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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
726	FQ First Quadrant Glendale, California	$707K	$0	1	0.01%	Maintained
727	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$707K	$0	1	0.15%	Maintained
728	Numeric Investors Boston, Massachusetts	$693K	-$3.32M	2	0.01%	Reduced
729	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$692K	+$177K	1	0.79%	Increased
730	LPT Legacy Private Trust Neenah, Wisconsin	$692K	$0	1	0.09%	Maintained
731	AssetMark Inc Concord, California	$687K	-$157K	2	0.01%	Reduced
732	Lido Advisors Los Angeles, California	$683K	-$236K	2	0.14%	Reduced
733	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$682K	$0	2	0.04%	Maintained
734	CG CFO4Life Group Coppell, Texas	$667K	-$138K	1	0.61%	Reduced
735	FDS First Dallas Securities Dallas, Texas	$667K	-$88.5K	1	0.49%	Reduced
736	CCB Cutter & Co Brokerage Ballwin, Missouri	$656K	+$5.13K	1	0.26%	Increased
737	Tokio Marine Asset Management Tokyo, Japan	$651K	-$238K	2	0.09%	Reduced
738	SCP Syntal Capital Partners Midland, Texas	$648K	+$635K	1	0.14%	New
739	SM Senvest Management New York	$634K	-$2.12M	1	0.05%	Reduced
740	Empowered Funds Havertown, Pennsylvania	$624K	+$647K	1	0.51%	New
741	SI SII Investments Appleton, Wisconsin	$619K	-$2.64K	1	0.04%	Reduced
742	KSA Ken Stern & Associates San Diego, California	$610K	-$611K	2	0.28%	Reduced
743	OIA Optimum Investment Advisors Chicago, Illinois	$607K	+$66K	1	0.21%	Increased
744	AF Ally Financial Detroit, Michigan	$597K	+$585K	1	0.12%	New
745	GBT Grove Bank & Trust Miami, Florida	$577K	+$409K	2	0.37%	Increased
746	EP Edgestream Partners Princeton, New Jersey	$571K	-$83.1K	1	0.22%	Reduced
747	GCA Gideon Capital Advisors New York	$567K	+$173K	2	0.62%	Increased
748	FC Ferris Capital Marlborough, Massachusetts	$562K	+$598K	3	0.26%	New
749	CC Cognios Capital Leawood, Kansas	$543K	+$10.5K	2	0.19%	Increased
750	CCT Country Club Trust Kansas City, Missouri	$543K	+$532K	1	0.08%	New