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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
826	MK MASTERINVEST Kapitalanlage Vienna,	$47.7M	-$5.7K	2	4.09%	Reduced
827	AWA Artemis Wealth Advisors New York	$47.6M	-$872K	3	5.7%	Reduced
828	WC Winmill & Co Walpole, New Hampshire	$47.2M	$0	1	10.46%	Maintained
829	AlphaCore Capital La Jolla, California	$47.2M	+$4.31M	3	0.87%	Increased
830	BCH Berkshire Capital Holdings San Jose, California	$47M	+$31M	4	10.18%	Increased
831	Y-Intercept (HK) Hong Kong	$46.9M	-$118M	5	0.93%	Reduced
832	LI LMCG Investments Boston, Massachusetts	$46.8M	-$18.7M	3	2.5%	Reduced
833	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$46.6M	+$4.03M	4	2.1%	Increased
834	BEAM Baker Ellis Asset Management Vancouver, Washington	$46.5M	-$2.16M	2	4.82%	Reduced
835	SCM Suvretta Capital Management New York	$46.4M	+$32.7M	2	0.85%	New
836	BCM Beck Capital Management Austin, Texas	$46.3M	+$959K	3	8.53%	Increased
837	BVC Bright Valley Capital Hong Kong	$46.2M	+$30.4M	2	7.38%	New
838	NA Navellier & Associates Reno, Nevada	$46.1M	+$6.01M	4	3.65%	Increased
839	TF Trek Financial Scottsdale, Arizona	$45.9M	-$7.19M	3	2.28%	Reduced
840	Foundations Investment Advisors Phoenix, Arizona	$45.9M	+$1.18M	5	0.47%	Increased
841	BW Gestao de Investimentos Sao Paulo, Brazil	$45.9M	+$29.8M	2	0.91%	New
842	Select Equity Group New York	$45.7M	+$3.75M	1	0.23%	Increased
843	AAIM American Assets Investment Management San Diego, California	$45.5M	$0	1	2.75%	Maintained
844	VAM VMS Asset Management Hong Kong,	$45.5M	+$19.8M	2	14.44%	Increased
845	Spire Wealth Management Mclean, Virginia	$45.4M	-$2.21M	4	1.37%	Reduced
846	SLG Stanley-Laman Group Berwyn, Pennsylvania	$45.4M	-$991K	2	4.62%	Reduced
847	Allianz Munich, Germany	$45.4M	-$2.13M	3	0.48%	Reduced
848	GCM Gladstone Capital Management London, United Kingdom	$45.2M	+$28.4M	1	4.48%	New
849	TCCM Timber Creek Capital Management Boston, Massachusetts	$45.2M	-$8.33M	1	9.22%	Reduced
850	MCP Miller Capital Partners Troy, Michigan	$45.1M	-$1.06M	2	17.55%	Reduced