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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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$2.18M	+$1.49M	2	0.13%	Increased
627	Global X Management Company New York	$2.15M	+$446K	3	0.05%	Increased
628	WAM Warlander Asset Management New York	$2.11M	-$3.6M	1	0.22%	Reduced
629	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.08M	-$372K	3	0.17%	Reduced
630	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.07M	-$380K	2	0.2%	Reduced
631	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$2.05M	+$142K	2	0.34%	Increased
632	CC Clearline Capital New York	$2.04M	+$2.14M	1	1.06%	New
633	IFM Investors Melbourne, Australia	$2.04M	+$13.6K	2	0.32%	Increased
634	Meitav Investment House Bene-Beraq, Israel	$2.04M	+$2.07M	1	0.12%	New
635	Emerald Advisers Leola, Pennsylvania	$2.03M	+$1.2M	2	0.08%	Increased
636	IRF IBM Retirement Fund Armonk, New York	$2.03M	+$47.7K	2	0.34%	Increased
637	TCA Teewinot Capital Advisers New York	$2.02M	$0	1	0.85%	Maintained
638	LPU Lansdowne Partners (UK) London, United Kingdom	$2.01M	+$2.1M	1	0.02%	New
639	HA Harbor Advisors West Palm Beach, Florida	$1.99M	+$2.09M	1	0.68%	New
640	CC ClearArc Capital Cincinnati, Ohio	$1.97M	+$24.8K	2	0.27%	Increased
641	First Citizens Bank & Trust Raleigh, North Carolina	$1.96M	-$273K	2	0.26%	Reduced
642	Conning Inc Hartford, Connecticut	$1.95M	-$8.64K	2	0.06%	Reduced
643	YMRC Yorktown Management & Research Company Forest, Virginia	$1.93M	$0	1	0.56%	Maintained
644	AP Advisor Partners Walnut Creek, California	$1.9M	-$3.84K	2	0.34%	Reduced
645	Koshinski Asset Management Decatur, Illinois	$1.9M	+$184K	1	0.48%	Increased
646	CG Clinton Group New York	$1.9M	+$944K	1	0.17%	Increased
647	Cetera Advisors Denver, Colorado	$1.89M	+$1.31M	2	0.12%	Increased
648	SGA Strategic Global Advisors Newport Beach, California	$1.88M	-$167K	1	0.61%	Reduced
649	FFA First Foundation Advisors Irvine, California	$1.87M	+$593K	2	0.1%	Increased
650	Prime Capital Investment Advisors Overland Park, Kansas	$1.87M	+$1.96M	1	1.44%	New