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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	FAM Fortaleza Asset Management Chicago, Illinois	$878K	-$479K	1	0.41%	Reduced
602	MSU Maple Securities USA Jersey City, New Jersey	$871K	+$823K	1	0.1%	New
603	Lazard Asset Management New York	$866K	+$827K	1	0%	New
604	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$846K	+$2.14K	1	0.12%	Increased
605	MHS M Holdings Securities Portland, Oregon	$796K	+$62.6K	1	0.44%	Increased
606	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$754K	-$64.8K	1	0.35%	Reduced
607	1919 Investment Counsel Baltimore, Maryland	$753K	+$713K	2	0.02%	Increased
608	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$740K	-$3.89M	1	0.38%	Reduced
609	GIM Grassi Investment Management Santa Clara, California	$732K	$0	1	0.14%	Maintained
610	OA Oak Associates Akron, Ohio	$732K	-$403K	1	0.09%	Reduced
611	ECM Everence Capital Management Goshen, Indiana	$716K	-$154K	1	0.26%	Reduced
612	HPCM High Pointe Capital Management Chicago, Illinois	$707K	+$256K	1	0.31%	Increased
613	QI Quotient Investors New York	$704K	+$665K	1	0.15%	New
614	Guardian Capital (Canada) Toronto, Ontario, Canada	$703K	-$1.07M	1	0.01%	Reduced
615	CAM Carret Asset Management New York	$700K	+$71	1	0.14%	Increased
616	LMAM Legg Mason Asset Management Tokyo, Japan	$695K	-$78.5K	1	0.49%	Reduced
617	MCM Murphy Capital Management Bedminster, New Jersey	$694K	+$661K	2	0.11%	New
618	RSS Rosenblum Silverman Sutton San Francisco, California	$681K	+$650K	1	0.31%	New
619	Raymond James Financial Services Advisors St. Petersburg, Florida	$679K	-$20.2K	1	0.04%	Reduced
620	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$678K	$0	1	0.09%	Maintained
621	SIM SSI Investment Management Los Angeles, California	$669K	-$60.7K	2	0.07%	Reduced
622	People's United Financial Bridgeport, Connecticut	$654K	+$61.5K	1	0.03%	Increased
623	SI Shaker Investments Cleveland, Ohio	$651K	$0	1	0.44%	Maintained
624	Mizuho Securities USA New York	$639K	+$604K	1	0.07%	New
625	IIM Ipswich Investment Management Beverly, Massachusetts	$638K	+$49.2K	1	0.27%	Increased