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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
1026	BIA Benchmark Investment Advisors Chicago, Illinois	$29.5M	-$1.77M	3	12.96%	Reduced
1027	Boston Trust Walden Boston, Massachusetts	$29.5M	+$447K	2	0.23%	Increased
1028	Krane Funds Advisors New York	$29.5M	+$14.2M	3	1.05%	Increased
1029	Wealthspire Advisors (New York) New York	$29.5M	+$5.94M	3	0.16%	Increased
1030	MMG Monetary Management Group St Louis, Missouri	$29.5M	+$761K	3	6.05%	Increased
1031	GCM Genus Capital Management Vancouver, British Columbia, Canada	$29.4M	-$8.88M	2	2.9%	Reduced
1032	ACP Aviance Capital Partners Naples, Florida	$29.4M	-$6M	4	3.05%	Reduced
1033	RC Roundview Capital Princeton, New Jersey	$29.3M	+$3.07M	3	1.6%	Increased
1034	CSA Cornerstone Select Advisors St. Louis, Missouri	$29.3M	+$2.77M	2	12.34%	Increased
1035	ACM Alamar Capital Management Santa Barbara, California	$29.2M	-$5.44M	2	14.79%	Reduced
1036	STB S&T Bank Indiana, Pennsylvania	$29.2M	-$5.51M	3	8.77%	Reduced
1037	BCM Brown Capital Management Baltimore, Maryland	$29.2M	-$78.2M	1	5.84%	Reduced
1038	VIS Vega Investment Solutions Paris, France	$29.2M	+$20.8M	3	4.14%	New
1039	SFS Stiles Financial Services Edina, Minnesota	$29.1M	-$857K	2	7.32%	Reduced
1040	NA N10 Assets Greenwich, Connecticut	$29M	+$19.3M	3	12.54%	New
1041	MYA Meiji Yasuda America New York	$28.9M	+$2.88M	1	4.84%	Increased
1042	MB MidFirst Bank Oklahoma City, Oklahoma	$28.9M	+$197K	3	2.05%	Increased
1043	CA Cullinan Associates Louisville, Kentucky	$28.9M	+$600K	2	2.18%	Increased
1044	EIA Emerald Investment Advisers Leola, Pennsylvania	$28.9M	+$1.02M	3	1.92%	Increased
1045	AWA Aaron Wealth Advisors Chicago, Illinois	$28.8M	-$475K	3	1.46%	Reduced
1046	SC Syon Capital San Francisco, California	$28.7M	+$294K	3	1.25%	Increased
1047	LPPL Loftus Peak Pty Ltd Sydney, Australia	$28.7M	+$18.4M	2	3.91%	New
1048	Stephens Inc Little Rock, Arkansas	$28.6M	-$5.16M	6	0.32%	Reduced
1049	NB Nicolet Bankshares Green Bay, Wisconsin	$28.6M	-$1.1M	3	0.91%	Reduced
1050	PWS Precision Wealth Strategies Saint Louis, Missouri	$28.6M	+$4.42M	3	8.61%	Increased