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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
901	TP TritonPoint Partners Chevy Chase, Maryland	$40.2M	+$24.6M	3	3.33%	Increased
902	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$40.1M	+$10.1M	2	1.41%	Increased
903	HIS Horizon Investment Services Hammond, Indiana	$40M	-$1.36M	2	11.12%	Reduced
904	MAM Morse Asset Management Darien, Connecticut	$40M	-$3.73M	2	6.62%	Reduced
905	VCM Violich Capital Management San Francisco, California	$40M	-$2.43M	1	4.35%	Reduced
906	FP FFG Partners Fort Lauderdale, Florida	$39.9M	+$4.04M	2	11.31%	Increased
907	Miracle Mile Advisors Los Angeles, California	$39.7M	+$1.08M	3	0.47%	Increased
908	CIP Champlain Investment Partners Burlington, Vermont	$39.7M	-$7.52M	1	1.02%	Reduced
909	TC Tairen Capital Hong Kong	$39.7M	-$298M	3	3.51%	Reduced
910	SNS Financial Group Minneapolis, Minnesota	$39.5M	+$24.2M	2	0.76%	Increased
911	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$39.5M	-$216M	4	3.23%	Reduced
912	FMI Frec Markets Inc San Francisco, California	$39.3M	+$5.9M	3	3.53%	Increased
913	FG Franchise GP Grand Cayman,	$38.9M	+$12.9M	3	18.07%	Increased
914	OneDigital Investment Advisors Overland Park, Kansas	$38.9M	+$7.59M	4	0.33%	Increased
915	RP Rice Partnership Honolulu, Hawaii	$38.8M	-$12.7M	1	4.71%	Reduced
916	Smartleaf Asset Management Boston, Massachusetts	$38.8M	$0	6	1.26%	Maintained
917	Great Valley Advisor Group Wilmington, Delaware	$38.8M	+$5.88M	4	0.61%	Increased
918	WBC Westpac Banking Corp Sydney, Australia	$38.8M	+$7.84M	3	2.39%	Increased
919	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$38.8M	-$8.5M	2	0.76%	Reduced
920	Grimes & Company Westborough, Massachusetts	$38.7M	-$523K	2	0.84%	Reduced
921	AF Alerus Financial Grand Forks, North Dakota	$38.7M	+$2.36M	3	1.69%	Increased
922	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$38.5M	+$1.92M	2	1.21%	Increased
923	FDP Financiere des Professionnels Montreal, Quebec, Canada	$38.4M	-$912K	2	2.17%	Reduced
924	Focus Partners Advisor Solutions Saint Louis, Missouri	$38.3M	-$7.82M	5	0.32%	Reduced
925	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$38.3M	-$962K	2	3.7%	Reduced