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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
626	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$743K	-$37.7K	1	0.08%	Reduced
627	TPWA TRUE Private Wealth Advisors Salem, Oregon	$742K	-$15.3K	1	0.24%	Reduced
628	Capstone Investment Advisors New York	$729K	+$506K	2	0.02%	Increased
629	GF Gerstein Fisher New York	$729K	$0	1	0.09%	Maintained
630	MIP Marietta Investment Partners Milwaukee, Wisconsin	$726K	+$419K	1	0.24%	Increased
631	First National Trust Hermitage, Pennsylvania	$716K	-$66.6K	1	0.11%	Reduced
632	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$695K	-$27.3K	1	0.52%	Reduced
633	CIBC World Markets New York	$687K	-$1.42M	2	0.01%	Reduced
634	CCM Cupps Capital Management Chicago, Illinois	$683K	+$634K	1	0.3%	New
635	Veritable Wilmington, Delaware	$683K	+$31.2K	2	0.02%	Increased
636	CAM Carret Asset Management New York	$672K	-$9.1K	1	0.13%	Reduced
637	SAM Symphony Asset Management San Francisco, California	$672K	+$577K	1	0.07%	New
638	BRA Blue Rock Advisors Wayzata, Minnesota	$670K	+$575K	1	1.49%	New
639	MCM Murphy Capital Management Bedminster, New Jersey	$662K	-$36.4K	1	0.1%	Reduced
640	GIPM G2 Investment Partners Management New York	$655K	+$608K	1	0.3%	New
641	First Allied Advisory Services San Diego, California	$649K	+$11.6K	1	0.03%	Increased
642	Private Advisor Group Morristown, New Jersey	$645K	+$347K	2	0.03%	Increased
643	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$640K	$0	1	0.08%	Maintained
644	Boothbay Fund Management New York	$633K	-$491K	2	0.14%	Reduced
645	I IberiaBank Lafayette, Louisiana	$625K	-$26.4K	1	0.27%	Reduced
646	AAP Ardsley Advisory Partners Stamford, Connecticut	$622K	+$534K	1	0.1%	New
647	C CFO4Life Coppell, Texas	$622K	-$14K	1	0.54%	Reduced
648	AssetMark Inc Concord, California	$618K	-$97.9K	1	0.01%	Reduced
649	Cetera Advisor Networks El Segundo, California	$615K	+$419K	2	0.02%	Increased
650	BFG Beacon Financial Group Dallas, Texas	$610K	-$43K	1	0.13%	Reduced