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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
1276	FWP FAS Wealth Partners Leawood, Kansas	$17.7M	+$276K	2	0.92%	Increased
1277	PWM Parkway Wealth Management Plano, Texas	$17.7M	-$682K	2	2.04%	Reduced
1278	OBAM ODDO BHF Asset Management Paris, France	$17.6M	+$11.1M	1	0.82%	New
1279	TSS Two Sigma Securities New York	$17.6M	+$3.77M	4	1.51%	Increased
1280	JCM Jacobi Capital Management Pittston, Pennsylvania	$17.5M	+$1.58M	3	0.86%	Increased
1281	AFT Alpha Family Trust Los Angeles, California	$17.5M	+$1.36M	3	7.03%	Increased
1282	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$17.4M	-$594K	3	1.08%	Reduced
1283	OMC Overbrook Management Corp New York	$17.4M	-$10.1M	3	2.63%	Reduced
1284	TAM Telemark Asset Management Boston, Massachusetts	$17.3M	-$13.6M	1	1.25%	Reduced
1285	TF Telligent Fund Hong Kong	$17.3M	+$2.25M	1	12.76%	Increased
1286	1WA 180 Wealth Advisors Federal Way, Washington	$17.3M	-$541K	2	1.73%	Reduced
1287	Edmond de Rothschild Holding Chambesy, Switzerland	$17.2M	-$3.11M	3	0.23%	Reduced
1288	NF Nikulski Financial Bettendorf, Iowa	$17.2M	-$681K	2	3.71%	Reduced
1289	PAM Paradigm Asset Management New York	$17.1M	+$5.23M	2	3.65%	Increased
1290	GWM Glass Wealth Management San Antonio, Texas	$17.1M	+$74.1K	1	5.72%	Increased
1291	HCP Hiddenite Capital Partners New York	$17.1M	+$10.7M	1	1.46%	New
1292	OC Oakworth Capital Birmingham, Alabama	$17M	+$18.1K	3	0.81%	Increased
1293	BCM BTC Capital Management Des Moines, Iowa	$17M	+$11.1M	1	1.03%	New
1294	BHC Bull Harbor Capital Bethesda, Maryland	$17M	-$2.21M	3	3.32%	Reduced
1295	UB Umpqua Bank Lake Oswego, Oregon	$17M	-$1.02M	2	3.81%	Reduced
1296	First Eagle Investment Management New York	$17M	-$9.78M	1	0.03%	Reduced
1297	PA Prairie Advisory Leawood, Kansas	$16.9M	+$11.8M	2	3.97%	New
1298	OTL Oak Thistle LLC New York	$16.9M	-$47M	3	1.64%	Reduced
1299	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$16.9M	-$6.87M	3	5.63%	Reduced
1300	AIM Anchor Investment Management Columbia, South Carolina	$16.9M	+$67.2K	2	1.27%	Increased