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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
851	MC Moors & Cabot Boston, Massachusetts	$45M	-$2.87M	4	1.75%	Reduced
852	Glenview Trust Louisville, Kentucky	$45M	+$735K	2	0.62%	Increased
853	Thornburg Investment Management Santa Fe, New Mexico	$44.9M	+$6.16M	2	0.43%	Increased
854	TimesSquare Capital Management New York	$44.9M	+$1.93M	2	0.66%	Increased
855	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$44.8M	-$1.07M	1	4.04%	Reduced
856	Avior Wealth Management Omaha, Nebraska	$44.6M	-$68.5K	3	1.17%	Reduced
857	CCFM Clear Creek Financial Management Silverdale, Washington	$44.4M	-$459K	3	2.86%	Reduced
858	First Merchants Corp Muncie, Indiana	$44.3M	-$439K	1	1.56%	Reduced
859	FSA Franklin Street Advisors Chapel Hill, North Carolina	$44.3M	+$26.7M	2	2.47%	Increased
860	SRFM Shannon River Fund Management New York	$43.9M	-$2.11M	2	3.92%	Reduced
861	TCM Traynor Capital Management Malvern, Pennsylvania	$43.9M	+$14M	4	2.02%	Increased
862	Tema ETFs New York	$43.9M	+$1.83M	3	1.42%	Increased
863	YIA YHB Investment Advisors West Hartford, Connecticut	$43.8M	-$1.65M	2	2.81%	Reduced
864	SSCM Summit Street Capital Management New York	$43.8M	-$41.4M	2	6.15%	Reduced
865	FRA Frank Rimerman Advisors Palo Alto, California	$43.6M	-$409K	3	2.47%	Reduced
866	ARAM Ardmore Road Asset Management New York	$43.5M	-$110M	3	2.55%	Reduced
867	ACA Apis Capital Advisors New York	$43.2M	-$42.8M	1	4.21%	Reduced
868	ABN AMRO Bank Amsterdam, Netherlands	$43M	-$14.6M	3	0.55%	Reduced
869	LW Linscomb Wealth Houston, Texas	$42.9M	-$4.17M	1	1.86%	Reduced
870	Savvy Advisors Inc New York	$42.8M	-$4.21M	4	0.91%	Reduced
871	IB Intrust Bank Wichita, Kansas	$42.7M	-$1.3M	3	3.16%	Reduced
872	Parallel Advisors San Francisco, California	$42.7M	+$4.85M	7	0.65%	Increased
873	WC Whitney & Co Rochester, New York	$42.6M	-$899K	2	3.12%	Reduced
874	SCM Soros Capital Management New York	$42.5M	+$27.6M	1	7.59%	New
875	SAM Synergy Asset Management Vancouver, Washington	$42.4M	-$1.62M	3	3.99%	Reduced