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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	MP Manifold Partners San Francisco, California	$213K	-$457K	1	0.2%	Reduced
677	ANRIA American National Registered Investment Advisor Galveston, Texas	$212K	-$688	1	0.11%	Reduced
678	Forvis Mazars Wealth Advisors Springfield, Missouri	$209K	+$234K	1	0.04%	New
679	Huntington National Bank Columbus, Ohio	$207K	-$26.4K	3	0.01%	Reduced
680	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$206K	$0	2	0.19%	Maintained
681	DLHL Donald L. Hagan LLC Sarasota, Florida	$206K	+$237K	1	0.19%	New
682	AP Advisor Partners Walnut Creek, California	$201K	+$20.7K	1	0.08%	Increased
683	MNBTD Moody National Bank Trust Division Galveston, Texas	$200K	$0	1	0.02%	Maintained
684	RAM Redmond Asset Management Henrico, Virginia	$195K	+$51.6K	1	0.1%	Increased
685	IRS Invictus RG (Singapore) Singapore	$192K	+$153K	1	0.18%	Increased
686	FineMark National Bank & Trust Fort Myers, Florida	$191K	-$572K	2	0.03%	Reduced
687	Cetera Advisor Networks El Segundo, California	$189K	-$52K	1	0.01%	Reduced
688	P Pitcairn Conshohocken, Pennsylvania	$187K	-$94.3K	1	0.02%	Reduced
689	Natixis Paris, France	$185K	-$22.4M	1	0%	Reduced
690	Catalyst Capital Advisors Huntington, New York	$182K	+$60.7K	1	0.02%	Increased
691	Waratah Capital Advisors Toronto, Ontario, Canada	$182K	+$209K	1	0.04%	New
692	PAIA Park Avenue Institutional Advisers New York	$176K	-$3.35K	2	0.16%	Reduced
693	People's United Financial Bridgeport, Connecticut	$176K	-$12.9K	2	0.01%	Reduced
694	Raymond James Trust St. Petersburg, Florida	$176K	+$9.82K	1	0.02%	Increased
695	HighPoint Advisor Group Downers Grove, Illinois	$175K	-$69	1	0.19%	Reduced
696	Sigma Planning Corp Ann Arbor, Michigan	$175K	-$9.03K	1	0.03%	Reduced
697	MPAM Monarch Partners Asset Management Boston, Massachusetts	$172K	+$73.7K	1	0.02%	Increased
698	DAM Delta Asset Management Memphis, Tennessee	$170K	$0	1	0.03%	Maintained
699	CCA Checchi Capital Advisers Beverly Hills, California	$167K	-$21.1K	1	0.05%	Reduced
700	Wedbush Securities Los Angeles, California	$166K	-$173K	1	0.03%	Reduced