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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	CP Cumberland Partners Toronto, Ontario, Canada	$497K	$0	1	0.06%	Maintained
652	EMG Ellington Management Group Old Greenwich, Connecticut	$495K	-$1.5M	2	0.34%	Reduced
653	FDS First Dallas Securities Dallas, Texas	$495K	-$108K	1	0.29%	Reduced
654	RCM Reynolds Capital Management Las Vegas, Nevada	$494K	-$468K	2	0.48%	Reduced
655	PNAA Pictet North America Advisors Geneva 73, Switzerland	$486K	+$460K	1	0.11%	New
656	IRS Invictus RG (Singapore) Singapore	$476K	+$195K	2	0.6%	Increased
657	Private Advisor Group Morristown, New Jersey	$472K	+$181K	1	0.03%	Increased
658	CG Clinton Group New York	$464K	-$33.3K	1	0.19%	Reduced
659	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$459K	$0	1	0.11%	Maintained
660	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$458K	-$365K	1	0.12%	Reduced
661	GMIM General Motors Investment Management New York	$453K	-$327K	1	0.04%	Reduced
662	AP Advisor Partners Walnut Creek, California	$447K	+$76.9K	1	0.26%	Increased
663	SM Senvest Management New York	$447K	$0	1	0.04%	Maintained
664	GCP GSA Capital Partners London, United Kingdom	$446K	-$2.8M	1	0.02%	Reduced
665	SPM Symmetry Peak Management Radnor, Pennsylvania	$428K	-$1.79M	1	0.05%	Reduced
666	IFS Ifrah Financial Services Little Rock, Arkansas	$423K	+$25.4K	1	0.16%	Increased
667	UFG United Fire Group Cedar Rapids, Iowa	$420K	$0	1	0.18%	Maintained
668	AIS AlphaOne Investment Services West Chester, Pennsylvania	$417K	+$79.9K	1	0.13%	Increased
669	WEC Winslow Evans & Crocker Boston, Massachusetts	$414K	-$1.43K	2	0.12%	Reduced
670	SC Saiers Capital New York	$412K	$0	1	0.18%	Maintained
671	Lockheed Martin Investment Management Bethesda, Maryland	$411K	$0	1	0.02%	Maintained
672	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$409K	-$10K	1	0.05%	Reduced
673	WA WFG Advisors Dallas, Texas	$409K	-$6.48K	2	0.08%	Reduced
674	OIA Optimum Investment Advisors Chicago, Illinois	$396K	-$1.43K	2	0.13%	Reduced
675	First Allied Advisory Services San Diego, California	$395K	+$89.4K	1	0.03%	Increased