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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	PNAA Pictet North America Advisors Geneva 73, Switzerland	$452K	+$374K	1	0.11%	New
627	AIM Alambic Investment Management Belvedere, California	$443K	-$642K	1	0.11%	Reduced
628	HCM Herndon Capital Management Atlanta, Georgia	$441K	-$283K	2	0.02%	Reduced
629	FQ First Quadrant Glendale, California	$436K	$0	1	0.01%	Maintained
630	First Merchants Corp Muncie, Indiana	$435K	-$12.1K	1	0.14%	Reduced
631	QAM Quantres Asset Management Cayman, Cayman Islands	$431K	+$356K	1	0.27%	New
632	AP Advisor Partners Walnut Creek, California	$427K	-$32.6K	2	0.15%	Reduced
633	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$420K	$0	1	0.1%	Maintained
634	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$420K	+$351K	1	0.19%	New
635	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$417K	-$1.16M	1	0.05%	Reduced
636	MIM Miller Investment Management West Conshohocken, Pennsylvania	$413K	$0	1	0.16%	Maintained
637	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$410K	+$381K	2	0.19%	New
638	JIP Jaffetilchin Investment Partners Tampa, Florida	$408K	-$32.7K	1	0.12%	Reduced
639	SGA Strategic Global Advisors Newport Beach, California	$407K	$0	1	0.15%	Maintained
640	FIM Fruth Investment Management Houston, Texas	$404K	$0	1	0.19%	Maintained
641	LPT Legacy Private Trust Neenah, Wisconsin	$403K	+$52.2K	1	0.06%	Increased
642	AT Arden Trust Wilmington, Delaware	$387K	+$370K	1	0.03%	New
643	CCB Cutter & Co Brokerage Ballwin, Missouri	$387K	+$9.64K	1	0.17%	Increased
644	WCM Washington Capital Management Seattle, Washington	$386K	-$987K	1	0.55%	Reduced
645	MCC Malaga Cove Capital Pv Estates, California	$383K	$0	1	0.32%	Maintained
646	BKA Brick & Kyle Associates Newtown, Pennsylvania	$381K	-$7.96K	1	0.31%	Reduced
647	ACM Argentus Capital Management Dallas, Texas	$380K	-$317K	1	0.16%	Reduced
648	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$370K	-$44.6K	1	0.09%	Reduced
649	MAM Mizuho Asset Management Tokyo, Japan	$369K	+$156K	2	0.07%	Increased
650	SSG Summit Securities Group New York	$367K	+$350K	1	0.2%	New