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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
1151	RIM Ranger Investment Management Dallas, Texas	$23.5M	-$6.2M	1	1.48%	Reduced
1152	MIM Marco Investment Management Atlanta, Georgia	$23.3M	-$2.81M	2	1.54%	Reduced
1153	GCC Game Creek Capital Boston, Massachusetts	$23.3M	-$10.3M	1	8.22%	Reduced
1154	VCM Virtue Capital Management Brentwood, Tennessee	$23M	+$4.88M	4	3.07%	Increased
1155	ASM AI-Squared Management Hong Kong	$22.9M	-$47.9M	2	12.24%	Reduced
1156	Pure Financial Advisors San Diego, California	$22.9M	+$5.42M	3	0.29%	Increased
1157	TAM Talos Asset Management New York	$22.8M	-$18.5M	1	3.24%	Reduced
1158	CT Chicago Trust Grayslake, Illinois	$22.7M	-$964K	3	3.29%	Reduced
1159	Blue Trust Inc Alpharetta, Georgia	$22.7M	-$2M	6	0.24%	Reduced
1160	FWC First Washington Corp Seattle, Washington	$22.7M	-$9.86M	1	5.53%	Reduced
1161	TPW Talon Private Wealth The Villages, Florida	$22.7M	-$1.15M	2	2.65%	Reduced
1162	SCM Stevens Capital Management Radnor, Pennsylvania	$22.5M	-$6.76M	4	5.39%	Reduced
1163	CWG Cornerstone Wealth Group Huntersville, North Carolina	$22.5M	+$2.72M	3	1.33%	Increased
1164	Belpointe Asset Management Reno, Nevada	$22.5M	-$3.53M	4	0.73%	Reduced
1165	RFM Royal Fund Management Lady Lake, Florida	$22.4M	+$14.9M	2	1.87%	Increased
1166	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$22.4M	-$284K	4	1.33%	Reduced
1167	RWM RKL Wealth Management Lancaster, Pennsylvania	$22.2M	-$2.29M	2	1.77%	Reduced
1168	FAT First American Trust Santa Ana, California	$22.2M	+$3.85M	2	1.34%	Increased
1169	Dymon Asia Capital (Singapore) Singapore	$22.1M	-$4.63M	4	0.92%	Reduced
1170	MAP Madison Avenue Partners New York	$22.1M	-$870M	1	0.95%	Reduced
1171	AFP Ausdal Financial Partners Davenport, Iowa	$22M	-$3.06M	4	0.86%	Reduced
1172	HI Hoey Investments Coatesville, Pennsylvania	$22M	+$11.7M	3	2.84%	Increased
1173	SI Shaker Investments Cleveland, Ohio	$21.9M	+$1.33M	2	7.87%	Increased
1174	GLOBALT Investments Atlanta, Georgia	$21.9M	-$4.63M	1	0.74%	Reduced
1175	SCP Sivia Capital Partners Mill Valley, California	$21.8M	+$1.8M	3	2.65%	Increased