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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
1376	GH GAM Holding Zurich, Switzerland	$14.8M	+$5.45M	1	1.14%	Increased
1377	IG Ithaka Group Arlington, Virginia	$14.8M	+$10.4M	1	2.68%	New
1378	AIP Arrowpoint Investment Partners Singapore	$14.8M	+$9.98M	4	3.22%	New
1379	SA Spear Advisors East Hampton, New York	$14.7M	+$586K	1	5.03%	Increased
1380	AIP Almanack Investment Partners Wayne, Pennsylvania	$14.6M	+$10M	3	1.86%	New
1381	WFC Western Financial Corp San Diego, California	$14.6M	-$2.26M	2	4.28%	Reduced
1382	BCM Barometer Capital Management Toronto, Ontario, Canada	$14.6M	+$10M	1	4.06%	Increased
1383	FBFS First Business Financial Services Madison, Wisconsin	$14.6M	+$819K	2	1.13%	Increased
1384	Donaldson Capital Management Evansville, Indiana	$14.6M	-$6.77M	2	0.42%	Reduced
1385	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$14.5M	-$8.63M	3	0.94%	Reduced
1386	CP Cornerstone Planning Charlotte, North Carolina	$14.5M	-$187K	2	3.35%	Reduced
1387	JB Capital Wethersfield, Connecticut	$14.5M	-$9.72M	2	0.5%	Reduced
1388	VWA Visionary Wealth Advisors O'fallon, Illinois	$14.5M	+$2.01M	3	0.57%	Increased
1389	KNW Kesler Norman & Wride Ogden, Utah	$14.5M	+$2.04M	3	2.29%	Increased
1390	BIG Brookwood Investment Group Phoenix, Arizona	$14.5M	-$1.32M	3	1.63%	Reduced
1391	OCM Ogborne Capital Management San Francisco, California	$14.4M	+$9.37M	1	5.03%	New
1392	RiverFront Investment Group Richmond, Virginia	$14.4M	+$2.54M	3	0.19%	Increased
1393	BFS Burr Financial Services Pleasant Hill, California	$14.4M	+$2.05M	2	8.91%	Increased
1394	FM Family Management New York	$14.3M	+$7.53M	4	1.47%	Increased
1395	PDL Portfolio Design Labs Encino, California	$14.3M	+$2.32M	2	2.35%	Increased
1396	MA Mezzasalma Advisors Tinton Falls, New Jersey	$14.3M	+$3.89M	2	2.87%	Increased
1397	CCM Consolidated Capital Management Burbank, California	$14.3M	-$33.7K	1	3.82%	Reduced
1398	TCA Transcend Capital Advisors Madison, New Jersey	$14.3M	-$634K	3	0.96%	Reduced
1399	MA MONECO Advisors Fairfield, Connecticut	$14.3M	+$518K	2	0.87%	Increased
1400	CM Cercano Management Bellevue, Washington	$14.3M	-$12.1M	2	1.91%	Reduced