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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	Stratos Wealth Partners Beachwood, Ohio	$407K	+$393K	1	0.05%	New
652	CIC Cornercap Investment Counsel Atlanta, Georgia	$404K	+$390K	1	0.07%	New
653	Cowen Inc New York	$402K	$0	1	0.02%	Maintained
654	Natixis Investment Managers International Paris, France	$399K	+$234K	1	0.05%	Increased
655	Wedbush Securities Los Angeles, California	$399K	+$8.69K	1	0.07%	Increased
656	Guardian Capital (Canada) Toronto, Ontario, Canada	$390K	+$48.9K	1	0.01%	Increased
657	HCM Herndon Capital Management Atlanta, Georgia	$387K	-$194K	1	0.01%	Reduced
658	AGA Accuvest Global Advisors Provo, Utah	$379K	$0	1	0.14%	Maintained
659	PSI Pinnacle Summer Investments Fairfax, Virginia	$379K	+$171K	2	0.08%	Increased
660	R.H. Bluestein & Co Birmingham, Michigan	$377K	+$533K	1	0.02%	New
661	IFS Ifrah Financial Services Little Rock, Arkansas	$375K	+$214K	1	0.14%	Increased
662	Tower Research Capital (TRC) New York	$375K	+$329K	3	0.03%	Increased
663	Scotia Capital Toronto, Ontario, Canada	$374K	-$13K	1	0.01%	Reduced
664	CPA Cowen Prime Advisors New York	$373K	-$42K	1	0.15%	Reduced
665	LA Lucus Advisors New York	$368K	+$46.3K	1	0.18%	Increased
666	Algert Global San Francisco, California	$367K	-$257K	2	0.2%	Reduced
667	Brinker Capital Investments Berwyn, Pennsylvania	$362K	+$350K	1	0.01%	New
668	ALPS Advisors Denver, Colorado	$360K	+$7.89K	1	0%	Increased
669	CIBC Private Wealth Group Atlanta, Georgia	$359K	-$7.46K	1	0%	Reduced
670	Old Mutual Customised Solutions Pinelands, South Africa	$350K	+$70.7K	2	0.08%	Increased
671	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$347K	+$81.8K	3	0.01%	Increased
672	Pitcairn Conshohocken, Pennsylvania	$339K	+$55.2K	1	0.04%	Increased
673	CAM CMT Asset Management Chicago, Illinois	$338K	-$1.44M	1	0.02%	Reduced
674	Legacy Private Trust Neenah, Wisconsin	$338K	$0	1	0.05%	Maintained
675	CC Cognios Capital Leawood, Kansas	$335K	+$477K	1	0.19%	New