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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	WIC Water Island Capital New York	$160K	-$3.02K	1	0.01%	Reduced
677	WTB Washington Trust Bank Spokane, Washington	$159K	+$32.1K	2	0.04%	Increased
678	Brookstone Capital Management Wheaton, Illinois	$158K	$0	1	0.02%	Maintained
679	DLHL Donald L. Hagan LLC Sarasota, Florida	$158K	+$21.2K	1	0.15%	Increased
680	WesBanco Bank Wheeling, West Virginia	$158K	-$3.18M	1	0.01%	Reduced
681	FSA Franklin Street Advisors Chapel Hill, North Carolina	$157K	+$168K	1	0.03%	New
682	SCA Snowden Capital Advisors New York	$156K	+$167K	1	0.05%	New
683	IIM Ipswich Investment Management Beverly, Massachusetts	$155K	-$22.1K	1	0.07%	Reduced
684	Avior Wealth Management Omaha, Nebraska	$154K	+$67K	1	0.07%	Increased
685	PAIA Park Avenue Institutional Advisers New York	$154K	-$4.6K	2	0.13%	Reduced
686	BCA Bray Capital Advisors Naples, Florida	$153K	$0	1	0.13%	Maintained
687	Evercore Wealth Management New York	$151K	-$23.9K	2	0.01%	Reduced
688	GS Gagnon Securities New York	$151K	+$161K	1	0.07%	New
689	NL NWAM LLC Mercer Island, Washington	$151K	+$36K	1	0.06%	Increased
690	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$150K	+$9.9K	1	0.03%	Increased
691	TC TFS Capital West Chester, Pennsylvania	$149K	+$156K	1	0.02%	New
692	ANRIA American National Registered Investment Advisor Galveston, Texas	$148K	$0	1	0.07%	Maintained
693	Laird Norton Wetherby Wealth Management San Francisco, California	$147K	+$157K	1	0.03%	New
694	Sigma Planning Corp Ann Arbor, Michigan	$147K	-$906K	1	0.02%	Reduced
695	RegentAtlantic Capital Morristown, New Jersey	$146K	-$32K	1	0.02%	Reduced
696	YP Yellowstone Partners Idaho Falls, Idaho	$146K	+$155K	1	0.06%	New
697	MNBTD Moody National Bank Trust Division Galveston, Texas	$140K	$0	1	0.01%	Maintained
698	Raymond James Trust St. Petersburg, Florida	$138K	-$27.9K	1	0.01%	Reduced
699	NPC National Planning Corporation El Segundo, California	$135K	+$151K	1	0.01%	New
700	OAM Orinda Asset Management Lafayette, California	$134K	+$118K	1	0.23%	New