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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	JIP Jaffetilchin Investment Partners Tampa, Florida	$610K	+$144K	1	0.19%	Increased
652	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$598K	-$154K	2	0.17%	Reduced
653	Eaton Vance Management Boston, Massachusetts	$587K	$0	1	0%	Maintained
654	PNAA Pictet North America Advisors Geneva 73, Switzerland	$584K	$0	1	0.14%	Maintained
655	HPCM High Pointe Capital Management Chicago, Illinois	$566K	-$208K	1	1.01%	Reduced
656	AP Advisor Partners Walnut Creek, California	$559K	+$39.5K	2	0.19%	Increased
657	IFP Advisors Tampa, Florida	$553K	-$35.6K	4	0.03%	Reduced
658	Schonfeld Strategic Advisors New York	$553K	+$531K	1	0.09%	New
659	HH Hilltop Holdings Dallas, Texas	$548K	-$8.19K	2	0.17%	Reduced
660	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$547K	+$9.1K	1	0.23%	Increased
661	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$537K	-$17.8K	2	0.14%	Reduced
662	MIM Miller Investment Management West Conshohocken, Pennsylvania	$533K	$0	1	0.19%	Maintained
663	UFG United Fire Group Cedar Rapids, Iowa	$533K	$0	1	0.21%	Maintained
664	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$505K	-$1.21K	1	0.21%	Reduced
665	Fiera Capital (Canada) Montreal, Quebec, Canada	$503K	-$114K	1	0%	Reduced
666	MSI Financial Services Springfield, Massachusetts	$497K	+$66.9K	4	0.02%	Increased
667	First Merchants Corp Muncie, Indiana	$496K	+$5.46K	1	0.16%	Increased
668	BKA Brick & Kyle Associates Newtown, Pennsylvania	$495K	+$2.29K	1	0.4%	Increased
669	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$489K	-$43.1K	1	0.07%	Reduced
670	FQ First Quadrant Glendale, California	$474K	-$17.1K	1	0.01%	Reduced
671	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$474K	$0	1	0.11%	Maintained
672	FIM Fruth Investment Management Houston, Texas	$469K	-$45.8K	1	0.23%	Reduced
673	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$466K	+$218K	2	0.16%	Increased
674	O'Shaughnessy Asset Management Stamford, Connecticut	$461K	$0	1	0.01%	Maintained
675	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$460K	+$394K	1	0.12%	New