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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
551	Burney Company Reston, Virginia	$114M	+$2.33M	4	3.07%	Increased
552	Stratos Wealth Partners Beachwood, Ohio	$113M	+$4.39M	4	1.14%	Increased
553	BNP Paribas Paris, France	$113M	-$26.9M	3	3.06%	Reduced
554	Hancock Whitney Gulfport, Mississippi	$113M	-$472K	4	1.88%	Reduced
555	New Mexico Educational Retirement Board Santa Fe, New Mexico	$111M	+$5.06M	4	2.8%	Increased
556	Farther Finance Advisors San Francisco, California	$111M	+$10.4M	6	0.86%	Increased
557	Arax Advisory Partners Denver, Colorado	$110M	+$60.5M	6	0.73%	Increased
558	VCP Verus Capital Partners Scottsdale, Arizona	$110M	+$6.25M	3	5.93%	Increased
559	Sequoia Financial Advisors Akron, Ohio	$109M	+$3.53M	6	0.54%	Increased
560	Needham Investment Management New York	$109M	-$7.87M	3	3.27%	Reduced
561	Ameritas Investment Partners Lincoln, Nebraska	$108M	+$5.62M	4	2.89%	Increased
562	SI Sava Infond Maribor, Slovenia	$108M	+$28M	3	7.69%	Increased
563	ORI Oak Ridge Investments Chicago, Illinois	$108M	+$71.1M	3	6.09%	New
564	NRS Neville Rodie & Shaw New York	$106M	-$2.16M	2	6.88%	Reduced
565	Merit Financial Group Alpharetta, Georgia	$106M	-$7.27M	7	0.65%	Reduced
566	BAMCO Inc New York	$106M	+$33.6M	2	0.16%	Increased
567	Union Bancaire Privee Geneva 1, Switzerland	$105M	-$21.9M	2	1.15%	Reduced
568	HB Wealth Management Atlanta, Georgia	$105M	-$406K	5	0.59%	Reduced
569	KC Kepler Cheuvreux Nyon,	$105M	-$1.27M	2	6.02%	Reduced
570	Park Avenue Securities New York	$104M	+$7.83M	5	0.65%	Increased
571	SWC Square Wave Capital Brooklyn, New York	$103M	+$47.5M	1	15.43%	Increased
572	Advisors Asset Management Monument, Colorado	$103M	-$6.5M	6	1.58%	Reduced
573	VWS Virtus Wealth Solutions Cranford, New Jersey	$103M	-$17.1M	2	14%	Reduced
574	Reinhart Partners Mequon, Wisconsin	$102M	-$69M	1	2.34%	Reduced
575	SCA Sassicaia Capital Advisers Jericho, New York	$102M	+$14.3M	4	45.04%	Increased