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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
1226	HH Hilltop Holdings Dallas, Texas	$19.7M	-$4.9M	4	1.53%	Reduced
1227	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$19.6M	-$2.49M	2	3.72%	Reduced
1228	LAM L2 Asset Management Wayland, Massachusetts	$19.6M	-$752K	3	2.04%	Reduced
1229	IAIM International Assets Investment Management Orlando, Florida	$19.6M	+$3.1M	6	1.17%	Increased
1230	ESC Eurizon SLJ Capital London,	$19.5M	-$1.38M	2	7.21%	Reduced
1231	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$19.5M	-$11.8M	2	2.57%	Reduced
1232	EFMH E Fund Management (HK) Central, Hong Kong	$19.5M	+$4.38M	3	6.45%	Increased
1233	GM GeoWealth Management Chicago, Illinois	$19.5M	-$295K	3	0.61%	Reduced
1234	GAA Green Alpha Advisors Niwot, Colorado	$19.4M	-$386K	2	13.05%	Reduced
1235	OA Oak Associates Akron, Ohio	$19.4M	$0	1	1.09%	Maintained
1236	SCP Steamboat Capital Partners Rye, New York	$19.4M	-$12.1M	1	4.15%	Reduced
1237	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$19.4M	-$640K	2	9.66%	Reduced
1238	Pallas Capital Advisors Braintree, Massachusetts	$19.4M	-$1.75M	4	0.6%	Reduced
1239	QI Qtron Investments Boston, Massachusetts	$19.2M	-$2.58M	3	2.56%	Reduced
1240	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$19.1M	+$9.28M	6	1.15%	Increased
1241	AC Avestar Capital New York	$19.1M	+$1.19M	3	1.07%	Increased
1242	FC FORA Capital Miami, Florida	$19.1M	-$39.4M	3	1.31%	Reduced
1243	Circle Wealth Management Summit, New Jersey	$19M	+$2.09M	3	0.24%	Increased
1244	RCM Ratan Capital Management Miami Beach, Florida	$19M	+$12.2M	2	6.12%	New
1245	HR Howe & Rusling Rochester, New York	$18.9M	-$2.01M	2	1.1%	Reduced
1246	DCU Dara Capital US Miami, Florida	$18.8M	+$257K	3	12.99%	Increased
1247	Capital Advisors Inc Tulsa, Oklahoma	$18.8M	+$116K	3	0.28%	Increased
1248	TCA Trifecta Capital Advisors Northbrook, Illinois	$18.7M	+$267K	3	2.41%	Increased
1249	SC Slow Capital Greenbrae, California	$18.7M	-$7.19M	1	2.18%	Reduced
1250	Valeo Financial Advisors Carmel, Indiana	$18.7M	+$2.82M	3	0.39%	Increased