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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
976	SB Simmons Bank Pine Bluff, Arkansas	$32.1M	+$10.5M	3	1.83%	Increased
977	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$32.1M	-$1.15M	4	1.61%	Reduced
978	CCM Carderock Capital Management Chevy Chase, Maryland	$32M	-$6.68M	1	7.02%	Reduced
979	SI Sora Investors Bryn Mawr, Pennsylvania	$31.9M	-$31.1M	2	2.45%	Reduced
980	VHAM Van Hulzen Asset Management El Dorado Hills, California	$31.9M	-$307K	2	2.27%	Reduced
981	GWM Greenwich Wealth Management Greenwich, Connecticut	$31.9M	+$16.4K	3	1.16%	Increased
982	MAP Managed Asset Portfolios Rochester, Michigan	$31.8M	-$1.37M	1	3.64%	Reduced
983	Chicago Partners Investment Group Chicago, Illinois	$31.8M	-$501K	5	0.64%	Reduced
984	MGCM Mane Global Capital Management New York	$31.8M	+$20.7M	1	2.63%	New
985	Pine Valley Investments Marlton, New Jersey	$31.7M	-$5.41M	2	1.25%	Reduced
986	FAM Fulcrum Asset Management London, United Kingdom	$31.7M	+$654K	4	3.16%	Increased
987	CBA Coastal Bridge Advisors Westport, Connecticut	$31.7M	-$7.96M	2	1.96%	Reduced
988	Freestone Capital Holdings Seattle, Washington	$31.7M	+$713K	3	0.82%	Increased
989	KA Kintegral Advisory New York	$31.6M	$0	2	2.56%	Maintained
990	Dakota Wealth Management Palm Beach Gardens, Florida	$31.3M	+$4.09M	3	0.6%	Increased
991	IFP Advisors Tampa, Florida	$31.2M	+$4.04M	7	0.56%	Increased
992	SummitTX Capital Fort Worth, Texas	$31.2M	-$9.28M	3	0.8%	Reduced
993	FC Fulcrum Capital Seattle, Washington	$31.1M	-$1.41M	2	6.31%	Reduced
994	BCM Blume Capital Management Berkeley, California	$31.1M	-$12.2M	2	4.55%	Reduced
995	AIA AssuredPartners Investment Advisors Tampa, Florida	$31M	-$7.31M	3	3%	Reduced
996	CastleKnight Management New York	$31M	-$142M	2	0.42%	Reduced
997	ERP Eldred Rock Partners San Antonio, Texas	$30.9M	+$1.3M	1	6.64%	Increased
998	WesBanco Bank Wheeling, West Virginia	$30.8M	-$806K	2	0.77%	Reduced
999	NFG Nations Financial Group Cedar Rapids, Iowa	$30.8M	+$7.75M	5	1.47%	Increased
1000	FSWA Financial Synergies Wealth Advisors Houston, Texas	$30.8M	+$1.04M	2	2.61%	Increased