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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	I IberiaBank Lafayette, Louisiana	$580K	+$261K	1	0.26%	Increased
602	BFG Beacon Financial Group Dallas, Texas	$577K	+$94.4K	1	0.13%	Increased
603	Wealthfront Palo Alto, California	$576K	+$159K	2	0.02%	Increased
604	C CFO4Life Coppell, Texas	$565K	+$47.6K	1	0.48%	Increased
605	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$564K	-$45.5K	2	0.42%	Reduced
606	MC Menta Capital San Francisco, California	$558K	-$1.25M	2	0.08%	Reduced
607	Veritable Wilmington, Delaware	$549K	+$91.1K	2	0.01%	Increased
608	SEC Seven Eight Capital New York	$547K	+$523K	2	0.19%	New
609	PC Passport Capital San Francisco, California	$538K	+$445K	1	0.01%	New
610	Quantbot Technologies New York	$531K	+$443K	2	0.06%	New
611	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$528K	+$525K	2	0.15%	Increased
612	WC Wexford Capital West Palm Beach, Florida	$527K	+$435K	1	0.09%	New
613	GA GFS Advisors Houston, Texas	$502K	$0	1	0.12%	Maintained
614	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$495K	$0	1	0.07%	Maintained
615	First Allied Advisory Services San Diego, California	$495K	+$40.5K	1	0.03%	Increased
616	Fiera Capital (Canada) Montreal, Quebec, Canada	$493K	+$407K	1	0%	New
617	LMAM Legg Mason Asset Management Tokyo, Japan	$480K	-$8.03K	1	0.52%	Reduced
618	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$477K	+$14.1K	1	0.2%	Increased
619	SC Skylands Capital Milwaukee, Wisconsin	$475K	+$480K	1	0.08%	New
620	UFG United Fire Group Cedar Rapids, Iowa	$473K	$0	1	0.19%	Maintained
621	IFP Advisors Tampa, Florida	$470K	-$60.7K	3	0.03%	Reduced
622	Guardian Capital (Canada) Toronto, Ontario, Canada	$462K	+$441K	1	0.01%	New
623	CAIMH Central Asset Investments & Management Holdings Hong Kong	$458K	-$1.34M	1	0.45%	Reduced
624	HH Hilltop Holdings Dallas, Texas	$457K	+$195K	2	0.15%	Increased
625	Eaton Vance Management Boston, Massachusetts	$454K	$0	1	0%	Maintained