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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	First Foundation Advisors Irvine, California	$954K	+$334K	2	0.06%	Increased
652	Jefferies Group New York	$950K	-$1.48M	3	0.01%	Reduced
653	Pictet North America Advisors Geneva 73, Switzerland	$950K	$0	1	0.16%	Maintained
654	Parkwood LLC Cleveland, Ohio	$945K	-$492K	2	0.13%	Reduced
655	Mizuho Securities USA New York	$942K	+$891K	1	0.05%	New
656	CCM CrestPoint Capital Management Four Seasons, Missouri	$924K	+$294K	1	0.44%	Increased
657	First Merchants Corp Muncie, Indiana	$921K	+$209K	2	0.26%	Increased
658	Carret Asset Management New York	$917K	+$11.8K	1	0.16%	Increased
659	Lido Advisors Los Angeles, California	$916K	+$158K	2	0.25%	Increased
660	Penserra Capital Management Orinda, California	$914K	+$341K	2	0.09%	Increased
661	Everence Capital Management Goshen, Indiana	$906K	$0	2	0.24%	Maintained
662	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$902K	+$333K	1	0.26%	Increased
663	Herald Investment Management London, United Kingdom	$895K	$0	1	0.33%	Maintained
664	1GA 1st Global Advisors Dallas, Texas	$883K	+$746K	1	0.1%	New
665	FPF FNY Partners Fund New York	$875K	-$394K	2	0.1%	Reduced
666	Baker Avenue Asset Management San Francisco, California	$873K	$0	1	0.12%	Maintained
667	Cavalier Investments Alpharetta, Georgia	$870K	+$735K	1	0.49%	New
668	CIC Canal Insurance Company Greenville, South Carolina	$867K	$0	1	0.3%	Maintained
669	Quantitative Investment Management Charlottesville, Virginia	$860K	+$243K	1	0.01%	Increased
670	TNAM Terra Nova Asset Management New York	$855K	+$783K	1	1.71%	New
671	Annex Advisory Services Brookfield, Wisconsin	$854K	+$55.4K	1	0.21%	Increased
672	IIA IPG Investment Advisors San Diego, California	$853K	+$721K	1	0.38%	New
673	Moors & Cabot Boston, Massachusetts	$845K	+$26.7K	1	0.14%	Increased
674	QAM Quantres Asset Management Cayman, Cayman Islands	$838K	-$5.34M	1	0.54%	Reduced
675	Tokio Marine Asset Management Tokyo, Japan	$835K	-$187K	2	0.11%	Reduced