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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	LPT Legacy Private Trust Neenah, Wisconsin	$517K	+$9.14K	1	0.07%	Increased
702	O'Shaughnessy Asset Management Stamford, Connecticut	$516K	-$44.5K	1	0.01%	Reduced
703	SGA Strategic Global Advisors Newport Beach, California	$512K	$0	1	0.19%	Maintained
704	DY Dowling & Yahnke San Diego, California	$509K	+$2.63K	1	0.06%	Increased
705	KM Kalos Management Alpharetta, Georgia	$502K	+$163K	1	0.41%	Increased
706	IFM Investors Melbourne, Australia	$498K	+$447K	2	0.23%	New
707	CCM CrestPoint Capital Management Four Seasons, Missouri	$497K	$0	1	0.25%	Maintained
708	First National Bank of Omaha Omaha, Nebraska	$488K	+$469K	1	0.03%	New
709	Avior Wealth Management Omaha, Nebraska	$486K	+$28.2K	1	0.18%	Increased
710	CCB Cutter & Co Brokerage Ballwin, Missouri	$486K	$0	1	0.2%	Maintained
711	WCM Washington Capital Management Seattle, Washington	$485K	$0	1	0.6%	Maintained
712	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$452K	+$387K	1	0.41%	New
713	RQS Ramsey Quantitative Systems Louisville, Kentucky	$448K	+$421K	1	0.61%	New
714	GA Geneva Advisors Chicago, Illinois	$441K	+$378K	1	0.01%	New
715	Acadian Asset Management Boston, Massachusetts	$438K	+$161K	2	0%	Increased
716	BCM Barometer Capital Management Toronto, Ontario, Canada	$438K	+$376K	1	0.05%	New
717	FFA First Foundation Advisors Irvine, California	$438K	$0	1	0.03%	Maintained
718	SI SII Investments Appleton, Wisconsin	$435K	+$57.4K	1	0.03%	Increased
719	SCM Southport Capital Management Chattanooga, Tennessee	$433K	+$416K	1	0.26%	New
720	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$428K	-$48.8K	1	0.33%	Reduced
721	Penserra Capital Management Orinda, California	$428K	+$58.5K	3	0.05%	Increased
722	NCIM New Century Investment Management Southfield, Michigan	$416K	+$357K	1	0.59%	New
723	GEM Global Endowment Management Charlotte, North Carolina	$415K	+$399K	1	0.06%	New
724	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$413K	-$27.5K	1	0.09%	Reduced
725	OIA Optimum Investment Advisors Chicago, Illinois	$407K	$0	1	0.15%	Maintained