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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	United Capital Financial Advisors Irving, Texas	$1.63M	-$122K	1	0.02%	Reduced
552	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.62M	-$257K	1	0.43%	Reduced
553	Avantax Planning Partners Dubuque, Iowa	$1.62M	+$1.38M	1	0.17%	New
554	SC Scholtz & Company Stamford, Connecticut	$1.61M	+$1.38M	1	1.4%	New
555	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.6M	-$2.23M	3	0.02%	Reduced
556	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.56M	-$364K	2	0.26%	Reduced
557	EMG Ellington Management Group Old Greenwich, Connecticut	$1.55M	+$1.17M	2	0.24%	Increased
558	FG Formula Growth Montreal, Quebec, Canada	$1.53M	$0	1	0.36%	Maintained
559	IAM ICM Asset Management Spokane, Washington	$1.53M	-$1.02M	1	2.15%	Reduced
560	FA FDx Advisors Chicago, Illinois	$1.53M	+$35.5K	1	0.04%	Increased
561	MM Midas Management New York	$1.48M	$0	1	0.7%	Maintained
562	Private Advisor Group Morristown, New Jersey	$1.48M	+$647K	2	0.05%	Increased
563	CI Cigna Investments Bloomfield, Connecticut	$1.47M	+$1.32M	2	0.16%	New
564	Brown Advisory Baltimore, Maryland	$1.44M	-$53.4K	2	0.01%	Reduced
565	OIM Orca Investment Management Roseburg, Oregon	$1.44M	+$1.23M	1	1.4%	New
566	ACM Ativo Capital Management Chicago, Illinois	$1.43M	-$132K	1	0.34%	Reduced
567	FIM Freedom Investment Management Hartford, Connecticut	$1.42M	-$146K	1	0.09%	Reduced
568	SSG Summit Securities Group New York	$1.4M	+$1.35M	1	0.31%	New
569	Harris Associates Chicago, Illinois	$1.4M	-$11.4M	1	0%	Reduced
570	Advisor Group Phoenix, Arizona	$1.39M	+$122K	4	0.03%	Increased
571	HCM HMS Capital Management Nashville, Tennessee	$1.39M	+$58.1K	1	1.45%	Increased
572	OA Oak Associates Akron, Ohio	$1.37M	$0	1	0.14%	Maintained
573	GIM Greylin Investment Management Orange, Virginia	$1.36M	-$155K	1	0.33%	Reduced
574	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.35M	+$256K	3	0.1%	Increased
575	FWSM First Wilshire Securities Management Pasadena, California	$1.33M	-$7.86K	1	0.38%	Reduced