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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
1201	FFG Fortem Financial Group Palm Desert, California	$20.6M	+$3.61M	2	4.2%	Increased
1202	CI Cigna Investments Bloomfield, Connecticut	$20.5M	-$40.8K	3	2.66%	Reduced
1203	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$20.5M	+$13.2M	2	2.28%	Increased
1204	3CP 3G Capital Partners New York	$20.5M	+$12.8M	1	5.48%	New
1205	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$20.5M	-$2M	1	11.31%	Reduced
1206	SIM Stratos Investment Management Beachwood, Ohio	$20.4M	+$10.8M	3	0.74%	Increased
1207	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$20.4M	+$253K	3	4.32%	Increased
1208	Driehaus Capital Management Chicago, Illinois	$20.4M	-$54.1M	2	0.12%	Reduced
1209	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$20.4M	-$371K	1	3.67%	Reduced
1210	JCM Jag Capital Management St Louis, Missouri	$20.4M	-$8.76M	1	1.91%	Reduced
1211	TIS Titan Investment Solutions London,	$20.3M	+$1.12M	1	2.27%	Increased
1212	RB Rodgers Brothers Harmony, Pennsylvania	$20.2M	-$752K	2	1.96%	Reduced
1213	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$20.2M	+$12.7M	2	0.63%	Increased
1214	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$20.2M	-$408K	3	0.98%	Reduced
1215	HA Huntleigh Advisors St. Louis, Missouri	$20.2M	+$1.53M	3	2.83%	Increased
1216	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$20M	-$3.48M	3	1.51%	Reduced
1217	QIM Quest Investment Management Lake Oswego, Oregon	$20M	+$10.7M	2	2.34%	Increased
1218	SWM StoneCrest Wealth Management Chandler, Arizona	$20M	+$5.95M	3	6.38%	Increased
1219	Aristotle Atlantic Partners Sarasota, Florida	$19.9M	+$12.8M	2	0.83%	New
1220	PCM Prelude Capital Management New York	$19.9M	-$34.7M	6	1.45%	Reduced
1221	EverSource Wealth Advisors Birmingham, Alabama	$19.9M	-$4.08M	7	0.67%	Reduced
1222	HT Headlands Technologies Chicago, Illinois	$19.8M	-$64.9M	6	2.1%	Reduced
1223	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$19.8M	+$3.72M	3	0.63%	Increased
1224	Koshinski Asset Management Decatur, Illinois	$19.8M	-$70.2K	3	1.05%	Reduced
1225	PNAA Pictet North America Advisors Geneva 73, Switzerland	$19.7M	-$4.48M	1	1.74%	Reduced