	+$205K	1	0.04%	New