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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
876	SGA Strategic Global Advisors Newport Beach, California	$42.1M	-$4.53M	2	6%	Reduced
877	Advisors Capital Management Ridgewood, New Jersey	$42.1M	-$912K	3	0.45%	Reduced
878	Liontrust Investment Partners London, United Kingdom	$42M	-$63.1M	3	0.62%	Reduced
879	SAM Securian Asset Management St Paul, Minnesota	$42M	-$729K	4	1.51%	Reduced
880	Bailard Foster City, California	$41.9M	-$1.23M	2	0.85%	Reduced
881	MCM MV Capital Management Bethesda, Maryland	$41.9M	-$2.15M	5	3.72%	Reduced
882	SouthState Corp Winter Haven, Florida	$41.9M	-$459K	5	1.75%	Reduced
883	THCM Taylor Hoffman Capital Management Richmond, Virginia	$41.8M	-$563K	2	10.16%	Reduced
884	BFG Bouchey Financial Group Troy, New York	$41.8M	+$24.9M	4	2.7%	Increased
885	LTI Laffer Tengler Investments Nashville, Tennessee	$41.7M	-$5.69M	2	5.34%	Reduced
886	VCA Verdence Capital Advisors Hunt Valley, Maryland	$41.5M	-$22.4M	3	2.18%	Reduced
887	Atomi Financial Group New York	$41.3M	+$6.81M	4	1.07%	Increased
888	RP Ravenswood Partners Mclean, Virginia	$41.1M	-$8.64M	3	13.16%	Reduced
889	Sigma Planning Corp Ann Arbor, Michigan	$41.1M	-$4.22M	4	1.03%	Reduced
890	CCAM Capelight Capital Asset Management New York	$40.9M	$0	1	19.64%	Maintained
891	EFG International Zurich,	$40.9M	-$8.28M	6	0.75%	Reduced
892	Silvercrest Asset Management New York	$40.8M	+$4.83M	6	0.27%	Increased
893	Engineers Gate Manager New York	$40.8M	-$111M	6	0.53%	Reduced
894	Caption Management Oklahoma City, Oklahoma	$40.7M	-$435K	2	0.19%	Reduced
895	PIM Platinum Investment Management Sydney Australia 2000, Australia	$40.6M	-$4.4M	2	9.99%	Reduced
896	MFAM Motley Fool Asset Management Alexandria, Virginia	$40.6M	-$11.1M	1	1.57%	Reduced
897	MA Mutual Advisors Omaha, Nebraska	$40.5M	+$5.32M	4	0.76%	Increased
898	IFWM Institute for Wealth Management Denver, Colorado	$40.4M	+$43.2K	5	3.57%	Increased
899	RC Riposte Capital New York	$40.2M	-$15.9M	2	8.93%	Reduced
900	CA Cache Advisors San Francisco, California	$40.2M	+$15.2M	3	3.41%	Increased