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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	WA WFG Advisors Dallas, Texas	$363K	+$199K	2	0.1%	Increased
652	Allstate Corporation Northbrook, Illinois	$360K	+$344K	1	0.02%	New
653	O'Shaughnessy Asset Management Stamford, Connecticut	$357K	+$1.48K	1	0.01%	Increased
654	Focused Wealth Management Newburgh, New York	$353K	+$270K	2	0.16%	Increased
655	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$349K	+$8.1K	1	0.33%	Increased
656	MHP Manatuck Hill Partners Westport, Connecticut	$344K	+$284K	1	0.15%	New
657	AC Amici Capital New York	$337K	$0	1	0.06%	Maintained
658	MSI Financial Services Springfield, Massachusetts	$337K	+$4.19K	4	0.01%	Increased
659	KM Kalos Management Alpharetta, Georgia	$332K	+$317K	1	0.26%	New
660	SC SRB Corp Boston, Massachusetts	$327K	-$12.1K	2	0.05%	Reduced
661	GW & Wade Wellesley, Massachusetts	$325K	+$22.8K	1	0.06%	Increased
662	Dowling & Yahnke San Diego, California	$324K	+$68.1K	1	0.04%	Increased
663	Wedbush Securities Los Angeles, California	$324K	-$133K	1	0.05%	Reduced
664	KCM Investment Advisors Greenbrae, California	$323K	-$51.7K	1	0.02%	Reduced
665	Sterling Capital Management Charlotte, North Carolina	$323K	$0	1	0%	Maintained
666	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$308K	+$125K	1	0.1%	Increased
667	CMT Capital Markets Trading Frankfurt, Germany	$304K	+$251K	1	0.04%	New
668	Everence Capital Management Goshen, Indiana	$301K	+$131K	1	0.09%	Increased
669	Handelsbanken Fonder Stockholm, Sweden	$301K	$0	1	0.01%	Maintained
670	TC TradeLink Capital Chicago, Illinois	$297K	-$5.54K	1	1.41%	Reduced
671	OIA Optimum Investment Advisors Chicago, Illinois	$294K	+$48.2K	1	0.11%	Increased
672	Meeder Asset Management Dublin, Ohio	$293K	-$90.1K	1	0.03%	Reduced
673	Smithfield Trust Pittsburgh, Pennsylvania	$290K	-$22.3K	1	0.05%	Reduced
674	Twin Tree Management Dallas, Texas	$288K	+$275K	1	0%	New
675	Global Endowment Management Charlotte, North Carolina	$286K	$0	1	0.06%	Maintained