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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	FA FDx Advisors Chicago, Illinois	$636K	+$48.4K	2	0.04%	Increased
627	NIMI Natixis Investment Managers International Paris, France	$631K	+$197K	1	0.09%	Increased
628	Brown Advisory Baltimore, Maryland	$628K	+$53.3K	2	0%	Increased
629	CO Caldwell & Orkin Norcross, Georgia	$620K	+$292K	1	0.45%	Increased
630	CWM Concert Wealth Management San Jose, California	$618K	+$13.6K	1	0.08%	Increased
631	Evercore Wealth Management New York	$605K	+$47.6K	2	0.03%	Increased
632	BWP Baldwin Wealth Partners Marion, Massachusetts	$604K	+$576K	1	0.09%	New
633	Wedbush Securities Los Angeles, California	$602K	+$569K	1	0.09%	New
634	Advisory Services Network Atlanta, Georgia	$598K	+$182K	1	0.22%	Increased
635	Loomis, Sayles & Company Boston, Massachusetts	$598K	$0	1	0%	Maintained
636	Algert Global San Francisco, California	$580K	+$295K	2	0.43%	Increased
637	CCM Corsair Capital Management New York	$580K	-$2.59M	1	0.06%	Reduced
638	TC TradeLink Capital Chicago, Illinois	$575K	-$304K	2	0.92%	Reduced
639	Capital Fund Management (CFM) Paris, France	$569K	-$24.1M	2	0.01%	Reduced
640	BHA Beech Hill Advisors New York	$558K	+$527K	1	0.26%	New
641	MCM Manchester Capital Management Manchester, Vermont	$558K	-$8.94K	2	0.07%	Reduced
642	BOTW Bank of the West Monterey Park, California	$537K	+$510K	2	0.09%	New
643	PCM Perritt Capital Management Chicago, Illinois	$536K	$0	1	0.1%	Maintained
644	Hennessy Advisors Inc Novato, California	$534K	-$22K	2	0.02%	Reduced
645	FHC First Heartland Consultants Lake St. Louis, Missouri	$529K	$0	1	0.23%	Maintained
646	SignatureFD Atlanta, Georgia	$518K	-$45.1K	1	0.17%	Reduced
647	P Pitcairn Conshohocken, Pennsylvania	$516K	+$2.69K	1	0.06%	Increased
648	IH IFC Holdings Tampa, Florida	$513K	+$211K	1	0.09%	Increased
649	Driehaus Capital Management Chicago, Illinois	$505K	+$441K	1	0.02%	Increased
650	PRC Platte River Capital Denver, Colorado	$502K	+$29.7K	1	0.13%	Increased