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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	GL GLG LLC New York	$1.69M	-$3.15M	1	0.1%	Reduced
602	KI Koch Industries Wichita, Kansas	$1.66M	+$320K	2	0.45%	Increased
603	Wealthfront Palo Alto, California	$1.66M	+$172K	2	0.02%	Increased
604	IAS IMA Advisory Services Denver, Colorado	$1.65M	+$35.3K	1	0.8%	Increased
605	LJAC L.J. Altfest & Co New York	$1.65M	+$1.66M	2	1%	New
606	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.62M	-$119K	2	0.23%	Reduced
607	BAM Baring Asset Management London, United Kingdom	$1.6M	+$1.19M	1	0.1%	Increased
608	MAM Meeder Asset Management Dublin, Ohio	$1.6M	-$706K	2	0.15%	Reduced
609	Sterling Capital Management Charlotte, North Carolina	$1.58M	-$2.68M	1	0.02%	Reduced
610	Avantax Planning Partners Dubuque, Iowa	$1.56M	+$6.47K	1	0.13%	Increased
611	GIM Grassi Investment Management Santa Clara, California	$1.55M	+$433K	2	0.27%	Increased
612	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.54M	+$1.6M	1	0.57%	New
613	MC Moors & Cabot Boston, Massachusetts	$1.51M	+$620K	1	0.25%	Increased
614	Veritable Wilmington, Delaware	$1.5M	+$151K	2	0.03%	Increased
615	UBS O'Connor Chicago, Illinois	$1.49M	+$1.46M	1	0.02%	New
616	IRF IBM Retirement Fund Armonk, New York	$1.48M	+$730K	2	0.27%	Increased
617	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.48M	+$15.4K	2	0.26%	Increased
618	IFM Investors Melbourne, Australia	$1.47M	+$399K	2	0.27%	Increased
619	TCA Teewinot Capital Advisers New York	$1.47M	$0	1	0.72%	Maintained
620	Conning Inc Hartford, Connecticut	$1.45M	-$11.7K	2	0.05%	Reduced
621	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.44M	+$39.9K	2	0.39%	Increased
622	Lockheed Martin Investment Management Bethesda, Maryland	$1.41M	$0	1	0.08%	Maintained
623	TI Turner Investments Berwyn, Pennsylvania	$1.41M	-$367K	1	0.93%	Reduced
624	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.41M	-$341K	1	0.33%	Reduced
625	HBK Investments Dallas, Texas	$1.4M	+$1.08M	1	0.01%	Increased