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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	$1.39M	-$13.1K	2	0.05%	Reduced
602	Great Lakes Advisors Chicago, Illinois	$1.38M	+$186K	2	0.04%	Increased
603	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.38M	-$241K	2	0.25%	Reduced
604	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.36M	-$5.21M	1	0.17%	Reduced
605	ALPS Advisors Denver, Colorado	$1.35M	+$225K	2	0.01%	Increased
606	IFP Advisors Tampa, Florida	$1.35M	+$15.1K	4	0.06%	Increased
607	E. Ohman J:or Asset Management Stockholm, Sweden	$1.35M	+$44K	2	0.17%	Increased
608	Oppenheimer Asset Management New York	$1.33M	+$1.21M	2	0.04%	New
609	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.31M	+$127K	2	0.2%	Increased
610	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.31M	-$104K	2	0.41%	Reduced
611	AIM Alambic Investment Management Belvedere, California	$1.31M	+$790K	1	0.16%	Increased
612	GIM Greylin Investment Management Orange, Virginia	$1.3M	-$419K	1	0.3%	Reduced
613	SA Sicart Associates New York	$1.3M	$0	1	0.94%	Maintained
614	KI Koch Industries Wichita, Kansas	$1.29M	$0	1	1.1%	Maintained
615	Lockheed Martin Investment Management Bethesda, Maryland	$1.28M	$0	1	0.07%	Maintained
616	State of Alaska Department of Revenue Juneau, Alaska	$1.27M	+$981K	3	0.09%	Increased
617	MN Services Vermogensbeheer The Hague, Netherlands	$1.27M	+$58.8K	2	0.25%	Increased
618	Driehaus Capital Management Chicago, Illinois	$1.26M	-$149K	2	0.04%	Reduced
619	LPL Financial San Diego, California	$1.26M	-$145K	3	0.01%	Reduced
620	Veritable Wilmington, Delaware	$1.25M	+$129K	2	0.03%	Increased
621	Global X Management Company New York	$1.25M	+$476K	3	0.04%	Increased
622	CC ClearArc Capital Cincinnati, Ohio	$1.25M	+$3.48K	2	0.21%	Increased
623	SC Skylands Capital Milwaukee, Wisconsin	$1.23M	+$407K	1	0.17%	Increased
624	AP Advisor Partners Walnut Creek, California	$1.23M	+$211K	2	0.33%	Increased
625	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.22M	+$197K	1	0.47%	Increased