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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	AP Advisor Partners Walnut Creek, California	$331K	$0	1	0.13%	Maintained
677	Baker Avenue Asset Management San Francisco, California	$325K	+$314K	1	0.04%	New
678	BCM Bourgeon Capital Management Darien, Connecticut	$324K	-$440K	1	0.2%	Reduced
679	Advisory Services Network Atlanta, Georgia	$322K	+$27.9K	2	0.1%	Increased
680	PCM Prelude Capital Management New York	$317K	-$564K	2	0.04%	Reduced
681	Stephens Inc Little Rock, Arkansas	$311K	-$28.3K	1	0.01%	Reduced
682	HH Hilltop Holdings Dallas, Texas	$305K	-$58.7K	1	0.08%	Reduced
683	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$304K	-$209K	1	0.08%	Reduced
684	Hillsdale Investment Management Toronto, Ontario, Canada	$301K	-$51.7K	1	0.09%	Reduced
685	Caprock Group Boise, Idaho	$296K	-$20.6K	1	0.27%	Reduced
686	MAM Mizuho Asset Management Tokyo, Japan	$295K	+$79.5K	2	0.07%	Increased
687	FUBT First United Bank & Trust Oakland, Maryland	$294K	+$4.93K	1	0.27%	Increased
688	United Capital Financial Advisors Irving, Texas	$294K	-$3.96M	1	0%	Reduced
689	HR Howe & Rusling Rochester, New York	$293K	-$4.9M	2	0.06%	Reduced
690	CCM Compton Capital Management Providence, Rhode Island	$288K	+$13.3K	1	0.16%	Increased
691	Huntington National Bank Columbus, Ohio	$287K	+$111K	2	0.01%	Increased
692	EEG E.E. Geduld	$285K	+$275K	1	0.18%	New
693	FHC First Heartland Consultants Lake St. Louis, Missouri	$278K	-$9.2K	1	0.08%	Reduced
694	BII Bainco International Investors Boston, Massachusetts	$275K	$0	1	0.06%	Maintained
695	BCM Bluefin Capital Management New York	$274K	-$7.05M	1	0.02%	Reduced
696	Evercore Wealth Management New York	$273K	-$1.33K	2	0.01%	Reduced
697	MHS M Holdings Securities Portland, Oregon	$273K	+$106K	1	0.18%	Increased
698	ANRIA American National Registered Investment Advisor Galveston, Texas	$268K	$0	1	0.13%	Maintained
699	PNAA Pictet North America Advisors Geneva 73, Switzerland	$263K	-$186K	1	0.09%	Reduced
700	WSCM Wellington Shields Capital Management New York	$260K	+$368K	1	0.04%	New