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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
1501	TC Truvestments Capital Sarasota, Florida	$12.3M	+$271K	6	1.82%	Increased
1502	WAM Werlinich Asset Management Stamford, Connecticut	$12.2M	-$63.7K	1	4.68%	Reduced
1503	LA LVW Advisors Pittsford, New York	$12.2M	+$715K	2	1.06%	Increased
1504	PPWP Premier Path Wealth Partners Madison, New Jersey	$12.2M	+$956K	3	1.4%	Increased
1505	WA Waddell & Associates Memphis, Tennessee	$12.2M	-$569K	3	0.6%	Reduced
1506	Bartlett & Co Wealth Management Cincinnati, Ohio	$12.2M	+$586K	4	0.15%	Increased
1507	CP Cumberland Partners Toronto, Ontario, Canada	$12.1M	-$805K	2	0.79%	Reduced
1508	KCM KRS Capital Management Bloomfield, Michigan	$12.1M	-$667K	2	5.63%	Reduced
1509	RAM Robocap Asset Management London, United Kingdom	$12.1M	-$813K	1	9.74%	Reduced
1510	Inspire Investing Meridian, Idaho	$12.1M	+$7.18M	4	0.5%	Increased
1511	SP SWS Partners Columbus, Ohio	$12.1M	+$207K	1	2.6%	Increased
1512	KIG Kennedy Investment Group West Depford, New Jersey	$12M	+$667K	1	4.08%	Increased
1513	SBI Okasan Asset Management Tokyo, Japan	$12M	-$2.61M	3	0.39%	Reduced
1514	AFM Anson Funds Management Dallas, Texas	$12M	+$2.08M	2	0.71%	Increased
1515	MFG Midwest Financial Group Overland Park, Kansas	$12M	-$8.61M	3	4.19%	Reduced
1516	SM Selkirk Management Chatham, New Jersey	$11.9M	+$7.75M	3	3.72%	New
1517	AC AXQ Capital Jersey City, New Jersey	$11.9M	-$8.27M	3	1.3%	Reduced
1518	KF KKM Financial Chicago, Illinois	$11.9M	-$27.6M	1	1.64%	Reduced
1519	ArrowMark Colorado Holdings Denver, Colorado	$11.9M	-$22.4M	1	0.49%	Reduced
1520	DCA DSG Capital Advisors Edina, Minnesota	$11.8M	-$433K	2	1.68%	Reduced
1521	WC Waterloo Capital Austin, Texas	$11.8M	+$1.88M	3	0.66%	Increased
1522	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$11.8M	-$1.11M	2	1.59%	Reduced
1523	BA Bellwether Advisors Lincoln, Nebraska	$11.7M	+$3.97M	3	1.74%	Increased
1524	SCM Sitrin Capital Management Century City, California	$11.7M	-$5.32M	1	5.19%	Reduced
1525	EGA E&G Advisors Houston, Texas	$11.7M	+$108K	2	2.26%	Increased