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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
551	MAM Mizuho Asset Management Tokyo, Japan	$45K	+$39.3K	2	0.01%	New
552	Eagle Global Advisors Houston, Texas	$44K	+$32.6K	1	0%	New
553	IRS Invictus RG (Singapore) Singapore	$44K	+$45.4K	1	0.05%	New
554	CHAM Clear Harbor Asset Management Stamford, Connecticut	$37K	+$27.9K	1	0.01%	New
555	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$36K	+$27.9K	1	0.01%	New
556	RA Rational Advisors Huntington, New York	$35K	+$32.5K	2	0%	New
557	CA CapWealth Advisors Franklin, Tennessee	$33K	+$25.5K	1	0.01%	New
558	Stephens Inc Little Rock, Arkansas	$33K	+$33.1K	1	0%	New
559	Wolverine Asset Management Chicago, Illinois	$31K	+$31.7K	1	0%	New
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30K	+$31.1K	1	0%	New
561	OCM Osterweis Capital Management San Francisco, California	$29K	+$22.2K	1	0%	New
562	Rockefeller Financial Services New York	$29K	+$29.4K	1	0%	New
563	HR Howe & Rusling Rochester, New York	$28K	+$25.6K	2	0.01%	New
564	First Manhattan New York	$25K	+$23K	1	0%	New
565	PTC Private Trust Company Cleveland, Ohio	$25K	+$23.2K	2	0.01%	New
566	Pathstone Family Office Englewood, New Jersey	$21K	+$16.6K	1	0.02%	New
567	FineMark National Bank & Trust Fort Myers, Florida	$19K	+$16.8K	2	0.01%	New
568	Bessemer Group Woodbridge, New Jersey	$18K	+$17K	2	0%	New
569	MIC MU Investments Company Tokyo, Japan	$18K	+$18.1K	1	0.01%	New
570	FHB First Hawaiian Bank Honolulu, Hawaii	$17K	+$16.5K	2	0%	New
571	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$15K	+$15.2K	1	0%	New
572	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15K	+$15.6K	1	0.01%	New
573	WA WealthTrust-Arizona Scottsdale, Arizona	$14K	+$11.2K	1	0.02%	New
574	BPBT Boston Private Bank & Trust Boston, Massachusetts	$13K	+$10K	1	0%	New
575	MSI Financial Services Springfield, Massachusetts	$12K	+$10.8K	3	0%	New