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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
751	WFA Wedbush Fund Advisers Pasadena, California	$59.4M	-$29M	2	5.27%	Reduced
752	Ashton Thomas Private Wealth Scottsdale, Arizona	$59.2M	-$602K	6	1.23%	Reduced
753	GAAM Grand Alliance Asset Management Central, Hong Kong	$59.1M	-$34.7M	4	35.49%	Reduced
754	Perigon Wealth Management San Francisco, California	$58.5M	-$554K	4	0.92%	Reduced
755	GAB German American Bancorp Jasper, Indiana	$58.4M	-$13.9M	1	4.39%	Reduced
756	PM Parametrica Management Wanchai, Hong Kong	$58.4M	+$24.8M	3	45.74%	Increased
757	SSA Sierra Summit Advisors Incline Village, Nevada	$58.3M	+$840K	2	6.51%	Increased
758	Summit Financial Parsippany, New Jersey	$58.1M	-$324K	5	0.64%	Reduced
759	HA Harbor Advisors West Palm Beach, Florida	$57.7M	-$750K	1	7.26%	Reduced
760	Smith Salley Wealth Management Greensboro, North Carolina	$57.7M	-$1.12M	3	2.51%	Reduced
761	Fiduciary Trust Boston, Massachusetts	$57.4M	+$607K	3	0.62%	Increased
762	GUB Golden Unicorn BVI Road Town,	$57.1M	+$36.5M	2	7.2%	New
763	Evergreen Capital Management Bellevue, Washington	$56.8M	-$17.2M	5	1%	Reduced
764	Tortoise Capital Advisors Overland Park, Kansas	$56.3M	+$12.7M	2	0.57%	Increased
765	MGO One Seven Beachwood, Ohio	$56.3M	+$17.3M	4	0.93%	Increased
766	Fifth Third Wealth Advisors Cincinnati, Ohio	$56.2M	+$4.77M	5	1.57%	Increased
767	Luther King Capital Management (LKCM) Fort Worth, Texas	$56M	+$13.6M	2	0.23%	Increased
768	ACMH Andar Capital Management (HK) Hong Kong	$55.9M	+$30.7M	3	25.08%	Increased
769	RG Renaissance Group Covington, Kentucky	$55.7M	-$20.2M	3	2.26%	Reduced
770	Greenleaf Trust Kalamazoo, Michigan	$55.6M	+$1.21M	5	0.54%	Increased
771	Fideuram - Intesa Sanpaolo Private Banking Turin,	$55.6M	+$10.1M	2	1.67%	Increased
772	SignatureFD Atlanta, Georgia	$55.5M	+$3.28M	6	0.74%	Increased
773	RCW Rheos Capital Works Tokyo, Japan	$55.2M	+$22.5M	2	3.15%	Increased
774	Oppenheimer Asset Management New York	$54.9M	+$16M	5	0.57%	Increased
775	Kingswood Wealth Advisors San Diego, California	$54.8M	+$9.36M	4	2.21%	Increased