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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	FVCM F&V Capital Management Boca Raton, Florida	$344K	-$13.7K	1	0.24%	Reduced
702	SI SII Investments Appleton, Wisconsin	$343K	+$327K	1	0.03%	New
703	Montag & Associates Atlanta, Georgia	$340K	-$2.79M	1	0.04%	Reduced
704	Algert Global San Francisco, California	$338K	-$356K	1	0.1%	Reduced
705	Signature Estate & Investment Advisors Los Angeles, California	$333K	+$128K	1	0.05%	Increased
706	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$329K	+$282K	1	0.18%	New
707	Smithfield Trust Pittsburgh, Pennsylvania	$322K	-$4.28K	1	0.06%	Reduced
708	BII Bainco International Investors Boston, Massachusetts	$320K	$0	1	0.06%	Maintained
709	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$319K	+$91K	2	0.06%	Increased
710	Penserra Capital Management Orinda, California	$312K	+$140K	3	0.04%	Increased
711	FWM Focused Wealth Management Newburgh, New York	$311K	-$88.7K	2	0.14%	Reduced
712	Forvis Mazars Wealth Advisors Springfield, Missouri	$307K	+$728	1	0.04%	Increased
713	SCM Stonebridge Capital Management Los Angeles, California	$307K	-$5.26K	1	0.13%	Reduced
714	Global X Management Company New York	$305K	+$151K	3	0.01%	Increased
715	Guardian Capital (Canada) Toronto, Ontario, Canada	$303K	-$208K	1	0%	Reduced
716	WC Whitney & Co Rochester, New York	$303K	-$5.72K	1	0.12%	Reduced
717	KM Kalos Management Alpharetta, Georgia	$298K	-$73.1K	1	0.25%	Reduced
718	Lido Advisors Los Angeles, California	$297K	+$285K	1	0.09%	New
719	Raymond James Trust St. Petersburg, Florida	$296K	+$23.6K	1	0.03%	Increased
720	EGA E&G Advisors Houston, Texas	$294K	-$9.1K	1	0.17%	Reduced
721	PAM PT Asset Management Chicago, Illinois	$288K	-$406K	1	0.07%	Reduced
722	Sterling Capital Management Charlotte, North Carolina	$286K	-$112K	1	0%	Reduced
723	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$284K	+$244K	1	0.04%	New
724	HCMT Highland Capital Management (Texas) Dallas, Texas	$284K	+$273K	1	0.01%	New
725	MAM Mizuho Asset Management Tokyo, Japan	$284K	-$149K	2	0.06%	Reduced