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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
926	MIA MMBG Investment Advisors Miami, Florida	$37.5M	-$7.8M	1	2.97%	Reduced
927	STP Science & Technology Partners New York	$37.4M	-$41.8M	2	6.31%	Reduced
928	NG NatWest Group Edinburgh, Scotland, United Kingdom	$37.2M	-$610K	2	6.64%	Reduced
929	EPW Evolve Private Wealth Los Angeles, California	$37.2M	-$3.31M	4	2.27%	Reduced
930	FA Fedenia Advisers Madison, Wisconsin	$37.1M	+$22.7M	3	8.82%	Increased
931	B Bensler Bellevue, Washington	$36.9M	+$408K	2	3.26%	Increased
932	Calamos Wealth Management Naperville, Illinois	$36.8M	+$4.15M	2	1.11%	Increased
933	PC Panview Capital Hong Kong	$36.6M	+$30.3M	1	6.44%	New
934	TCC Trans-Canada Capital Montreal, Quebec, Canada	$36.4M	+$23.7M	1	2%	New
935	PFU Parus Finance (UK) London, United Kingdom	$36.1M	-$14.8M	2	9.42%	Reduced
936	IPAM ICICI Prudential Asset Management Mumbai, India	$36.1M	+$3.49M	3	3.95%	Increased
937	Harbour Investments Madison, Wisconsin	$35.9M	-$346K	7	0.48%	Reduced
938	VIG Vienna Insurance Group Warsaw, Poland	$35.8M	-$10.5M	1	9.4%	Reduced
939	CA Continuum Advisory Eagle, Idaho	$35.7M	-$836K	5	2.89%	Reduced
940	ACM Alight Capital Management New York	$35.4M	-$8.34M	4	4.98%	Reduced
941	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$35.4M	-$6.31M	1	1.86%	Reduced
942	XTX Topco George Town, Cayman Islands	$35.4M	+$3.66M	6	0.46%	Increased
943	CBT Central Bank & Trust Lexington, Kentucky	$35.2M	-$2.76M	2	4.99%	Reduced
944	KA Kovack Advisors Ft. Lauderdale, Florida	$35M	-$215K	4	1.68%	Reduced
945	TW TritonPoint Wealth Chevy Chase, Maryland	$34.9M	+$2.06M	3	3.43%	Increased
946	CWA Asset Management Group Naples, Florida	$34.7M	+$1.54M	4	1.06%	Increased
947	FC Fusion Capital Mt. Pleasant, South Carolina	$34.6M	-$1.53M	1	8.03%	Reduced
948	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$34.5M	+$5.42M	2	1.46%	Increased
949	Sumitomo Life Insurance Tokyo, Japan	$34.5M	+$8.45M	3	0.56%	Increased
950	CreativeOne Wealth Overland Park, Kansas	$34M	+$1.89M	3	0.73%	Increased