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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
701	GS Gagnon Securities New York	$285K	-$55.3K	1	0.09%	Reduced
702	CO Caldwell & Orkin Norcross, Georgia	$284K	+$251K	1	0.14%	New
703	Raymond James Trust St. Petersburg, Florida	$278K	+$230K	1	0.03%	New
704	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$277K	-$5.92M	1	0%	Reduced
705	Cooke & Bieler Philadelphia, Pennsylvania	$270K	-$65.1M	1	0.01%	Reduced
706	Private Advisor Group Morristown, New Jersey	$270K	+$223K	1	0.02%	New
707	IH IFC Holdings Tampa, Florida	$267K	+$230K	1	0.05%	New
708	Laird Norton Wetherby Wealth Management San Francisco, California	$267K	+$221K	1	0.08%	New
709	MVA Mount Vernon Associates Baltimore, Maryland	$265K	-$19.1K	1	0.67%	Reduced
710	YMRC Yorktown Management & Research Company Forest, Virginia	$264K	$0	1	0.05%	Maintained
711	GLI Guardian Life Insurance New York	$260K	+$2.65K	2	0.03%	Increased
712	Algert Global San Francisco, California	$258K	+$220K	2	0.17%	New
713	BOH Bank of Hawaii Honolulu, Hawaii	$258K	-$413K	1	0.02%	Reduced
714	IRS Invictus RG (Singapore) Singapore	$257K	-$64.7K	2	0.27%	Reduced
715	PC Passport Capital San Francisco, California	$254K	+$210K	1	0%	New
716	OC Oakworth Capital Birmingham, Alabama	$251K	$0	1	0.15%	Maintained
717	FNYS First New York Securities New York	$247K	-$45.3K	1	0.25%	Reduced
718	Davenport & Co Richmond, Virginia	$246K	+$204K	1	0%	New
719	EP Edgestream Partners Princeton, New Jersey	$246K	-$1.06M	1	0.16%	Reduced
720	KIA KCM Investment Advisors Greenbrae, California	$246K	+$218K	1	0.02%	New
721	Catalyst Capital Advisors Huntington, New York	$243K	+$201K	1	0.04%	New
722	MUFG Americas New York	$240K	+$150K	1	0.01%	Increased
723	PCM Piermont Capital Management St. Louis, Missouri	$239K	$0	1	0.09%	Maintained
724	HC HHG & Company Darien, Connecticut	$234K	-$193K	1	0.08%	Reduced
725	PPCM Pillar Pacific Capital Management Pacifica, California	$234K	+$208K	1	0.04%	New