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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
676	PTC Private Trust Company Cleveland, Ohio	$65K	+$20.7K	2	0.02%	Increased
677	MCM Mazama Capital Management Portland, Oregon	$64K	-$1.24M	1	0.06%	Reduced
678	Wealthfront Palo Alto, California	$55K	+$53.2K	2	0.01%	New
679	MSI Financial Services Springfield, Massachusetts	$51K	+$37.3K	2	0.01%	Increased
680	First Manhattan New York	$47K	-$1.78K	1	0%	Reduced
681	TCM Tradewinds Capital Management Bellingham, Washington	$44K	-$35.4K	2	0.04%	Reduced
682	MUFG Americas New York	$42K	-$1K	1	0%	Reduced
683	AW Alpha Windward Westwood, Massachusetts	$41K	-$459K	1	0.03%	Reduced
684	Stephens Inc Little Rock, Arkansas	$38K	+$4.04K	1	0%	Increased
685	NES New England Securities New York	$37K	+$36.8K	1	0.01%	New
686	RNS Robert N. Shapiro	$36K	+$28.1K	1	0.01%	Increased
687	Rockefeller Financial Services New York	$36K	$0	1	0%	Maintained
688	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$35K	-$11.9K	1	0.01%	Reduced
689	ICM ICC Capital Management Orlando, Florida	$33K	+$33.3K	1	0%	New
690	GAM Gemmer Asset Management Walnut Creek, California	$30K	+$28.9K	2	0.02%	New
691	WA WealthTrust-Arizona Scottsdale, Arizona	$30K	$0	1	0.03%	Maintained
692	Bessemer Group Woodbridge, New Jersey	$25K	-$95.5K	2	0%	Reduced
693	DSC Duncker Streett & Co St. Louis, Missouri	$24K	+$23.8K	1	0.01%	New
694	MAS Madden Advisory Services Jacksonville, Florida	$24K	$0	1	0.01%	Maintained
695	MIC MU Investments Company Tokyo, Japan	$22K	$0	1	0.01%	Maintained
696	BPBT Boston Private Bank & Trust Boston, Massachusetts	$21K	-$6K	1	0%	Reduced
697	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$21K	+$9.94K	2	0.01%	Increased
698	LNB Ledyard National Bank	$21K	$0	2	0%	Maintained
699	PineBridge Investments New York	$17K	+$1.14K	1	0%	Increased
700	RFA Reilly Financial Advisors La Mesa, California	$17K	+$15.9K	1	0%	New