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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	Levin Capital Strategies New York	$315K	+$361K	1	0.01%	New
627	SIG Schooner Investment Group Wayne, Pennsylvania	$309K	-$196K	2	0.22%	Reduced
628	FWM Frontier Wealth Management Kansas City, Missouri	$308K	+$354K	1	0.05%	New
629	CCM Compton Capital Management Providence, Rhode Island	$306K	+$88.6K	1	0.11%	Increased
630	MAM Mizuho Asset Management Tokyo, Japan	$302K	+$75.2K	2	0.07%	Increased
631	IFS Ifrah Financial Services Little Rock, Arkansas	$295K	-$3.15K	1	0.12%	Reduced
632	SC SRB Corp Boston, Massachusetts	$295K	+$112K	2	0.04%	Increased
633	AIM Ada Investment Management New York	$293K	+$306K	1	0.15%	New
634	POA Pergamon Offshore Advisors New York	$292K	+$328K	1	0.32%	New
635	RegentAtlantic Capital Morristown, New Jersey	$291K	-$196K	1	0.03%	Reduced
636	CMT Capital Markets Trading Frankfurt, Germany	$289K	+$332K	1	0.04%	New
637	Pictet North America Advisors Geneva 73, Switzerland	$288K	+$90.7K	1	0.08%	Increased
638	Murphy Capital Management Bedminster, New Jersey	$287K	-$180K	1	0.05%	Reduced
639	Hillsdale Investment Management Toronto, Ontario, Canada	$285K	+$18.5K	1	0.1%	Increased
640	SI Sensato Investors San Francisco, California	$281K	+$315K	1	0.05%	New
641	Old Mutual Customised Solutions Pinelands, South Africa	$280K	$0	2	0.08%	Maintained
642	Hilltop Holdings Dallas, Texas	$276K	+$37.9K	1	0.08%	Increased
643	CCM Cadence Capital Management Boston, Massachusetts	$273K	+$313K	1	0.02%	New
644	IIM Ipswich Investment Management Beverly, Massachusetts	$271K	-$91.8K	1	0.13%	Reduced
645	Legacy Private Trust Neenah, Wisconsin	$271K	$0	1	0.04%	Maintained
646	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$269K	-$220K	2	0.06%	Reduced
647	Trexquant Investment Stamford, Connecticut	$269K	+$278K	1	0.02%	New
648	AH Achievement Holdings Chicago, Illinois	$268K	-$161K	1	0.02%	Reduced
649	Adell Harriman & Carpenter Houston, Texas	$265K	-$794K	1	0.08%	Reduced
650	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$260K	-$21.3K	3	0.01%	Reduced