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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	WAM Weatherly Asset Management Del Mar, California	$236K	$0	1	0.08%	Maintained
652	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$234K	+$207K	1	0.05%	New
653	GIA Gargoyle Investment Advisor Englewood, New Jersey	$231K	$0	1	0.08%	Maintained
654	Hancock Whitney Gulfport, Mississippi	$229K	-$12.5K	1	0.01%	Reduced
655	Eastern Bank Boston, Massachusetts	$228K	-$7.51M	1	0.02%	Reduced
656	Cetera Advisor Networks El Segundo, California	$220K	$0	1	0.01%	Maintained
657	FVCM F&V Capital Management Boca Raton, Florida	$218K	+$86.6K	1	0.17%	Increased
658	BRA Blue Rock Advisors Wayzata, Minnesota	$217K	-$408K	1	2.67%	Reduced
659	DAM Delta Asset Management Memphis, Tennessee	$215K	$0	1	0.04%	Maintained
660	EGA E&G Advisors Houston, Texas	$215K	-$72.7K	1	0.14%	Reduced
661	Huntington National Bank Columbus, Ohio	$212K	-$43.3K	2	0.01%	Reduced
662	Ancora Advisors Cleveland, Ohio	$209K	+$223K	1	0.03%	New
663	Cetera Advisors Denver, Colorado	$207K	-$133K	1	0.02%	Reduced
664	SWA Sutton Wealth Advisors Tampa, Florida	$199K	+$176K	3	0.19%	New
665	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$195K	$0	2	0.17%	Maintained
666	HH Hilltop Holdings Dallas, Texas	$193K	$0	1	0.06%	Maintained
667	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$186K	-$545K	2	0%	Reduced
668	DY Dowling & Yahnke San Diego, California	$184K	-$13.5K	1	0.02%	Reduced
669	MPAM Monarch Partners Asset Management Boston, Massachusetts	$184K	$0	1	0.02%	Maintained
670	GCA Greenwood Capital Associates Greenwood, South Carolina	$178K	+$190K	1	0.06%	New
671	WC Whitney & Co Rochester, New York	$175K	-$21.2K	1	0.08%	Reduced
672	IFS Ifrah Financial Services Little Rock, Arkansas	$169K	-$1.93K	1	0.07%	Reduced
673	PAM PartnerRe Asset Management Greenwich, Connecticut	$162K	-$3.35K	2	0.08%	Reduced
674	UR USCA RIA Houston, Texas	$162K	+$26.9K	1	0.03%	Increased
675	VF Virtu Financial New York	$161K	+$172K	1	0.02%	New