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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
626	MUFG Securities EMEA London, United Kingdom	$190K	+$181K	1	0.09%	New
627	AMM American Money Management Rancho Santa Fe, California	$189K	+$180K	1	0.16%	New
628	JT Jump Trading Chicago, Illinois	$181K	+$162K	1	0.02%	New
629	GLI Guardian Life Insurance New York	$178K	-$182K	2	0.02%	Reduced
630	MTIP Magee Thomson Investment Partners San Diego, California	$172K	-$1.29K	2	0.04%	Reduced
631	OC Oakworth Capital Birmingham, Alabama	$165K	+$148K	1	0.12%	New
632	PCM Piermont Capital Management St. Louis, Missouri	$159K	+$151K	1	0.08%	New
633	PL Parkwood LLC Cleveland, Ohio	$155K	+$141K	2	0.04%	New
634	DAM Delta Asset Management Memphis, Tennessee	$153K	$0	1	0.03%	Maintained
635	EEG E.E. Geduld	$150K	+$143K	1	0.07%	New
636	Huntington National Bank Columbus, Ohio	$141K	-$10.4K	2	0%	Reduced
637	Shinko Asset Management Company Tokyo, Japan	$140K	-$22.2K	2	0%	Reduced
638	WIL Winifred I. Li	$140K	$0	1	0.12%	Maintained
639	FAM Forty4 Asset Management Chicago, Illinois	$132K	+$118K	1	0.04%	New
640	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$123K	+$76.8K	2	0.01%	Increased
641	Bessemer Group Woodbridge, New Jersey	$122K	+$89.4K	2	0%	Increased
642	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$121K	+$43.5K	1	0.2%	Increased
643	Central Trust Company Jefferson City, Missouri	$120K	+$37.3K	2	0.01%	Increased
644	MMG Monetary Management Group St Louis, Missouri	$120K	+$107K	1	0.06%	New
645	BCA Benchmark Capital Advisors New York	$118K	$0	1	0.08%	Maintained
646	IMS Index Management Solutions Philadelphia, Pennsylvania	$110K	-$592K	2	0.03%	Reduced
647	IRS Invictus RG (Singapore) Singapore	$100K	-$87.5K	2	0.07%	Reduced
648	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$98K	+$36.8K	1	0.06%	Increased
649	PFA Paradigm Financial Advisors Des Peres, Missouri	$96K	+$85.5K	1	0.09%	New
650	Plancorp LLC Saint Louis, Missouri	$95K	+$90.1K	1	0.08%	New