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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
1326	LAM LOM Asset Management Hamilton,	$16.1M	-$1.84M	2	4.15%	Reduced
1327	FMI F/M Investments Washington, District of Columbia	$16M	+$7.14M	2	0.81%	Increased
1328	AFM Aspetuck Financial Management Westport, Connecticut	$15.9M	-$19.7K	2	9.37%	Reduced
1329	GCGDR Genoa Capital Gestora de Recursos Sao Paulo,	$15.9M	+$4.12M	1	2.89%	Increased
1330	DI Decision Investments San Diego, California	$15.9M	-$2.05M	3	14.48%	Reduced
1331	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$15.9M	-$923K	2	8.47%	Reduced
1332	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$15.9M	-$1.44M	3	3.49%	Reduced
1333	Empower Advisory Group Greenwood Village, Colorado	$15.8M	-$1.75M	3	0.04%	Reduced
1334	NW Naviter Wealth Little Rock, Arkansas	$15.8M	+$499K	2	1.43%	Increased
1335	BOS Bank of Stockton Stockton, California	$15.8M	-$544K	1	4.43%	Reduced
1336	Conning Inc Hartford, Connecticut	$15.7M	-$1.92M	3	0.47%	Reduced
1337	AWM Angeles Wealth Management Santa Monica, California	$15.7M	+$1.23M	3	0.72%	Increased
1338	ASA Axxion S.A. Grevenmacher, Luxembourg	$15.7M	+$10.2M	2	1.12%	New
1339	IAS IMA Advisory Services Denver, Colorado	$15.7M	-$5.5M	5	0.98%	Reduced
1340	PP Pacifica Partners Surrey, Canada	$15.6M	-$568K	2	4.71%	Reduced
1341	CTC Cetera Trust Company St. Paul, Minnesota	$15.6M	-$288K	2	7.84%	Reduced
1342	Carnegie Investment Counsel Pepper Pike, Ohio	$15.6M	-$267K	3	0.31%	Reduced
1343	JWM Jessup Wealth Management Dayton, Ohio	$15.6M	-$3.49M	2	4.64%	Reduced
1344	WA Win Advisors Palm Beach Gardens, Florida	$15.5M	+$7.2M	3	5.54%	Increased
1345	TCOT Trust Company of Toledo Holland, Ohio	$15.5M	-$886K	4	1.29%	Reduced
1346	WB Webster Bank Waterbury, Connecticut	$15.4M	-$296K	4	1.34%	Reduced
1347	TSW Three Seasons Wealth Salt Lake City, Utah	$15.4M	-$5.34M	3	1.4%	Reduced
1348	GAMCO Investors Greenwich, Connecticut	$15.4M	+$9.16M	3	0.14%	Increased
1349	CSB City State Bank Norwalk, Iowa	$15.4M	-$812K	3	3.52%	Reduced
1350	AAM Azzad Asset Management Falls Church, Virginia	$15.3M	+$454K	4	1.36%	Increased