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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	RIM Rampart Investment Management Hartford, Connecticut	$878K	+$753K	1	0.34%	New
602	TCA Teewinot Capital Advisers New York	$875K	$0	1	0.8%	Maintained
603	CM Crestline Management Fort Worth, Texas	$863K	+$829K	1	0.11%	New
604	MN Services Vermogensbeheer The Hague, Netherlands	$860K	+$12.7K	2	0.17%	Increased
605	Wealth Enhancement Advisory Services Plymouth, Minnesota	$860K	-$680K	1	0.13%	Reduced
606	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$858K	-$884K	2	0.17%	Reduced
607	Great Lakes Advisors Chicago, Illinois	$854K	-$38.3K	1	0.02%	Reduced
608	RAM Redmond Asset Management Henrico, Virginia	$852K	$0	1	0.42%	Maintained
609	NO Ninety One Cape Town, South Africa	$847K	+$819K	1	0.54%	New
610	ALPS Advisors Denver, Colorado	$833K	-$55.1K	2	0.01%	Reduced
611	CIM CIM Investment Management Pittsburgh, Pennsylvania	$829K	-$574K	1	0.32%	Reduced
612	CC ClearArc Capital Cincinnati, Ohio	$824K	+$5.94K	2	0.16%	Increased
613	LIM Leavell Investment Management Mobile, Alabama	$805K	$0	1	0.12%	Maintained
614	IWA IBEX Wealth Advisors Bedminster, New Jersey	$796K	+$764K	1	0.44%	New
615	KSA Ken Stern & Associates San Diego, California	$789K	$0	2	0.54%	Maintained
616	Wealthfront Palo Alto, California	$787K	+$81.5K	2	0.02%	Increased
617	ARTA A.R.T. Advisors New York	$786K	-$2.95M	1	0.25%	Reduced
618	BMM Buffington Mohr McNeal Boise, Idaho	$780K	$0	1	0.33%	Maintained
619	PIM Partner Investment Management San Francisco, California	$775K	+$665K	1	1.15%	New
620	Numeric Investors Boston, Massachusetts	$773K	+$701K	2	0.01%	New
621	Brinker Capital Berwyn, Pennsylvania	$772K	-$63.1K	1	0.07%	Reduced
622	HIM Herald Investment Management London, United Kingdom	$763K	$0	1	0.28%	Maintained
623	GIM Grassi Investment Management Santa Clara, California	$760K	-$20.5K	1	0.14%	Reduced
624	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$752K	-$1.15M	1	0.09%	Reduced
625	E. Ohman J:or Asset Management Stockholm, Sweden	$745K	$0	2	0.11%	Maintained