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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
601	Caprock Group Boise, Idaho	$93.9M	+$3.31M	4	1.8%	Increased
602	Quilter Plc London, United Kingdom	$93.8M	+$1.91M	1	1.41%	Increased
603	AP Appleton Partners Boston, Massachusetts	$92.8M	-$16.8M	2	5.69%	Reduced
604	TIAA Wealth Investment Management New York	$92.6M	+$48.8M	3	0.62%	Increased
605	IWA IBEX Wealth Advisors Bedminster, New Jersey	$91.8M	+$10M	2	7.19%	Increased
606	CAM Cozad Asset Management Champaign, Illinois	$91.6M	-$3.4M	2	5.92%	Reduced
607	Flow Traders U.S. New York	$91.6M	+$39.4M	3	3.76%	Increased
608	AHC Adell Harriman & Carpenter Houston, Texas	$91.1M	-$2.3M	2	4.67%	Reduced
609	OCMH Oxbow Capital Management (HK) Hong Kong	$90.9M	-$191M	1	25.63%	Reduced
610	SCA Southpoint Capital Advisors New York	$90.9M	-$28.6M	1	2.07%	Reduced
611	Parallax Volatility Advisers San Francisco, California	$90.7M	-$115K	5	0.15%	Reduced
612	Independent Advisor Alliance Charlotte, North Carolina	$90.5M	+$14.4M	4	2.12%	Increased
613	Phoenix Financial Givatayim, Israel	$90.4M	+$37.6M	4	0.62%	Increased
614	PA Proem Advisors Dallas, Texas	$90M	+$48.8M	3	4.81%	Increased
615	Prime Capital Investment Advisors Overland Park, Kansas	$90M	+$23.1M	4	0.87%	Increased
616	Prospera Financial Services Dallas, Texas	$89.4M	-$44.8M	3	1.3%	Reduced
617	Laird Norton Wetherby Trust Company Seattle, Washington	$88.9M	+$2.57M	3	1.71%	Increased
618	Banque Transatlantique Paris, France	$88.9M	+$9.71M	4	1.91%	Increased
619	Integrated Wealth Concepts Waltham, Massachusetts	$88.5M	-$4.83M	5	0.58%	Reduced
620	Lockheed Martin Investment Management Bethesda, Maryland	$87.8M	+$928K	2	3.47%	Increased
621	KI KTF Investments Seal Beach, California	$87.8M	-$211K	2	8.88%	Reduced
622	Jain Global New York	$87.5M	-$357M	5	0.34%	Reduced
623	William Blair Investment Management Chicago, Illinois	$87.1M	+$43.5M	3	0.26%	Increased
624	First Citizens Bank & Trust Raleigh, North Carolina	$86.8M	+$18.5M	4	1.3%	Increased
625	Vaughan Nelson Investment Management Houston, Texas	$86.6M	-$27.4M	1	0.77%	Reduced