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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
1101	SCM Shapiro Capital Management Atlanta, Georgia	$25.8M	-$43.9M	1	1.57%	Reduced
1102	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$25.8M	-$646K	3	1.49%	Reduced
1103	FCP Fidelis Capital Partners Tampa, Florida	$25.8M	-$1.34M	3	1.48%	Reduced
1104	1C 111 Capital Paris, France	$25.8M	-$2.98M	3	4.43%	Reduced
1105	NFSG Newbridge Financial Services Group Boca Raton, Florida	$25.7M	+$8.78M	5	3.18%	Increased
1106	WE Wealth Effects Boston, Massachusetts	$25.7M	-$789K	4	6.94%	Reduced
1107	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$25.7M	$0	2	5.76%	Maintained
1108	BAM BOCHK Asset Management Hong Kong	$25.6M	+$12.2M	2	4.04%	Increased
1109	EFG Everest Financial Group Minneapolis, Minnesota	$25.5M	+$452K	1	3.46%	Increased
1110	BFF Byrne Financial Freedom Franklin, Massachusetts	$25.5M	+$141K	2	9.96%	Increased
1111	GW&K Investment Management Boston, Massachusetts	$25.4M	+$13.2M	4	0.2%	Increased
1112	PCP Proficio Capital Partners Newton, Massachusetts	$25.3M	+$7.86M	3	0.91%	Increased
1113	WCM Investment Management Laguna Beach, California	$25.3M	-$1.91M	2	0.05%	Reduced
1114	GFL Granite FO LLC Bedford, New Hampshire	$25.2M	$0	1	13.34%	Maintained
1115	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$25.2M	-$2.84M	3	1.35%	Reduced
1116	Eastern Bank Boston, Massachusetts	$25.2M	+$14.2M	3	0.39%	Increased
1117	ECP Elemental Capital Partners San Francisco, California	$25M	+$68.3K	1	5.25%	Increased
1118	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$24.8M	-$459K	2	4.87%	Reduced
1119	RCA Riverview Capital Advisers Boston, Massachusetts	$24.8M	-$1.24M	2	7.11%	Reduced
1120	RWA Wealth Partners Newton, Massachusetts	$24.8M	+$3.28M	3	0.24%	Increased
1121	Montag & Associates Atlanta, Georgia	$24.7M	-$3.22M	3	1.04%	Reduced
1122	Procyon Advisors Shelton, Connecticut	$24.7M	+$2.71M	3	1.06%	Increased
1123	AA Apriem Advisors Irvine, California	$24.6M	-$1.62M	2	2.13%	Reduced
1124	ERIC Eagle Rock Investment Company Atlanta, Georgia	$24.5M	-$15M	1	3.04%	Reduced
1125	AMI Amica Mutual Insurance Providence, Rhode Island	$24.5M	-$2.23M	1	2.04%	Reduced