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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
801	Laurion Capital Management New York	$282K	-$167K	1	0%	Reduced
802	Geneos Wealth Management Englewood, Colorado	$281K	-$705	3	0.03%	Reduced
803	ANI American National Insurance Galveston, Texas	$277K	$0	1	0.02%	Maintained
804	CCP Corient Capital Partners Newport Beach, California	$275K	-$42K	1	0.04%	Reduced
805	CG Clinton Group New York	$271K	-$5.98M	1	0.02%	Reduced
806	AP Advisors Preferred Rockville, Maryland	$268K	+$245K	2	0.14%	New
807	Caprock Group Boise, Idaho	$262K	+$240K	1	0.06%	New
808	WIM Westside Investment Management Santa Monica, California	$260K	-$30.1K	2	0.12%	Reduced
809	Fiduciary Trust Boston, Massachusetts	$260K	$0	1	0.01%	Maintained
810	KA KLCM Advisors Milwaukee, Wisconsin	$260K	$0	1	0.07%	Maintained
811	RIM Regent Investment Management Louisville, Kentucky	$260K	+$220K	1	0.1%	New
812	Advent Capital Management New York	$255K	-$2.1M	1	0%	Reduced
813	WesBanco Bank Wheeling, West Virginia	$255K	-$81.6K	1	0.01%	Reduced
814	Parallel Advisors San Francisco, California	$254K	-$198K	2	0.05%	Reduced
815	MCM Manchester Capital Management Manchester, Vermont	$251K	-$98.6K	2	0.04%	Reduced
816	JGUA John G. Ullman & Associates Corning, New York	$249K	+$210K	1	0.05%	New
817	Trexquant Investment Stamford, Connecticut	$249K	-$3.52M	1	0.03%	Reduced
818	HCM Hilton Capital Management Garden City, New York	$246K	+$208K	1	0.05%	New
819	FFEC First Financial Equity Corporation Scottsdale, Arizona	$243K	+$208K	1	0.04%	New
820	OC Oakworth Capital Birmingham, Alabama	$240K	-$27.6K	2	0.07%	Reduced
821	CL CPWM LLC Seattle, Washington	$239K	-$38.7K	1	0.05%	Reduced
822	Ingalls & Snyder LLC New York	$232K	+$212K	1	0.01%	New
823	Quadrant Capital Group Cincinnati, Ohio	$232K	+$885	3	0.1%	Increased
824	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$231K	-$2.5M	1	0%	Reduced
825	AA Apriem Advisors Irvine, California	$231K	-$14.1K	2	0.06%	Reduced