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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	IWA IBEX Wealth Advisors Bedminster, New Jersey	$2.52M	+$31.4K	1	1.12%	Increased
602	Level Four Advisory Services Dallas, Texas	$2.51M	+$415K	2	0.19%	Increased
603	BIMC Benson Investment Management Company Roanoke, Virginia	$2.48M	-$438K	1	1.84%	Reduced
604	FA FDx Advisors Chicago, Illinois	$2.47M	-$57.8K	2	0.07%	Reduced
605	LCM Lakewood Capital Management New York	$2.47M	+$2.58M	1	0.09%	New
606	IAS IMA Advisory Services Denver, Colorado	$2.46M	+$33.3K	1	1.1%	Increased
607	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$2.45M	+$609K	2	0.25%	Increased
608	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.44M	+$794K	1	0.02%	Increased
609	MA MANA Advisors New York	$2.43M	+$2.58M	2	1.04%	New
610	ED Exane Derivatives Paris, France	$2.36M	+$2.52M	1	0.41%	New
611	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.34M	+$2.5M	1	1.84%	New
612	CAM Carret Asset Management New York	$2.34M	+$111K	1	0.36%	Increased
613	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.33M	-$471K	3	0.14%	Reduced
614	MIM Marco Investment Management Atlanta, Georgia	$2.33M	+$2.17M	1	0.36%	Increased
615	AAM Azzad Asset Management Falls Church, Virginia	$2.32M	-$491K	1	0.73%	Reduced
616	Marsico Capital Management Denver, Colorado	$2.31M	+$2.47M	1	0.09%	New
617	Brown Advisory Baltimore, Maryland	$2.3M	-$95.2K	2	0.01%	Reduced
618	Caption Management Oklahoma City, Oklahoma	$2.3M	+$2.46M	1	0.24%	New
619	FWSM First Wilshire Securities Management Pasadena, California	$2.28M	-$6.95K	1	0.63%	Reduced
620	TPWA TRUE Private Wealth Advisors Salem, Oregon	$2.25M	+$2.32M	2	0.39%	New
621	Commerce Bank Kansas City, Missouri	$2.23M	+$19.4K	2	0.03%	Increased
622	IH IFC Holdings Tampa, Florida	$2.23M	+$477K	2	0.15%	Increased
623	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$2.2M	+$1.76M	2	0.14%	Increased
624	E. Ohman J:or Asset Management Stockholm, Sweden	$2.19M	+$252K	2	0.18%	Increased
625	GL GLG LLC New York	$2.18M	-$4.05M	1	0.16%	Reduced