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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
1526	PWG Portside Wealth Group Provo, Utah	$11.7M	+$1.87M	4	1.36%	Increased
1527	RFA Register Financial Advisors Atlanta, Georgia	$11.6M	-$68.9K	2	3.57%	Reduced
1528	SB Strategic Blueprint Atlanta, Georgia	$11.6M	+$3.62M	4	0.58%	Increased
1529	CB Community Bank Dewitt, New York	$11.6M	-$466K	3	1.25%	Reduced
1530	MIRAE ASSET SECURITIES (USA) INC. New York	$11.6M	-$30.2M	1	0.32%	Reduced
1531	AlTi Global New York	$11.6M	-$987K	3	0.24%	Reduced
1532	CC Clearline Capital New York	$11.5M	-$80.5M	1	0.69%	Reduced
1533	PC Panoramic Capital Larkspur, California	$11.5M	+$7.5M	1	4.97%	New
1534	SC Styrax Capital New York	$11.5M	+$7.5M	1	0.76%	New
1535	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$11.4M	-$1.07M	3	1.67%	Reduced
1536	LJAC L.J. Altfest & Co New York	$11.4M	+$2.7M	3	1.11%	Increased
1537	SBFM S-Bank Fund Management Helsinki, Finland	$11.4M	-$9.11M	1	1.55%	Reduced
1538	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11.4M	+$1.59M	2	1.96%	Increased
1539	WAM Weatherly Asset Management Del Mar, California	$11.3M	-$432K	3	0.81%	Reduced
1540	HIC Holderness Investments Company Greensboro, North Carolina	$11.3M	-$270K	2	1.89%	Reduced
1541	OL Optas LLC Austin, Texas	$11.2M	-$417K	3	1.58%	Reduced
1542	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$11.2M	+$1.51M	2	4.5%	Increased
1543	PAA Peregrine Asset Advisers Portland, Oregon	$11.2M	+$2.02M	2	2.44%	Increased
1544	IAN Integrated Advisors Network Dallas, Texas	$11.2M	-$3.55M	3	0.52%	Reduced
1545	Hantz Financial Services Southfield, Michigan	$11.2M	+$2.14M	3	0.15%	Increased
1546	PGAM Princeton Global Asset Management Princeton, New Jersey	$11.2M	-$2.9M	3	1.6%	Reduced
1547	SIA Strategic Investment Advisors Farmington Hills, Michigan	$11.2M	+$313K	3	0.68%	Increased
1548	Thompson Siegel & Walmsley Richmond, Virginia	$11.2M	+$2.14M	2	0.2%	Increased
1549	CFM Compass Financial Management Tampa, Florida	$11.1M	+$7.98M	5	1.34%	New
1550	BP Broadleaf Partners Hudson, Ohio	$11.1M	+$7.22M	1	2.15%	New