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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
576	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$56K	+$53.8K	1	0.03%	New
577	MAM Mizuho Asset Management Tokyo, Japan	$54K	$0	2	0.01%	Maintained
578	NC NewSquare Capital Newtown Square, Pennsylvania	$52K	$0	1	0.03%	Maintained
579	NYLT New York Life Trust New York	$49K	-$93.1K	2	0.25%	Reduced
580	Catalyst Capital Advisors Huntington, New York	$42K	+$41.2K	1	0.02%	New
581	RA Rational Advisors Huntington, New York	$41K	$0	2	0%	Maintained
582	CA CapWealth Advisors Franklin, Tennessee	$40K	$0	1	0.01%	Maintained
583	Stephens Inc Little Rock, Arkansas	$38K	$0	1	0%	Maintained
584	First Manhattan New York	$36K	$0	1	0%	Maintained
585	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$35K	-$7.54K	1	0.01%	Reduced
586	Wolverine Asset Management Chicago, Illinois	$35K	$0	1	0%	Maintained
587	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$34K	-$1.37K	1	0%	Reduced
588	Rockefeller Financial Services New York	$33K	$0	1	0%	Maintained
589	HR Howe & Rusling Rochester, New York	$30K	+$147	2	0.01%	Increased
590	Bessemer Group Woodbridge, New Jersey	$27K	+$4.74K	2	0%	Increased
591	PTC Private Trust Company Cleveland, Ohio	$27K	-$1.63K	2	0.01%	Reduced
592	MIC MU Investments Company Tokyo, Japan	$20K	$0	1	0.01%	Maintained
593	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$18K	$0	1	0.01%	Maintained
594	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$17K	$0	1	0.01%	Maintained
595	BPBT Boston Private Bank & Trust Boston, Massachusetts	$16K	$0	1	0%	Maintained
596	Carson Wealth (CWM LLC) Omaha, Nebraska	$15K	+$14.3K	1	0%	New
597	Brown Brothers Harriman & Co New York	$14K	+$8.48K	2	0%	Increased
598	MSI Financial Services Springfield, Massachusetts	$12K	-$1.29K	3	0%	Reduced
599	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10K	+$870	2	0.01%	Increased
600	SNT Security National Trust Wheeling, West Virginia	$9K	+$3.23K	1	0%	Increased