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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
626	Oppenheimer & Co New York	$86.5M	+$9.34M	4	0.92%	Increased
627	Oversea-Chinese Banking Corp (OCBC) Singapore	$86.5M	-$28.2M	3	1.85%	Reduced
628	United Capital Financial Advisors Irving, Texas	$85.3M	-$184K	4	0.47%	Reduced
629	Capital International Los Angeles, California	$85.1M	-$2.12M	1	2.78%	Reduced
630	TFS Thoroughbred Financial Services Brentwood, Tennessee	$84.6M	+$4.78M	5	4.06%	Increased
631	BOK Financial Tulsa, Oklahoma	$84.3M	+$3.15M	4	1.16%	Increased
632	Loomis, Sayles & Company Boston, Massachusetts	$83.9M	-$26.7M	4	0.11%	Reduced
633	M&G plc London, United Kingdom	$82.7M	-$158M	2	0.41%	Reduced
634	CFLC California First Leasing Corp Newport Beach, California	$82.7M	-$7.84M	1	17.55%	Reduced
635	SGAM Smith Group Asset Management Dallas, Texas	$82.6M	+$56.2M	3	3.36%	Increased
636	Leonteq Securities AG Zurich, Switzerland	$81.6M	-$57.8M	5	2.8%	Reduced
637	Metis Global Partners San Diego, California	$81M	+$6.34M	3	1.84%	Increased
638	WA Wealth Architects Mountain View, California	$80.8M	-$25.4M	3	6.38%	Reduced
639	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$80.8M	+$4.53M	2	2.93%	Increased
640	Callan Family Office Radnor, Pennsylvania	$80.6M	+$17.9K	5	1.58%	Increased
641	Moran Wealth Management Naples, Florida	$80.5M	+$10.3M	3	2.19%	Increased
642	SRS Investment Management New York	$80.4M	+$398K	1	0.74%	Increased
643	Bleakley Financial Group Fairfield, New Jersey	$80.1M	+$8.26M	2	1.02%	Increased
644	LGT Fund Management Vaduz, Liechtenstein	$80.1M	-$14.9M	2	3.34%	Reduced
645	MIG McGuire Investment Group Wakefield, Rhode Island	$79.2M	-$972K	1	6.94%	Reduced
646	Atria Investments Charlotte, North Carolina	$78.5M	+$6.78M	5	0.79%	Increased
647	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$78M	-$2.28M	2	5.25%	Reduced
648	NP NS Partners London, United Kingdom	$78M	+$30.2M	2	3.35%	Increased
649	NP Nilsine Partners Greenwood Village, Colorado	$77.8M	-$20.1K	3	5.38%	Reduced
650	Alphadyne Asset Management New York	$77.5M	+$13.8M	1	0.74%	Increased