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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
1026	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$4.34M	0	–	Closed
1027	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1028	BC Beaconlight Capital New York	$0	-$4.93M	0	–	Closed
1029	BIG Bellwether Investment Group Chattanooga, Tennessee	$0	-$30K	0	–	Closed
1030	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$14.5M	0	–	Closed
1031	Bridgewater Associates Westport, Connecticut	$0	-$11.7M	0	–	Closed
1032	CIC Canal Insurance Company Greenville, South Carolina	$0	-$867K	0	–	Closed
1033	Capital Guardian Trust Los Angeles, California	$0	-$23K	0	–	Closed
1034	CIAN Capstone Investment Advisors (Netherlands) New York	$0	-$324K	0	–	Closed
1035	CCA Checchi Capital Advisers Beverly Hills, California	$0	-$220K	0	–	Closed
1036	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$1.04M	0	–	Closed
1037	CFN Cordasco Financial Network Naples, Florida	$0	-$3K	0	–	Closed
1038	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$5.2M	0	–	Closed
1039	CM Crestline Management Fort Worth, Texas	$0	-$331K	0	–	Closed
1040	Crestwood Advisors Group Boston, Massachusetts	$0	-$49K	0	–	Closed
1041	CCM Criterion Capital Management San Francisco, California	$0	-$4.65M	0	–	Closed
1042	DIA Denver Investment Advisors Denver, Colorado	$0	-$2.54M	0	–	Closed
1043	DAM DLD Asset Management New York	$0	-$4.25M	0	–	Closed
1044	EP Edinburgh Partners Edinburgh, United Kingdom	$0	-$55K	0	–	Closed
1045	EA Evanston Advisors Schaumburg, Illinois	$0	-$8.07M	0	–	Closed
1046	FineMark National Bank & Trust Fort Myers, Florida	$0	-$316K	0	–	Closed
1047	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	2	0%	Maintained
1048	GIM Goelzer Investment Management Carmel, Indiana	$0	-$3.83M	0	–	Closed
1049	Gradient Investments Arden Hills, Minnesota	$0	-$1K	0	–	Closed
1050	HCM Highlander Capital Management Short Hills, New Jersey	$0	-$29K	0	–	Closed