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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	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.86M	+$127K	2	0.47%	Increased
652	HT HAP Trading New York	$1.86M	-$1.97M	1	0.08%	Reduced
653	IndexIQ Advisors New York	$1.86M	+$766K	1	0.07%	Increased
654	FA Fagan Associates Troy, New York	$1.85M	+$177K	1	0.75%	Increased
655	SA Sicart Associates New York	$1.85M	$0	1	0.98%	Maintained
656	Lockheed Martin Investment Management Bethesda, Maryland	$1.84M	$0	1	0.08%	Maintained
657	EI EAM Investors Solana Beach, California	$1.83M	-$3.3M	1	0.33%	Reduced
658	RIM Regent Investment Management Louisville, Kentucky	$1.83M	+$650K	1	0.6%	Increased
659	ACM Argent Capital Management St Louis, Missouri	$1.81M	+$289K	1	0.06%	Increased
660	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.8M	+$120K	2	0.58%	Increased
661	JT Jump Trading Chicago, Illinois	$1.8M	-$352K	1	0.24%	Reduced
662	3C 361 Capital Denver, Colorado	$1.79M	-$2.04M	2	0.44%	Reduced
663	Veritable Wilmington, Delaware	$1.78M	-$233K	2	0.04%	Reduced
664	Steward Partners Investment Advisory New York	$1.77M	+$1.77M	3	0.14%	Increased
665	BSPF British Steel Pension Fund London, United Kingdom	$1.77M	+$1.85M	1	0.21%	New
666	WWM Willingdon Wealth Management Huntersville, North Carolina	$1.73M	+$1.8M	1	0.57%	New
667	HCM HMS Capital Management Nashville, Tennessee	$1.72M	+$109K	1	1.28%	Increased
668	LIM Leavell Investment Management Mobile, Alabama	$1.72M	+$68.8K	1	0.2%	Increased
669	SRAM Stone Ridge Asset Management New York	$1.71M	+$1.81M	2	0.11%	New
670	Sumitomo Life Insurance Tokyo, Japan	$1.71M	-$87K	1	0.21%	Reduced
671	Hillsdale Investment Management Toronto, Ontario, Canada	$1.71M	+$52.8K	3	0.28%	Increased
672	OA Oak Associates Akron, Ohio	$1.7M	$0	1	0.12%	Maintained
673	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.69M	$0	1	0.6%	Maintained
674	JAM JW Asset Management Miami Beach, Florida	$1.69M	$0	1	1.79%	Maintained
675	BCM Bayesian Capital Management Brooklyn, New York	$1.68M	+$1.47M	2	0.34%	Increased