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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
776	MAS Meeder Advisory Services Dublin, Ohio	$54.4M	+$2.8M	5	1.99%	Increased
777	Capital Group Private Client Services Los Angeles, California	$54.3M	-$787K	1	0.77%	Reduced
778	Brighton Jones LLC Seattle, Washington	$54.3M	-$5.35M	5	1.01%	Reduced
779	Mount Yale Investment Advisors Denver, Colorado	$54.1M	+$2.93M	4	1%	Increased
780	Regions Financial Corp Birmingham, Alabama	$54.1M	+$28.7M	2	0.32%	Increased
781	NRG Nemes Rush Group Novi, Michigan	$54.1M	-$36.2K	2	4.46%	Reduced
782	PAG Private Advisory Group Redmond, Washington	$54M	-$14.5M	2	2.91%	Reduced
783	MM Monolith Management Hong Kong	$53.9M	+$22.8M	2	24.34%	Increased
784	Principal Securities Des Moines, Iowa	$53.6M	+$5.68M	4	0.65%	Increased
785	Davenport & Co Richmond, Virginia	$53.5M	-$2.17M	3	0.26%	Reduced
786	Benjamin Edwards Inc Clayton, Missouri	$53.2M	-$9.82M	3	0.48%	Reduced
787	HCM Hodges Capital Management Dallas, Texas	$53M	-$12.5M	1	3.51%	Reduced
788	MDSL M.D. Sass LLC New York	$52.9M	+$33.3M	2	3.46%	New
789	BFIM Beese Fulmer Investment Management Canton, Ohio	$52.7M	-$7.67M	3	3.05%	Reduced
790	Busey Bank Urbana, Illinois	$52.3M	+$11.8M	2	1.27%	Increased
791	Gabelli Funds Rye, New York	$52.2M	+$15.6M	3	0.33%	Increased
792	Kinetic Partners Management Miami, Florida	$52.2M	-$37.5M	1	1.25%	Reduced
793	CAM Contour Asset Management New York	$52.2M	+$32.7M	1	1.23%	New
794	OIMU Osmosis Investment Management UK London, United Kingdom	$52.1M	-$3.97M	2	2.42%	Reduced
795	OpenArc Corporate Advisory Atlanta, Georgia	$52M	+$15.4M	4	0.62%	Increased
796	PIM Plato Investment Management Sydney, NSW, Australia	$51.9M	-$4.19M	3	2.96%	Reduced
797	Curi RMB Capital Chicago, Illinois	$51.8M	+$22.6M	4	0.8%	Increased
798	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$51.8M	+$32.5M	1	22.14%	New
799	WI Wahed Invest New York	$51.7M	-$2.96M	3	5.4%	Reduced
800	ECM Everence Capital Management Goshen, Indiana	$51.6M	-$407K	5	2.71%	Reduced