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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	GGHC Gilder Gagnon Howe & Co New York	$1.17M	+$346K	1	0.02%	Increased
652	AR Advisory Research Chicago, Illinois	$1.17M	-$2.08M	1	0.02%	Reduced
653	Global X Management Company New York	$1.17M	-$72.6K	3	0.04%	Reduced
654	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.16M	+$719K	1	0.39%	Increased
655	Scotia Capital Toronto, Ontario, Canada	$1.16M	-$2.78M	1	0.02%	Reduced
656	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.16M	+$222K	1	0.34%	Increased
657	IFP Advisors Tampa, Florida	$1.16M	-$245K	3	0.05%	Reduced
658	GA Geneva Advisors Chicago, Illinois	$1.15M	+$372K	2	0.02%	Increased
659	SCM Suffolk Capital Management New York	$1.15M	+$1.2M	1	0.15%	New
660	CS Comerica Securities Detroit, Michigan	$1.14M	-$35.2K	1	0.17%	Reduced
661	FA Fagan Associates Troy, New York	$1.12M	+$563K	1	0.58%	Increased
662	NO Ninety One Cape Town, South Africa	$1.11M	-$212K	1	0.62%	Reduced
663	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.1M	-$32.2K	1	0.75%	Reduced
664	CAM Carret Asset Management New York	$1.1M	+$90.2K	1	0.18%	Increased
665	JAM JW Asset Management Miami Beach, Florida	$1.07M	$0	1	0.68%	Maintained
666	IHT Wealth Management Chicago, Illinois	$1.07M	+$27.6K	2	0.52%	Increased
667	BCM Bayesian Capital Management Brooklyn, New York	$1.06M	+$1.1M	1	0.39%	New
668	Emerald Advisers Leola, Pennsylvania	$1.06M	+$1.04M	1	0.04%	New
669	Graham Capital Management Rowayton, Connecticut	$1.06M	+$1.04M	1	0.03%	New
670	PL Polianta Ltd St Helier, Jersey	$1.05M	-$557K	1	0.44%	Reduced
671	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.04M	+$58.5K	1	0.17%	Increased
672	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.03M	-$1.45M	2	0.03%	Reduced
673	MCM Murphy Capital Management Bedminster, New Jersey	$1.02M	+$183K	1	0.15%	Increased
674	PBT Pictet Bank & Trust Nassau, Bahamas	$988K	+$969K	1	0.31%	New
675	Allstate Corporation Northbrook, Illinois	$987K	+$1.02M	1	0.05%	New