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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
1976	CCG Ceeto Capital Group Coral Gables, Florida	$5.95M	+$1.36M	2	1.61%	Increased
1977	CPA Capital Performance Advisors Walnut Creek, California	$5.93M	-$3.72M	3	0.38%	Reduced
1978	PPA Pilgrim Partners Asia Singapore	$5.92M	-$70.5K	2	2.53%	Reduced
1979	WF WinCap Financial Boston, Massachusetts	$5.91M	+$113K	2	3.19%	Increased
1980	Swiss Re Zurich, Switzerland	$5.91M	+$3.41M	3	0.54%	Increased
1981	Symmetry Investments St Helier, Jersey	$5.9M	-$298K	3	0.4%	Reduced
1982	PFG Prosperity Financial Group San Ramon, California	$5.9M	-$2.06M	3	1.83%	Reduced
1983	BCM BluePath Capital Management Atlanta, Georgia	$5.86M	-$196K	1	3.21%	Reduced
1984	Polymer Capital Management New York	$5.86M	-$11.3M	4	0.78%	Reduced
1985	SIP Snowwater Investment Partners Fairfield, Connecticut	$5.86M	-$226K	2	4.05%	Reduced
1986	Eagle Global Advisors Houston, Texas	$5.86M	+$478K	2	0.19%	Increased
1987	HCM Harvey Capital Management Palm Beach, Florida	$5.86M	-$3.45M	1	1.2%	Reduced
1988	MTC McDaniel Terry & Co Austin, Texas	$5.85M	$0	1	0.46%	Maintained
1989	Stansberry Asset Management Westlake, Texas	$5.85M	+$3.8M	1	0.54%	New
1990	KWS Keystone Wealth Services Palm Desert, California	$5.83M	+$502K	3	1.08%	Increased
1991	BWM Braeburn Wealth Management Muskegon, Michigan	$5.8M	+$2.94M	3	2.49%	Increased
1992	Perennial Advisors New York	$5.79M	+$27.1K	2	0.89%	Increased
1993	CA COFG Advisors Oak Brook, Illinois	$5.79M	-$428K	2	1%	Reduced
1994	Evercore Wealth Management New York	$5.78M	-$395K	2	0.08%	Reduced
1995	Shepherd Financial Partners Winchester, Massachusetts	$5.76M	-$25.8K	2	0.47%	Reduced
1996	IIL Income Insurance Ltd Singapore,	$5.76M	+$60K	2	3.43%	Increased
1997	Altshuler Shaham Tel Aviv, Israel	$5.75M	-$10M	5	0.07%	Reduced
1998	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$5.75M	-$501K	1	3.46%	Reduced
1999	MCA McGuire Capital Advisors Bethany, Oklahoma	$5.73M	-$996K	3	3.13%	Reduced
2000	Fayez Sarofim & Co Houston, Texas	$5.73M	-$238K	2	0.01%	Reduced