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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
1001	BSPF British Steel Pension Fund London, United Kingdom	$213K	-$230K	1	0.03%	Reduced
1002	NIC Northwest Investment Counselors Lake Oswego, Oregon	$211K	$0	1	0.08%	Maintained
1003	PVH Psagot Value Holdings Tel Aviv, Israel	$211K	-$67.7K	1	0.01%	Reduced
1004	GLI Guardian Life Insurance New York	$209K	+$495	2	0.03%	Increased
1005	Clearstead Advisors Cleveland, Ohio	$207K	-$33.6K	1	0.03%	Reduced
1006	CSA Cottage Street Advisors Marion, Massachusetts	$207K	-$681K	1	0.12%	Reduced
1007	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$206K	-$62.5K	2	0.09%	Reduced
1008	CIM CIM Investment Management Pittsburgh, Pennsylvania	$203K	+$205K	1	0.07%	New
1009	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$203K	+$205K	1	0.06%	New
1010	WP WealthSource Partners San Luis Obispo, California	$203K	+$205K	1	0.03%	New
1011	FAM Formidable Asset Management Cincinnati, Ohio	$201K	+$199K	1	0.07%	New
1012	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$183K	$0	1	0%	Maintained
1013	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$183K	-$17.9K	2	0.04%	Reduced
1014	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$181K	+$3.35K	4	0.02%	Increased
1015	HI Human Investing Lake Oswego, Oregon	$178K	+$54.1K	2	0.07%	Increased
1016	EH Employers Holdings Reno, Nevada	$174K	+$171K	1	0.1%	New
1017	GAM Griffin Asset Management New York	$169K	+$169K	2	0.02%	New
1018	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$166K	+$9.29K	2	0.05%	Increased
1019	Simplex Trading Chicago, Illinois	$164K	+$168K	2	0%	New
1020	Welch Group Birmingham, Alabama	$162K	-$72.4K	1	0.02%	Reduced
1021	MUS Mitsubishi UFJ Securities Tokyo, Japan	$157K	-$59.8K	2	0.52%	Reduced
1022	PTC Petrus Trust Company Dallas, Texas	$157K	+$164K	1	0.03%	New
1023	Welch & Forbes Boston, Massachusetts	$157K	$0	1	0%	Maintained
1024	AIM Anchor Investment Management Columbia, South Carolina	$154K	+$2.86K	1	0.04%	Increased
1025	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$153K	+$147K	2	0.12%	Increased