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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	Conning Inc Hartford, Connecticut	$1.09M	+$19K	2	0.04%	Increased
602	CO Caldwell & Orkin Norcross, Georgia	$1.09M	+$559K	1	0.69%	Increased
603	PHK Point72 Hong Kong Hong Kong	$1.09M	-$815K	4	1.09%	Reduced
604	Commerce Bank Kansas City, Missouri	$1.09M	-$22.8K	2	0.02%	Reduced
605	RIM Rampart Investment Management Hartford, Connecticut	$1.08M	-$3.02K	1	0.39%	Reduced
606	TCA Teewinot Capital Advisers New York	$1.08M	$0	1	0.68%	Maintained
607	Capital Research Global Investors Los Angeles, California	$1.06M	$0	1	0%	Maintained
608	Lockheed Martin Investment Management Bethesda, Maryland	$1.06M	$0	1	0.09%	Maintained
609	FPF FNY Partners Fund New York	$1.04M	+$895K	1	0.05%	New
610	Central Trust Company Jefferson City, Missouri	$1.03M	-$139K	1	0.07%	Reduced
611	IFP Advisors Tampa, Florida	$1.03M	+$308K	4	0.05%	Increased
612	CWM Concert Wealth Management San Jose, California	$1.02M	-$676K	2	0.23%	Reduced
613	Boothbay Fund Management New York	$1.02M	+$234K	2	0.23%	Increased
614	E. Ohman J:or Asset Management Stockholm, Sweden	$1.02M	+$124K	2	0.14%	Increased
615	Wealthfront Palo Alto, California	$1.02M	+$80.5K	2	0.02%	Increased
616	Hancock Whitney Gulfport, Mississippi	$1M	+$736K	1	0.04%	Increased
617	IWA IBEX Wealth Advisors Bedminster, New Jersey	$1M	+$54.5K	1	0.48%	Increased
618	SA Sicart Associates New York	$986K	+$845K	1	0.68%	New
619	Koshinski Asset Management Decatur, Illinois	$985K	-$583K	1	0.49%	Reduced
620	CC ClearArc Capital Cincinnati, Ohio	$975K	+$3.27K	2	0.18%	Increased
621	BMM Buffington Mohr McNeal Boise, Idaho	$963K	$0	1	0.37%	Maintained
622	MN Services Vermogensbeheer The Hague, Netherlands	$962K	$0	2	0.2%	Maintained
623	NO Ninety One Cape Town, South Africa	$958K	$0	1	0.65%	Maintained
624	Great Lakes Advisors Chicago, Illinois	$949K	-$4.77K	1	0.02%	Reduced
625	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$945K	+$322K	2	0.12%	Increased