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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	Envestnet Asset Management Chicago, Illinois	$389K	-$8.86K	3	0%	Reduced
677	MUFG Securities EMEA London, United Kingdom	$386K	+$130K	2	0.06%	Increased
678	BB&T Securities Richmond, Virginia	$383K	+$141K	1	0.01%	Increased
679	Dana Investment Advisors Waukesha, Wisconsin	$383K	+$26.5K	1	0.02%	Increased
680	JMH J.M. Hartwell New York	$377K	+$356K	1	0.09%	New
681	PCM Piermont Capital Management St. Louis, Missouri	$377K	+$170K	1	0.15%	Increased
682	Stephens Inc Little Rock, Arkansas	$373K	+$303K	2	0.02%	Increased
683	CCA Checchi Capital Advisers Beverly Hills, California	$364K	+$43.4K	1	0.15%	Increased
684	BFG Beacon Financial Group Dallas, Texas	$363K	+$345K	1	0.08%	New
685	DCM DLS Capital Management Bannockburn, Illinois	$359K	-$486K	1	2.79%	Reduced
686	NL NWAM LLC Mercer Island, Washington	$349K	+$41.9K	1	0.12%	Increased
687	WPP Whalerock Point Partners Providence, Rhode Island	$349K	+$32.4K	1	0.16%	Increased
688	CPP Crow Point Partners Boston, Massachusetts	$348K	+$329K	1	0.05%	New
689	SEC Seven Eight Capital New York	$347K	+$328K	1	0.27%	New
690	GIS Guardian Investor Services New York	$346K	-$13.9K	2	0.28%	Reduced
691	Gofen & Glossberg Chicago, Illinois	$343K	$0	1	0.02%	Maintained
692	Raymond James Trust St. Petersburg, Florida	$336K	+$45.2K	1	0.04%	Increased
693	Bessemer Group Woodbridge, New Jersey	$333K	+$138K	2	0%	Increased
694	Jacobs Levy Equity Management Florham Park, New Jersey	$328K	-$347K	1	0.01%	Reduced
695	BGA Belmont Global Advisors Dallas, Texas	$322K	-$253K	1	0.25%	Reduced
696	CPA Cowen Prime Advisors New York	$313K	$0	1	0.14%	Maintained
697	LPT Legacy Private Trust Neenah, Wisconsin	$310K	+$296K	1	0.05%	New
698	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$310K	+$133K	2	0.09%	Increased
699	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$309K	-$40.4K	1	0.01%	Reduced
700	Avior Wealth Management Omaha, Nebraska	$308K	$0	1	0.26%	Maintained