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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	CAIMH Central Asset Investments & Management Holdings Hong Kong	$165K	+$189K	1	0.18%	New
702	FUBT First United Bank & Trust Oakland, Maryland	$165K	-$78.6K	1	0.16%	Reduced
703	Palisade Capital Management Fort Lee, New Jersey	$165K	+$189K	1	0%	New
704	WA WFG Advisors Dallas, Texas	$163K	+$147	2	0.05%	Increased
705	WTB Washington Trust Bank Spokane, Washington	$160K	+$39.9K	2	0.04%	Increased
706	EDRE Edmond de Rothschild (Europe) Luxembourg	$154K	+$31K	1	0.07%	Increased
707	GLI Guardian Life Insurance New York	$154K	+$43.3K	2	0.02%	Increased
708	Gofen & Glossberg Chicago, Illinois	$153K	+$3.44K	1	0.01%	Increased
709	AMF Tjänstepension Stockholm, Sweden	$150K	$0	1	0%	Maintained
710	Ancora Advisors Cleveland, Ohio	$150K	$0	1	0.02%	Maintained
711	BL Bolton LP Greenwich, Connecticut	$150K	$0	1	0.02%	Maintained
712	KCM KSA Capital Management Morristown, New Jersey	$150K	$0	1	0.06%	Maintained
713	ICOA Investment Centers of America Bismarck, North Dakota	$149K	+$173K	1	0.02%	New
714	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$139K	+$105K	2	0.03%	Increased
715	MAM Meeder Asset Management Dublin, Ohio	$139K	-$1.58M	1	0.01%	Reduced
716	OC Oakworth Capital Birmingham, Alabama	$138K	$0	1	0.07%	Maintained
717	KCPG Kavar Capital Partners Group Leawood, Kansas	$137K	-$726K	1	0.1%	Reduced
718	South Dakota Investment Council Sioux Falls, South Dakota	$137K	+$154K	1	0%	New
719	Tower Research Capital (TRC) New York	$120K	-$205K	5	0.01%	Reduced
720	LWM LBA Wealth Management Jacksonville, Florida	$106K	-$7.33K	1	0.07%	Reduced
721	Avior Wealth Management Omaha, Nebraska	$105K	$0	1	0.06%	Maintained
722	FMT First Mercantile Trust Cordova, Tennessee	$105K	-$29.3K	1	0.01%	Reduced
723	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$102K	$0	1	0.06%	Maintained
724	First Manhattan New York	$94K	$0	2	0%	Maintained
725	SignatureFD Atlanta, Georgia	$91K	-$2.49K	2	0.02%	Reduced