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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	MAM Meeder Asset Management Dublin, Ohio	$940K	-$958K	1	0.09%	Reduced
627	ING Group Amsterdam, Netherlands	$939K	+$823K	2	0.02%	New
628	CIM CIM Investment Management Pittsburgh, Pennsylvania	$936K	+$10.6K	1	0.34%	Increased
629	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$924K	+$197K	2	0.17%	Increased
630	EI EAM Investors Solana Beach, California	$920K	-$56.6K	1	0.12%	Reduced
631	ALPS Advisors Denver, Colorado	$918K	-$5.61K	2	0.01%	Reduced
632	BB&T Securities Richmond, Virginia	$917K	$0	2	0.01%	Maintained
633	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$916K	$0	1	0.1%	Maintained
634	LMR Partners London, United Kingdom	$909K	-$575K	1	0.14%	Reduced
635	KSA Ken Stern & Associates San Diego, California	$908K	-$6.85K	2	0.47%	Reduced
636	LIM Leavell Investment Management Mobile, Alabama	$899K	$0	1	0.12%	Maintained
637	HAM Highstreet Asset Management London, Ontario, Canada	$893K	+$857K	1	0.31%	New
638	Veritable Wilmington, Delaware	$882K	+$78.5K	2	0.02%	Increased
639	EEG E.E. Geduld	$877K	-$188K	1	0.49%	Reduced
640	SC Skylands Capital Milwaukee, Wisconsin	$865K	+$813K	1	0.13%	New
641	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$861K	+$738K	1	1.46%	New
642	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$857K	$0	1	0.64%	Maintained
643	Cubist Systematic Strategies Stamford, Connecticut	$855K	-$8.87M	4	0.07%	Reduced
644	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$827K	+$208K	1	0.33%	Increased
645	GIM Grassi Investment Management Santa Clara, California	$827K	-$20.3K	1	0.15%	Reduced
646	CSM CAMG Solamere Management Charlotte, North Carolina	$826K	+$793K	1	0.58%	New
647	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$824K	+$706K	1	0.43%	New
648	Tokio Marine Asset Management Tokyo, Japan	$824K	-$330K	2	0.1%	Reduced
649	First Allied Advisory Services San Diego, California	$822K	+$18.6K	1	0.04%	Increased
650	FDS First Dallas Securities Dallas, Texas	$816K	-$285K	1	0.56%	Reduced