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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	BKA Brick & Kyle Associates Newtown, Pennsylvania	$611K	$0	1	0.49%	Maintained
677	Coldstream Capital Management Bellevue, Washington	$606K	+$150K	1	0.1%	Increased
678	GGHC Gilder Gagnon Howe & Co New York	$602K	+$516K	1	0.01%	New
679	UFG United Fire Group Cedar Rapids, Iowa	$595K	$0	1	0.22%	Maintained
680	I IberiaBank Lafayette, Louisiana	$593K	-$101K	1	0.22%	Reduced
681	FIM Fruth Investment Management Houston, Texas	$578K	$0	1	0.26%	Maintained
682	JIP Jaffetilchin Investment Partners Tampa, Florida	$578K	-$99.3K	1	0.17%	Reduced
683	BFG Beacon Financial Group Dallas, Texas	$575K	-$112K	1	0.12%	Reduced
684	CM Crestline Management Fort Worth, Texas	$570K	-$378K	1	0.14%	Reduced
685	FRM Fox Run Management Greenwich, Connecticut	$568K	-$553K	1	0.3%	Reduced
686	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$567K	$0	1	0.15%	Maintained
687	First Merchants Corp Muncie, Indiana	$554K	-$305	1	0.16%	Reduced
688	JAM JW Asset Management Miami Beach, Florida	$548K	+$470K	1	0.36%	New
689	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$547K	$0	2	0.2%	Maintained
690	QIM Quantitative Investment Management Charlottesville, Virginia	$545K	-$6.32M	1	0.01%	Reduced
691	AIM Alambic Investment Management Belvedere, California	$541K	-$412K	1	0.1%	Reduced
692	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$537K	+$113K	1	0.29%	Increased
693	Lido Advisors Los Angeles, California	$535K	+$169K	2	0.13%	Increased
694	BCM Bluefin Capital Management New York	$532K	+$456K	1	0.03%	New
695	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$532K	+$9.6K	1	0.19%	Increased
696	FQ First Quadrant Glendale, California	$529K	$0	1	0.01%	Maintained
697	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$529K	$0	1	0.12%	Maintained
698	MSI Financial Services Springfield, Massachusetts	$526K	-$56.4K	4	0.02%	Reduced
699	FAM Fortaleza Asset Management Chicago, Illinois	$524K	-$822K	1	1.11%	Reduced
700	WIS Wright Investors Service Shelton, Connecticut	$523K	+$503K	1	0.23%	New