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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
951	CFM Catalyst Funds Management Sydney NSW, Australia	$33.9M	+$20.9M	4	1.9%	Increased
952	First Manhattan New York	$33.9M	-$4.85M	3	0.09%	Reduced
953	ET Entropy Technologies New York	$33.9M	-$24.3M	5	1.35%	Reduced
954	TGCMU Titan Global Capital Management USA New York	$33.8M	-$21M	1	4.28%	Reduced
955	SPG Strategic Planning Group Bountiful, Utah	$33.7M	+$8.05M	2	3.68%	Increased
956	AWM Activest Wealth Management Aventure, Florida	$33.7M	-$2.14M	5	6.52%	Reduced
957	FLII First Long Island Investors Jericho, New York	$33.7M	+$21.9M	1	2.39%	New
958	MCP Meridiem Capital Partners Dallas, Texas	$33.7M	+$21.9M	1	1.51%	New
959	Emerald Advisers Leola, Pennsylvania	$33.6M	-$31.2M	2	0.79%	Reduced
960	Caisse Des Depots Et Consignations Paris, France	$33.6M	-$4.11M	2	0.57%	Reduced
961	SIA Schear Investment Advisers Cincinnati, Ohio	$33.6M	-$2.1M	2	11.23%	Reduced
962	RCA Runnymede Capital Advisors Dublin, Ohio	$33.5M	-$830K	2	19.95%	Reduced
963	AFA Abacus FCF Advisors Orlando, Florida	$33.5M	+$3.91M	2	6.15%	Increased
964	Welch Group Birmingham, Alabama	$33.3M	-$5.89M	2	1.14%	Reduced
965	CoreCap Advisors Southfield, Michigan	$33.3M	+$6.37M	6	0.98%	Increased
966	SHFA SS&H Financial Advisors Troy, Michigan	$33.1M	+$22M	2	8.48%	New
967	SIA SeaBridge Investment Advisors Summit, New Jersey	$33.1M	-$108K	3	4.79%	Reduced
968	GA GFS Advisors Houston, Texas	$32.9M	-$1.65M	2	3.47%	Reduced
969	Covea Finance Paris, France	$32.9M	+$21.4M	1	1.04%	New
970	Martingale Asset Management Boston, Massachusetts	$32.8M	+$2.1M	3	0.78%	Increased
971	RWM Rockline Wealth Management Plainview, New York	$32.7M	+$4.85M	2	6.26%	Increased
972	TCM Twin Capital Management Mcmurray, Pennsylvania	$32.6M	+$1.72M	3	3.56%	Increased
973	ZF Zhang Financial Portage, Michigan	$32.5M	-$3.25M	2	0.95%	Reduced
974	SSA South Street Advisors New York	$32.4M	+$21.1M	1	4.22%	New
975	FIM FWL Investment Management Dallas, Texas	$32.3M	-$11.1M	2	5.93%	Reduced