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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	AFS Amtrust Financial Services New York	$1.21M	-$4M	1	0.24%	Reduced
627	IBEX Wealth Advisors Bedminster, New Jersey	$1.2M	+$58K	1	0.74%	Increased
628	KSA Ken Stern & Associates San Diego, California	$1.19M	-$8.31K	2	0.56%	Reduced
629	Ninety One Cape Town, South Africa	$1.19M	+$33.3K	1	0.78%	Increased
630	Quantbot Technologies New York	$1.19M	+$853K	3	0.13%	Increased
631	Leavell Investment Management Mobile, Alabama	$1.16M	+$58.8K	1	0.15%	Increased
632	TP Truvvo Partners New York	$1.15M	-$248K	1	0.52%	Reduced
633	Mountain Pacific Investment Advisers Boise, Idaho	$1.12M	-$73.2K	1	0.13%	Reduced
634	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.12M	-$393K	2	0.03%	Reduced
635	Verition Fund Management Greenwich, Connecticut	$1.12M	-$2M	1	0.1%	Reduced
636	GQG Partners Ft. Lauderdale, Florida	$1.11M	+$935K	1	0.25%	New
637	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.1M	-$29.3K	1	0.78%	Reduced
638	Comerica Securities Detroit, Michigan	$1.07M	+$976K	1	0.17%	New
639	Hancock Whitney Gulfport, Mississippi	$1.06M	-$151K	1	0.04%	Reduced
640	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.04M	$0	1	0.13%	Maintained
641	JAM JW Asset Management Miami Beach, Florida	$1.04M	+$269K	1	0.22%	Increased
642	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.04M	-$89.3K	1	0.36%	Reduced
643	Davis Selected Advisers Tucson, Arizona	$1.02M	-$391K	2	0%	Reduced
644	CWM Concert Wealth Management San Jose, California	$1.02M	-$8.45K	2	0.23%	Reduced
645	IFM Investors Melbourne, Australia	$1.01M	+$333K	2	0.26%	Increased
646	Convergence Investment Partners Palm Beach Gardens, Florida	$1.01M	+$851K	1	0.14%	New
647	Grassi Investment Management Santa Clara, California	$1M	$0	1	0.17%	Maintained
648	Financial Architects (New Jersey) Marlton, New Jersey	$985K	+$317K	3	0.17%	Increased
649	Eaton Vance Management Boston, Massachusetts	$968K	+$12.2K	1	0%	Increased
650	RFCA R&F Capital Advisors New York	$959K	-$30.7K	1	0.25%	Reduced