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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
1301	WI Westbourne Investments Alexandria, Virginia	$16.9M	-$3.43M	2	6.89%	Reduced
1302	WAS WESPAC Advisors SoCal Pasadena, California	$16.9M	+$3.22M	1	3.01%	Increased
1303	DAM Deepwater Asset Management Minneapolis, Minnesota	$16.9M	-$4.04M	3	7.66%	Reduced
1304	RWB RMR Wealth Builders Montclair, New Jersey	$16.8M	+$1.41M	3	1.04%	Increased
1305	FZCM Flynn Zito Capital Management Garden City, New York	$16.8M	+$82.3K	3	4.56%	Increased
1306	IA Integrity Alliance Urbandale, Iowa	$16.8M	+$821K	3	0.52%	Increased
1307	Old Mission Capital Chicago, Illinois	$16.8M	+$10.9M	2	0.27%	New
1308	HCA Harbour Capital Advisors Tysons Corner, Virginia	$16.7M	-$96.7K	2	3.04%	Reduced
1309	BIM Brentview Investment Management Northfield, Illinois	$16.7M	-$1.64M	1	6.6%	Reduced
1310	WTFG Wood Tarver Financial Group Boise, Idaho	$16.7M	+$1.97M	2	3.94%	Increased
1311	Evelyn Partners London,	$16.7M	+$11.3M	2	0.04%	New
1312	IB Iyo Bank Matsuyama, Japan	$16.5M	+$3.44M	1	5.01%	Increased
1313	STA Shade Tree Advisors Saratoga Springs, New York	$16.5M	-$10.3M	1	9.6%	Reduced
1314	M Mirova Paris, France	$16.5M	+$10.7M	1	0.61%	New
1315	LBWM Left Brain Wealth Management Naperville, Illinois	$16.4M	+$5.24M	3	4.93%	Increased
1316	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$16.3M	-$3.66M	1	4.35%	Reduced
1317	FCM Fortis Capital Management Bellevue, Washington	$16.3M	+$8.31M	2	1.82%	Increased
1318	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$16.2M	-$1.55M	2	2.33%	Reduced
1319	XSC X-Square Capital Guaynabo, Puerto Rico	$16.2M	-$3.66M	1	4.11%	Reduced
1320	WIM Westside Investment Management Santa Monica, California	$16.2M	-$2.19M	3	2.12%	Reduced
1321	AWM Aprio Wealth Management Atlanta, Georgia	$16.2M	+$769K	3	0.8%	Increased
1322	CL CIM LLC Albany, New York	$16.1M	-$2.34M	3	2.09%	Reduced
1323	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$16.1M	-$175K	2	2.53%	Reduced
1324	DA Denali Advisors San Diego, California	$16.1M	+$10.9M	2	1.62%	New
1325	PMA Prudent Man Advisors Naperville, Illinois	$16.1M	-$2.06M	2	3.68%	Reduced