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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	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.4M	$0	2	0.21%	Maintained
627	Baird Financial Group Milwaukee, Wisconsin	$1.37M	-$551K	1	0.01%	Reduced
628	Advent Capital Management New York	$1.36M	+$1.08M	2	0.03%	Increased
629	IH IFC Holdings Tampa, Florida	$1.35M	+$1.19M	1	0.1%	Increased
630	SA Sicart Associates New York	$1.34M	$0	1	0.98%	Maintained
631	FCI Financial Counselors Inc Overland Park, Kansas	$1.33M	-$262K	1	0.07%	Reduced
632	Sumitomo Life Insurance Tokyo, Japan	$1.32M	-$2.29M	1	0.17%	Reduced
633	CC ClearArc Capital Cincinnati, Ohio	$1.32M	-$3.62K	2	0.21%	Reduced
634	E. Ohman J:or Asset Management Stockholm, Sweden	$1.31M	-$117K	2	0.13%	Reduced
635	AP Advisor Partners Walnut Creek, California	$1.31M	+$3.26K	2	0.31%	Increased
636	OA Oak Associates Akron, Ohio	$1.31M	-$542K	1	0.1%	Reduced
637	HCM HMS Capital Management Nashville, Tennessee	$1.29M	-$285K	1	1.15%	Reduced
638	JIR James Investment Research Alpha, Ohio	$1.29M	+$1.26M	1	0.04%	New
639	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.29M	-$58.7K	1	0.52%	Reduced
640	AAM Azzad Asset Management Falls Church, Virginia	$1.29M	+$1.33M	1	0.46%	New
641	IFWM Institute for Wealth Management Denver, Colorado	$1.28M	+$1.31M	2	0.35%	New
642	LIM Leavell Investment Management Mobile, Alabama	$1.27M	$0	1	0.16%	Maintained
643	Koshinski Asset Management Decatur, Illinois	$1.26M	-$1.33M	1	0.46%	Reduced
644	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.25M	+$325K	3	0.22%	Increased
645	TP Truvvo Partners New York	$1.24M	-$38.1K	1	0.45%	Reduced
646	DCM Dynamic Capital Management St. Helier, Jersey	$1.23M	-$1.77M	2	0.28%	Reduced
647	Great Lakes Advisors Chicago, Illinois	$1.21M	-$280K	1	0.03%	Reduced
648	MML Investors Services Springfield, Massachusetts	$1.2M	+$1.2M	2	0.02%	New
649	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.19M	-$888K	1	2.08%	Reduced
650	Hancock Whitney Gulfport, Mississippi	$1.18M	+$15.7K	1	0.05%	Increased