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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	SC SRB Corp Boston, Massachusetts	$296K	+$42.2K	2	0.05%	Increased
627	CC Courier Capital Buffalo, New York	$285K	$0	1	0.06%	Maintained
628	Forvis Mazars Wealth Advisors Springfield, Missouri	$283K	+$18K	1	0.05%	Increased
629	GEM Global Endowment Management Charlotte, North Carolina	$281K	$0	1	0.06%	Maintained
630	BII Bainco International Investors Boston, Massachusetts	$279K	$0	1	0.07%	Maintained
631	MAM Mizuho Asset Management Tokyo, Japan	$279K	-$125K	2	0.07%	Reduced
632	SCA Secor Capital Advisors New York	$276K	+$289K	1	0.04%	New
633	PC Palo Capital Newport Beach, California	$275K	-$161K	1	0.22%	Reduced
634	PPCM Pillar Pacific Capital Management Pacifica, California	$274K	$0	1	0.05%	Maintained
635	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$271K	+$14K	1	0.07%	Increased
636	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$271K	-$690K	1	0.03%	Reduced
637	O'Shaughnessy Asset Management Stamford, Connecticut	$270K	+$189K	1	0.01%	Increased
638	MSI Financial Services Springfield, Massachusetts	$268K	+$28.2K	3	0.01%	Increased
639	CCA Checchi Capital Advisers Beverly Hills, California	$265K	+$115K	2	0.06%	Increased
640	GBA Garrison Bradford & Associates New York	$260K	$0	1	0.3%	Maintained
641	MCM Manchester Capital Management Manchester, Vermont	$258K	-$123K	2	0.04%	Reduced
642	AC Amici Capital New York	$257K	+$274K	1	0.03%	New
643	MIP Marietta Investment Partners Milwaukee, Wisconsin	$252K	+$222K	1	0.1%	New
644	Intact Investment Management Montreal, Quebec, Canada	$248K	+$14.5K	1	0.01%	Increased
645	DSI Daiwa SB Investments Tokyo, Japan	$247K	-$7.27K	1	0.06%	Reduced
646	SCM Stonebridge Capital Management Los Angeles, California	$247K	+$101K	1	0.11%	Increased
647	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$246K	+$70.5K	1	0.25%	Increased
648	Sterling Capital Management Charlotte, North Carolina	$246K	$0	1	0%	Maintained
649	OIA Optimum Investment Advisors Chicago, Illinois	$239K	$0	1	0.09%	Maintained
650	Cubist Systematic Strategies Stamford, Connecticut	$236K	-$1.3M	1	0.01%	Reduced