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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
1401	SAM Secure Asset Management Troy, Michigan	$14.3M	-$210K	2	2%	Reduced
1402	MC Mirabaud & Cie Geneva, Switzerland	$14.2M	-$675K	1	5.7%	Reduced
1403	OWA Octavia Wealth Advisors Cincinnati, Ohio	$14.2M	-$302K	2	1.22%	Reduced
1404	ALPS Advisors Denver, Colorado	$14.2M	+$3.2M	4	0.07%	Increased
1405	CFP Catalyst Financial Partners Boston, Massachusetts	$14.1M	+$519K	3	1.4%	Increased
1406	TCM Tran Capital Management San Rafael, California	$14.1M	+$9.16M	1	1.62%	New
1407	PA PFG Advisors Phoenix, Arizona	$14.1M	+$964K	4	0.71%	Increased
1408	DGM Delta Global Management New York	$14.1M	-$31.4M	1	1.53%	Reduced
1409	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$14.1M	+$55K	2	3.43%	Increased
1410	FIC FCG Investment Company Germantown, Tennessee	$14M	+$1.01M	3	4.85%	Increased
1411	DF Dent & Co Baltimore, Maryland	$14M	+$376K	2	0.27%	Increased
1412	Central Trust Company Jefferson City, Missouri	$14M	+$186K	3	0.25%	Increased
1413	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$14M	-$492K	3	3.59%	Reduced
1414	HCM HMS Capital Management Nashville, Tennessee	$14M	-$1.21M	1	5.23%	Reduced
1415	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$14M	-$3.22M	3	0.16%	Reduced
1416	AWM Accurate Wealth Management Wesley Chapel, Florida	$14M	+$3.84M	3	1.33%	Increased
1417	CFG Cooper Financial Group Irvine, California	$13.9M	+$1.2M	3	1.16%	Increased
1418	AWA Alta Wealth Advisors Woburn, Massachusetts	$13.9M	+$247K	3	3.78%	Increased
1419	NFGCM Norman Fields Gottscho Capital Management New York	$13.9M	-$276K	1	4.22%	Reduced
1420	CWIG Chung Wu Investment Group Sugar Land, Texas	$13.9M	+$1.09M	3	9.15%	Increased
1421	MAG Members Advisory Group Williamsville, New York	$13.9M	+$9.82M	1	3.89%	New
1422	Seizert Capital Partners Birmingham, Michigan	$13.9M	-$1.37M	1	0.57%	Reduced
1423	Daymark Wealth Partners Cincinnati, Ohio	$13.9M	+$3.44M	3	0.34%	Increased
1424	CCM Cobalt Capital Management Short Hills, New Jersey	$13.9M	-$13.5M	1	9.86%	Reduced
1425	MP Maestria Partners Atlanta, Georgia	$13.9M	+$9M	1	4.82%	New