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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
1251	CGIM Capital Group Investment Management Raffles Quay, Singapore	$18.7M	-$581K	1	2.82%	Reduced
1252	Sit Investment Associates Minneapolis, Minnesota	$18.7M	-$4.08M	1	0.35%	Reduced
1253	PCM Pincus Capital Management New York	$18.6M	$0	1	11.09%	Maintained
1254	DWG Darden Wealth Group Ann Arbor, Michigan	$18.6M	+$2.46M	3	7.36%	Increased
1255	GTAM Global Trust Asset Management West Palm Beach, Florida	$18.6M	+$1.18M	3	5.8%	Increased
1256	SC Sawyer & Company Boston, Massachusetts	$18.5M	-$1.41M	1	6.21%	Reduced
1257	OAM Ostrum Asset Management Paris, France	$18.5M	-$1.93M	3	0.89%	Reduced
1258	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$18.5M	-$21.8M	1	0.65%	Reduced
1259	CCA Childress Capital Advisors Houston, Texas	$18.4M	-$749K	3	3.02%	Reduced
1260	Chicago Capital Chicago, Illinois	$18.4M	+$1.72M	3	0.44%	Increased
1261	CL CVFG LLC Shelbyville, Indiana	$18.4M	-$153K	1	1.93%	Reduced
1262	Munich Reinsurance Munich,	$18.3M	-$1.51M	1	0.4%	Reduced
1263	PFM Patton Fund Management Dallas, Texas	$18.2M	-$9.24M	3	3.94%	Reduced
1264	CCG Cypress Capital Group Palm Beach, Florida	$18.2M	+$2.27M	2	1.7%	Increased
1265	AWC Abundance Wealth Counselors State College, Pennsylvania	$18.2M	+$5.8M	3	1.18%	Increased
1266	OCM Octahedron Capital Management Burlingame, California	$18.1M	+$127K	1	9.28%	Increased
1267	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$18.1M	-$13.4M	4	0.34%	Reduced
1268	World Investment Advisors Santa Barbara, California	$18M	-$1.98M	3	0.3%	Reduced
1269	BWP Balboa Wealth Partners Scottsdale, Arizona	$18M	-$1.43M	4	2.45%	Reduced
1270	PIA Prakash Investment Advisors Andover, Massachusetts	$17.9M	+$3.76M	3	10.27%	Increased
1271	Ninety One (UK) London, United Kingdom	$17.9M	+$12.5M	2	0.04%	New
1272	Perpetual Ltd Sydney, New South Wales, Australia	$17.8M	-$2.31M	3	0.25%	Reduced
1273	PE PCM Encore Aspen, Colorado	$17.8M	+$618K	3	3.13%	Increased
1274	TD Private Client Wealth New York	$17.8M	-$2.3M	3	0.33%	Reduced
1275	SW SVB Wealth Boston, Massachusetts	$17.7M	+$599K	3	1.12%	Increased