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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
1451	XWL XXI Wealth LLC Chicago, Illinois	$13.3M	+$390K	3	6.12%	Increased
1452	GSWM Golden State Wealth Management Santa Ana, California	$13.3M	+$367K	3	1.21%	Increased
1453	HighPoint Advisor Group Downers Grove, Illinois	$13.3M	+$136K	3	0.47%	Increased
1454	EI EAM Investors Solana Beach, California	$13.3M	-$5.33M	2	1.18%	Reduced
1455	MIC Maxi Investments CY Limassol, Cyprus	$13.3M	+$6.75M	1	2.69%	Increased
1456	SIC Schwartz Investment Counsel Plymouth, Michigan	$13.3M	-$41.7M	1	0.44%	Reduced
1457	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$13.3M	+$736K	2	0.89%	Increased
1458	Kestra Investment Management Austin, Texas	$13.3M	-$8.01M	3	0.26%	Reduced
1459	Commerzbank Aktiengesellschaft Frankfurt, Germany	$13.3M	-$1.93M	3	0.26%	Reduced
1460	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$13.3M	+$71.5K	3	1.43%	Increased
1461	EW Elyxium Wealth San Mateo, California	$13.2M	+$2.61M	3	1.39%	Increased
1462	WMA West Michigan Advisors Holland, Michigan	$13.2M	+$3.63M	3	2.51%	Increased
1463	EPI Eddie Patel Inc Chicago, Illinois	$13.2M	+$230K	3	7.88%	Increased
1464	PA Probity Advisors Dallas, Texas	$13.2M	-$1.93M	2	1.88%	Reduced
1465	Kornitzer Capital Management Shawnee Mission, Kansas	$13.1M	+$7.69M	5	0.27%	Increased
1466	WBC West Branch Capital Amherst, Massachusetts	$13.1M	+$2.23M	2	3.05%	Increased
1467	71 West Capital Partners Boston, Massachusetts	$13.1M	+$3.47M	3	0.45%	Increased
1468	Dynamic Advisor Solutions Phoenix, Arizona	$13.1M	-$732K	4	0.37%	Reduced
1469	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$13.1M	+$23.9K	2	3.43%	Increased
1470	IFG Advisory Atlanta, Georgia	$13.1M	+$8.51M	3	0.46%	Increased
1471	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$13M	-$1.18M	3	2.54%	Reduced
1472	SIM Seaview Investment Managers Miami, Florida	$13M	-$7.09M	3	3.87%	Reduced
1473	PCM Park Capital Management Madison, Wisconsin	$13M	+$8.4M	3	7.63%	New
1474	TFA Transamerica Financial Advisors St. Petersburg, Florida	$12.9M	+$6.72M	6	1.1%	Increased
1475	PP PDS Planning Dublin, Ohio	$12.9M	-$418K	3	0.75%	Reduced