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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
651	WRM Westport Resources Management Westport, Connecticut	$92K	+$80.7K	2	0.03%	Increased
652	Hillsdale Investment Management Toronto, Ontario, Canada	$87K	+$84.2K	1	0.03%	New
653	Whittier Trust South Pasadena, California	$81K	$0	2	0%	Maintained
654	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$74K	+$71.1K	1	0.06%	New
655	TCM Tradewinds Capital Management Bellingham, Washington	$73K	+$65.7K	2	0.06%	New
656	WhitTier Trust Company Reno, Nevada	$69K	$0	1	0.01%	Maintained
657	MAM Mizuho Asset Management Tokyo, Japan	$63K	$0	2	0.01%	Maintained
658	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$62K	+$55.4K	1	0.01%	New
659	First Manhattan New York	$45K	$0	1	0%	Maintained
660	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$44K	$0	1	0.01%	Maintained
661	Private Trust Company Cleveland, Ohio	$43K	+$12K	2	0.02%	Increased
662	Rational Advisors Huntington, New York	$43K	-$2.71K	2	0%	Reduced
663	MUFG Americas New York	$40K	-$57.9K	2	0%	Reduced
664	Wolverine Asset Management Chicago, Illinois	$38K	$0	1	0%	Maintained
665	Rockefeller Financial Services New York	$35K	$0	1	0%	Maintained
666	Stephens Inc Little Rock, Arkansas	$34K	-$6.16K	1	0%	Reduced
667	Advisors Preferred Rockville, Maryland	$30K	+$27.4K	1	0.02%	New
668	WA WealthTrust-Arizona Scottsdale, Arizona	$28K	+$24.5K	1	0.03%	Increased
669	Walleye Trading New York	$27K	-$1.12M	1	0%	Reduced
670	Boston Private Bank & Trust Boston, Massachusetts	$26K	+$5.89K	2	0%	Increased
671	Carson Wealth (CWM LLC) Omaha, Nebraska	$22K	+$5.73K	1	0%	Increased
672	MAS Madden Advisory Services Jacksonville, Florida	$22K	+$19.4K	1	0.02%	New
673	MIC MU Investments Company Tokyo, Japan	$22K	$0	1	0.01%	Maintained
674	Ledyard National Bank	$20K	+$17.7K	2	0%	New
675	PineBridge Investments New York	$15K	-$8.09M	1	0%	Reduced