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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
1001	AG Ascent Group Virginia Beach, Virginia	$30.6M	+$3.6M	3	0.92%	Increased
1002	Avidian Wealth Enterprises Houston, Texas	$30.6M	+$2.63M	4	0.85%	Increased
1003	KCM Kultura Capital Management Park City, Utah	$30.6M	+$12.1M	3	5.53%	Increased
1004	FFA Florida Financial Advisors Tampa, Florida	$30.6M	+$1.79M	5	5.17%	Increased
1005	Graham Capital Management Rowayton, Connecticut	$30.6M	-$34.6M	4	0.56%	Reduced
1006	Boothbay Fund Management New York	$30.5M	-$31.5M	3	0.4%	Reduced
1007	Modera Wealth Management Westwood, New Jersey	$30.5M	-$3.76M	2	0.33%	Reduced
1008	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$30.3M	-$1.37M	2	1.09%	Reduced
1009	KAM Knightsbridge Asset Management Newport Beach, California	$30.3M	-$1.19M	3	3.98%	Reduced
1010	CCM Campbell Capital Management Miami, Florida	$30.2M	-$7.62M	1	10.85%	Reduced
1011	KL KWMG LLC Overland Park, Kansas	$30.2M	-$771K	1	2.18%	Reduced
1012	SCA Snowden Capital Advisors New York	$30.1M	-$1.39M	5	0.71%	Reduced
1013	IHT Wealth Management Chicago, Illinois	$30.1M	-$2.92M	4	0.64%	Reduced
1014	WC Westerkirk Capital Victoria,	$30M	+$91.1K	1	2.89%	Increased
1015	Alyeska Investment Group Chicago, Illinois	$30M	-$1.48B	1	0.08%	Reduced
1016	CSM Advisors Warrendale, Pennsylvania	$29.9M	-$54.1M	2	0.64%	Reduced
1017	Ameritas Advisory Services Lincoln, Nebraska	$29.8M	+$15.2M	5	0.6%	Increased
1018	FSA Fort Sheridan Advisors Highland Park, Illinois	$29.7M	+$54.6K	2	3.2%	Increased
1019	Axxcess Wealth Management Carlsbad, California	$29.7M	+$1.07M	3	0.47%	Increased
1020	IHG Insight Holdings Group New York	$29.7M	+$19.4M	2	2.26%	Increased
1021	HCA Heck Capital Advisors Rhinelander, Wisconsin	$29.7M	+$20.1M	2	1.77%	New
1022	V ValueWorks New York	$29.6M	-$9.69M	1	6.18%	Reduced
1023	TPWA TRUE Private Wealth Advisors Salem, Oregon	$29.6M	+$5.7M	4	2.55%	Increased
1024	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$29.6M	-$13.6M	2	7.99%	Reduced
1025	NW N10 Wealth Greenwich, Connecticut	$29.6M	+$19.7M	3	10.49%	New