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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
651	Banque Pictet & Cie Geneva 73, Switzerland	$481K	+$398K	1	0.01%	New
652	CAIMH Central Asset Investments & Management Holdings Hong Kong	$478K	+$395K	1	0.33%	New
653	CP Cumberland Partners Toronto, Ontario, Canada	$478K	+$395K	1	0.05%	New
654	CG Clinton Group New York	$476K	-$310K	1	0.24%	Reduced
655	PAM Princeton Alpha Management Princeton Junction, New Jersey	$463K	+$409K	1	0.1%	New
656	PWPCM Perella Weinberg Partners Capital Management New York	$446K	+$369K	1	0.03%	New
657	NIM NuWave Investment Management Parsippany, New Jersey	$426K	-$280K	2	1.1%	Reduced
658	HPCM High Pointe Capital Management Chicago, Illinois	$420K	$0	1	0.15%	Maintained
659	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$418K	-$1.06M	4	0.1%	Reduced
660	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$416K	$0	1	0.1%	Maintained
661	QAM Quantres Asset Management Cayman, Cayman Islands	$412K	-$297K	1	0.46%	Reduced
662	NIMI Natixis Investment Managers International Paris, France	$406K	$0	1	0.05%	Maintained
663	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$403K	+$22.9K	1	0.04%	Increased
664	WEC Winslow Evans & Crocker Boston, Massachusetts	$400K	$0	2	0.13%	Maintained
665	WA WFG Advisors Dallas, Texas	$398K	$0	2	0.07%	Maintained
666	SC Saiers Capital New York	$396K	$0	1	0.12%	Maintained
667	Lockheed Martin Investment Management Bethesda, Maryland	$395K	-$1.85M	1	0.02%	Reduced
668	Advisory Services Network Atlanta, Georgia	$390K	+$323K	1	0.17%	New
669	Tocqueville Asset Management New York	$389K	+$54K	2	0%	Increased
670	IFS Ifrah Financial Services Little Rock, Arkansas	$381K	-$2.21K	1	0.14%	Reduced
671	UFG United Fire Group Cedar Rapids, Iowa	$380K	$0	1	0.16%	Maintained
672	Envestnet Asset Management Chicago, Illinois	$378K	+$45.7K	2	0%	Increased
673	OIA Optimum Investment Advisors Chicago, Illinois	$367K	+$1.2K	2	0.12%	Increased
674	CPA Cowen Prime Advisors New York	$363K	$0	1	0.14%	Maintained
675	FQ First Quadrant Glendale, California	$362K	$0	2	0.01%	Maintained