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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	KeyBank National Association Cleveland, Ohio	$650K	-$767K	1	0%	Reduced
677	SIM SSI Investment Management Los Angeles, California	$645K	-$90K	3	0.07%	Reduced
678	SGA Strategic Global Advisors Newport Beach, California	$640K	+$626K	1	0.57%	New
679	Private Advisor Group Morristown, New Jersey	$628K	+$137K	1	0.04%	Increased
680	CC Columbia Capital Fullerton, California	$600K	-$660K	1	0.66%	Reduced
681	WPP Whalerock Point Partners Providence, Rhode Island	$600K	+$230K	1	0.25%	Increased
682	RCM Reynolds Capital Management Las Vegas, Nevada	$599K	+$80.7K	2	0.5%	Increased
683	SIM Spark Investment Management New York	$592K	+$243K	1	0.1%	Increased
684	MCM Manchester Capital Management Manchester, Vermont	$587K	-$901	2	0.07%	Reduced
685	Wedbush Securities Los Angeles, California	$570K	-$43.4K	1	0.09%	Reduced
686	FHC First Heartland Consultants Lake St. Louis, Missouri	$567K	+$24.2K	1	0.23%	Increased
687	Prudential plc London, England, United Kingdom	$563K	-$419K	1	0%	Reduced
688	People's United Financial Bridgeport, Connecticut	$562K	-$101K	1	0.03%	Reduced
689	BC Barnett & Company Chattanooga, Tennessee	$558K	+$528K	1	0.22%	New
690	SignatureFD Atlanta, Georgia	$558K	+$27.3K	1	0.14%	Increased
691	BCM Beck Capital Management Austin, Texas	$557K	+$527K	1	0.32%	New
692	MCM Mazama Capital Management Portland, Oregon	$552K	+$539K	1	0.13%	New
693	PCM Perritt Capital Management Chicago, Illinois	$546K	-$1.66K	1	0.1%	Reduced
694	Northeast Financial Consultants Westport, Connecticut	$543K	-$381K	1	0.29%	Reduced
695	Guardian Capital (Canada) Toronto, Ontario, Canada	$541K	-$168K	1	0.01%	Reduced
696	P Pitcairn Conshohocken, Pennsylvania	$537K	+$8.84K	1	0.06%	Increased
697	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$537K	-$1.27M	1	0.22%	Reduced
698	SAM Symphony Asset Management San Francisco, California	$532K	+$503K	1	0.07%	New
699	FDS First Dallas Securities Dallas, Texas	$530K	+$22.3K	1	0.34%	Increased
700	SI Shaker Investments Cleveland, Ohio	$525K	-$132K	1	0.35%	Reduced