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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
1051	NG Norden Group Provo, Utah	$28.5M	-$12.3M	4	2.34%	Reduced
1052	Wedmont Private Capital West Chester, Pennsylvania	$28.5M	+$2.42M	3	0.78%	Increased
1053	RFG Range Financial Group Tigard, Oregon	$28.4M	-$3.36M	3	7.77%	Reduced
1054	HFF Halter Ferguson Financial Carmel, Indiana	$28.4M	-$29.6M	2	4.6%	Reduced
1055	MIC Means Investment Company Bangor, Maine	$28.4M	-$632K	2	2.14%	Reduced
1056	MICM Matthews International Capital Management San Francisco, California	$28.4M	-$11.5M	2	9.72%	Reduced
1057	1CP 11 Capital Partners Darien, Connecticut	$28.3M	+$19.8M	1	7.69%	New
1058	NIP Nicholas Investment Partners Rancho Santa Fe, California	$28.2M	+$7.64M	4	1.59%	Increased
1059	CAM Carret Asset Management New York	$28.2M	-$2.08M	1	2.47%	Reduced
1060	Sagespring Wealth Partners Franklin, Tennessee	$28.1M	+$1.81M	3	0.43%	Increased
1061	EC E20 Capital Hong Kong,	$28.1M	-$161M	2	2.26%	Reduced
1062	Capital Investment Advisors Atlanta, Georgia	$28M	-$76.3K	3	0.37%	Reduced
1063	SCM Steadview Capital Management London, United Kingdom	$28M	+$18.2M	1	8.42%	New
1064	IP Intellectus Partners San Francisco, California	$28M	-$10.1M	2	4.84%	Reduced
1065	Mather Group Chicago, Illinois	$27.9M	+$374K	5	0.24%	Increased
1066	Unisphere Establishment Vaduz, Liechtenstein	$27.6M	+$5.55M	1	0.23%	Increased
1067	HT Heritage Trust Oklahoma City, Oklahoma	$27.5M	+$321K	2	2.38%	Increased
1068	IHL Investment House LLC Redondo Beach, California	$27.5M	-$2.49M	2	1.24%	Reduced
1069	VSQM V-Square Quantitative Management Chicago, Illinois	$27.4M	-$5.87M	4	2.61%	Reduced
1070	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$27.2M	+$2.67M	2	24.87%	Increased
1071	BCAM Boston Common Asset Management Boston, Massachusetts	$27.2M	+$3.53M	1	1.61%	Increased
1072	TA Tiptree Advisors New York	$27.2M	+$9.82M	4	16.8%	Increased
1073	Readystate Asset Management Chicago, Illinois	$27.2M	+$5.6M	1	0.93%	Increased
1074	Kayne Anderson Rudnick Investment Management Los Angeles, California	$27.1M	+$5.72M	2	0.08%	Increased
1075	MCM Mitchell Capital Management Leawood, Kansas	$27M	-$4.07M	3	4.11%	Reduced