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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
676	AP Advisor Partners Walnut Creek, California	$351K	+$40.5K	1	0.17%	Increased
677	GIS Guardian Investor Services New York	$342K	-$8.66K	2	0.26%	Reduced
678	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$340K	+$105K	1	0.01%	Increased
679	Gabelli Funds Rye, New York	$338K	-$127K	1	0%	Reduced
680	CIM Calvert Investment Management Bethesda, Maryland	$330K	$0	1	0.02%	Maintained
681	Gofen & Glossberg Chicago, Illinois	$330K	$0	1	0.01%	Maintained
682	SH Scepter Holdings Fort Worth, Texas	$330K	-$924K	1	0.08%	Reduced
683	Cetera Advisor Networks El Segundo, California	$329K	+$284K	1	0.02%	New
684	Dana Investment Advisors Waukesha, Wisconsin	$321K	+$34.3K	1	0.02%	Increased
685	FMT First Mercantile Trust Cordova, Tennessee	$319K	$0	1	0.03%	Maintained
686	Baker Avenue Asset Management San Francisco, California	$317K	-$25.7K	1	0.05%	Reduced
687	MTIP Magee Thomson Investment Partners San Diego, California	$312K	+$65.1K	2	0.08%	Increased
688	MCM Moon Capital Management New York	$312K	+$258K	1	0.18%	New
689	GF Gerstein Fisher New York	$311K	+$258K	1	0.06%	New
690	CCA Checchi Capital Advisers Beverly Hills, California	$306K	+$19.7K	1	0.14%	Increased
691	WPP Whalerock Point Partners Providence, Rhode Island	$303K	+$251K	1	0.14%	New
692	QC QCM Cayman Houston, Texas	$302K	-$1.02M	1	0.14%	Reduced
693	AIS AlphaOne Investment Services West Chester, Pennsylvania	$301K	+$266K	1	0.08%	New
694	Avior Wealth Management Omaha, Nebraska	$297K	$0	1	0.25%	Maintained
695	BRWM B. Riley Wealth Management Memphis, Tennessee	$296K	+$237K	1	0.19%	Increased
696	NL NWAM LLC Mercer Island, Washington	$293K	-$68.5K	1	0.09%	Reduced
697	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$292K	+$10.2K	1	0.15%	Increased
698	First Allied Advisory Services San Diego, California	$289K	+$239K	1	0.02%	New
699	AMM American Money Management Rancho Santa Fe, California	$286K	$0	1	0.23%	Maintained
700	MUFG Securities EMEA London, United Kingdom	$286K	-$8.45M	1	0.02%	Reduced