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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
1176	First National Bank of Omaha Omaha, Nebraska	$21.7M	+$6.39M	2	0.61%	Increased
1177	CFA Camarda Financial Advisors Fleming Island, Florida	$21.6M	-$674K	3	6.54%	Reduced
1178	SPC Spirepoint Private Client Vero Beach, Florida	$21.6M	+$131K	2	1.75%	Increased
1179	CCS Concentric Capital Strategies Stamford, Connecticut	$21.5M	+$2.11M	3	1.19%	Increased
1180	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$21.5M	-$3.5M	3	2.21%	Reduced
1181	PCM Penn Capital Management Philadelphia, Pennsylvania	$21.4M	+$7.9M	3	1.36%	Increased
1182	ACS Archford Capital Strategies Swansea, Illinois	$21.4M	-$784K	2	2.17%	Reduced
1183	DE DV Equities Chicago, Illinois	$21.4M	+$13.8M	2	3.07%	New
1184	Segall Bryant & Hamill Chicago, Illinois	$21.3M	+$370K	1	0.25%	Increased
1185	MCB Morton Community Bank East Peoria, Illinois	$21.3M	-$618K	1	4.33%	Reduced
1186	CX Institutional Auburn, Indiana	$21.2M	-$1.07M	3	0.61%	Reduced
1187	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$21.2M	-$912K	3	0.7%	Reduced
1188	CIM CIM Investment Management Pittsburgh, Pennsylvania	$21.1M	-$6.87M	4	5.07%	Reduced
1189	ZCP Z3 Capital Partners Richmond, Virginia	$21.1M	-$775K	1	4.43%	Reduced
1190	Dynasty Wealth Management St. Petersburg, Florida	$21.1M	-$613K	3	0.16%	Reduced
1191	CP CenterBook Partners Greenwich, Connecticut	$21.1M	-$8.03M	5	1.03%	Reduced
1192	Winton Group London, United Kingdom	$21M	-$2.66M	4	0.68%	Reduced
1193	PWA Primoris Wealth Advisors North Palm Beach, Florida	$20.9M	-$7.2M	2	9.53%	Reduced
1194	Bogart Wealth LLC Mclean, Virginia	$20.8M	-$3.17M	5	0.71%	Reduced
1195	RIL Rothschild Investment LLC Chicago, Illinois	$20.8M	+$4.79M	6	0.78%	Increased
1196	Pentwater Capital Management Naples, Florida	$20.8M	+$13.5M	1	0.13%	New
1197	SIA Soltis Investment Advisors St. George, Utah	$20.7M	+$6.96M	3	1.15%	Increased
1198	S SimplyRich Carlsbad, California	$20.6M	+$1.39M	2	4.83%	Increased
1199	Armistice Capital New York	$20.6M	-$19.6M	3	0.25%	Reduced
1200	Chilton Capital Management Houston, Texas	$20.6M	+$11.8M	4	0.65%	Increased