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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	UFG United Fire Group Cedar Rapids, Iowa	$309K	$0	1	0.14%	Maintained
602	HPCM High Pointe Capital Management Chicago, Illinois	$302K	-$422K	1	0.12%	Reduced
603	Brown Brothers Harriman & Co New York	$295K	-$558K	2	0%	Reduced
604	Capital One National Association New York	$294K	+$14.7K	1	0.03%	Increased
605	FQ First Quadrant Glendale, California	$294K	$0	2	0.01%	Maintained
606	Natixis Investment Managers International Paris, France	$291K	+$293K	1	0.04%	New
607	WA WFG Advisors Dallas, Texas	$288K	-$3.5K	2	0.06%	Reduced
608	WEC Winslow Evans & Crocker Boston, Massachusetts	$287K	$0	2	0.1%	Maintained
609	OIA Optimum Investment Advisors Chicago, Illinois	$286K	-$31.9K	2	0.11%	Reduced
610	SC Scholtz & Company Stamford, Connecticut	$286K	+$287K	1	0.31%	New
611	MSU Maple Securities USA Jersey City, New Jersey	$285K	+$275K	1	0.03%	New
612	SC Saiers Capital New York	$284K	-$233K	1	0.08%	Reduced
613	CPA Cowen Prime Advisors New York	$279K	$0	1	0.11%	Maintained
614	FA FDx Advisors Chicago, Illinois	$278K	+$268K	1	0.02%	New
615	IFS Ifrah Financial Services Little Rock, Arkansas	$275K	+$276K	1	0.11%	New
616	Prelude Capital Management New York	$275K	-$956K	2	0.04%	Reduced
617	NWAM LLC Mercer Island, Washington	$270K	+$271K	1	0.09%	New
618	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$270K	+$271K	1	0.03%	New
619	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$268K	$0	1	0.01%	Maintained
620	GIS Guardian Investor Services New York	$261K	-$7.72K	2	0.2%	Reduced
621	Tocqueville Asset Management New York	$261K	+$903	2	0%	Increased
622	Baker Avenue Asset Management San Francisco, California	$260K	-$2.31M	1	0.04%	Reduced
623	First Mercantile Trust Cordova, Tennessee	$260K	$0	1	0.02%	Maintained
624	GS Gagnon Securities New York	$253K	-$22.6K	1	0.08%	Reduced
625	NPC National Planning Corporation El Segundo, California	$253K	+$246K	1	0.02%	New