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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	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.79M	+$179K	1	0.51%	Increased
627	SA Sicart Associates New York	$1.77M	$0	1	1.27%	Maintained
628	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$1.77M	+$534K	2	0.26%	Increased
629	Hillsdale Investment Management Toronto, Ontario, Canada	$1.74M	+$985K	2	0.29%	Increased
630	Koshinski Asset Management Decatur, Illinois	$1.74M	+$77.4K	1	0.57%	Increased
631	AP Advisor Partners Walnut Creek, California	$1.73M	+$7.86K	2	0.34%	Increased
632	1832 Asset Management Toronto, Ontario, Canada	$1.72M	-$20.1M	3	0.01%	Reduced
633	Sumitomo Life Insurance Tokyo, Japan	$1.71M	-$25K	1	0.22%	Reduced
634	OA Oak Associates Akron, Ohio	$1.71M	$0	1	0.13%	Maintained
635	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.7M	+$12.2K	1	0.64%	Increased
636	Baird Financial Group Milwaukee, Wisconsin	$1.69M	-$54.6K	2	0.01%	Reduced
637	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.69M	-$760K	1	0.45%	Reduced
638	LIM Leavell Investment Management Mobile, Alabama	$1.67M	$0	1	0.21%	Maintained
639	CFA Camarda Financial Advisors Fleming Island, Florida	$1.66M	+$1.46M	1	1.79%	New
640	Global X Management Company New York	$1.65M	+$167K	3	0.04%	Increased
641	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.64M	-$217K	2	0.55%	Reduced
642	Brinker Capital Berwyn, Pennsylvania	$1.64M	+$414K	2	0.07%	Increased
643	HCM HMS Capital Management Nashville, Tennessee	$1.63M	-$52.9K	1	1.39%	Reduced
644	DAM Doheny Asset Management Los Angeles, California	$1.61M	+$1.3M	1	0.74%	New
645	JAM JW Asset Management Miami Beach, Florida	$1.61M	+$158K	1	1.18%	Increased
646	FA Fagan Associates Troy, New York	$1.61M	+$111K	1	0.8%	Increased
647	CIBC Private Wealth Group Atlanta, Georgia	$1.6M	+$1.38M	2	0.01%	New
648	Great Lakes Advisors Chicago, Illinois	$1.58M	-$3.41K	1	0.04%	Reduced
649	GGHC Gilder Gagnon Howe & Co New York	$1.57M	+$21.8K	1	0.02%	Increased
650	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.56M	-$992K	1	0.01%	Reduced