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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	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$384K	-$382K	1	0.07%	Reduced
802	NIMC NWQ Investment Management Company Los Angeles, California	$377K	$0	1	0.01%	Maintained
803	VI Versor Investments New York	$369K	+$382K	1	0.1%	New
804	WAM Weatherly Asset Management Del Mar, California	$369K	$0	1	0.1%	Maintained
805	DAM Delta Asset Management Memphis, Tennessee	$368K	$0	1	0.06%	Maintained
806	GEM Global Endowment Management Charlotte, North Carolina	$367K	-$147K	1	0.05%	Reduced
807	PFA Paradigm Financial Advisors Des Peres, Missouri	$364K	-$132K	1	0.18%	Reduced
808	NMC Nine Masts Capital Central, Hong Kong	$360K	+$373K	1	0.04%	New
809	WC Whitney & Co Rochester, New York	$360K	-$29.3K	1	0.12%	Reduced
810	FWM Focused Wealth Management Newburgh, New York	$357K	+$158K	2	0.13%	Increased
811	LA Lucus Advisors New York	$355K	+$368K	1	0.48%	New
812	Intact Investment Management Montreal, Quebec, Canada	$354K	+$367K	1	0.02%	New
813	PCM Perritt Capital Management Chicago, Illinois	$352K	-$5.85K	1	0.09%	Reduced
814	IIM Ipswich Investment Management Beverly, Massachusetts	$351K	-$20.8K	1	0.16%	Reduced
815	KA Kovack Advisors Ft. Lauderdale, Florida	$351K	-$73K	1	0.11%	Reduced
816	Guardian Capital (Canada) Toronto, Ontario, Canada	$339K	-$106K	1	0.01%	Reduced
817	Smithfield Trust Pittsburgh, Pennsylvania	$337K	+$3.23K	1	0.05%	Increased
818	SFSIG San Francisco Sentry Investment Group San Francisco, California	$336K	+$6.64K	2	0.12%	Increased
819	BA BKS Advisors Southfield, Michigan	$333K	+$120K	1	0.14%	Increased
820	SIM SSI Investment Management Los Angeles, California	$332K	-$4.69K	1	0.03%	Reduced
821	Geneos Wealth Management Englewood, Colorado	$331K	+$38.7K	3	0.03%	Increased
822	PCM Perkins Capital Management Wayzata, Minnesota	$328K	$0	1	0.36%	Maintained
823	KP Keel Point Huntsville, Alabama	$326K	+$587	1	0.07%	Increased
824	ANRIA American National Registered Investment Advisor Galveston, Texas	$322K	$0	1	0.13%	Maintained
825	FAM Foresters Asset Management Toronto, Ontario, Canada	$322K	+$258K	1	0.13%	New