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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	Avior Wealth Management Omaha, Nebraska	$284K	+$67.7K	1	0.12%	Increased
677	BII Bainco International Investors Boston, Massachusetts	$284K	$0	1	0.06%	Maintained
678	MPAM Monarch Partners Asset Management Boston, Massachusetts	$280K	+$43.9K	1	0.03%	Increased
679	PPCM Pillar Pacific Capital Management Pacifica, California	$280K	$0	1	0.05%	Maintained
680	FVCM F&V Capital Management Boca Raton, Florida	$278K	-$7.05K	1	0.21%	Reduced
681	CCA Checchi Capital Advisers Beverly Hills, California	$277K	-$25.9K	2	0.03%	Reduced
682	Engineers Gate Manager New York	$277K	-$3.72M	1	0.02%	Reduced
683	CAM CMT Asset Management Chicago, Illinois	$272K	-$532K	1	0.01%	Reduced
684	Forvis Mazars Wealth Advisors Springfield, Missouri	$272K	-$15.9K	1	0.04%	Reduced
685	EGA E&G Advisors Houston, Texas	$269K	+$48.2K	1	0.16%	Increased
686	DTL Dynamic Technology Lab Singapore	$268K	-$314K	1	0.07%	Reduced
687	CC Courier Capital Buffalo, New York	$267K	-$21.6K	1	0.05%	Reduced
688	WIC Water Island Capital New York	$263K	+$43.8K	1	0.01%	Increased
689	MIP Marietta Investment Partners Milwaukee, Wisconsin	$257K	$0	1	0.09%	Maintained
690	GS Gagnon Securities New York	$252K	-$102K	1	0.12%	Reduced
691	SCM Stonebridge Capital Management Los Angeles, California	$243K	-$66.9K	1	0.11%	Reduced
692	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$240K	+$163K	2	0.03%	Increased
693	WC Whitney & Co Rochester, New York	$239K	+$7.39K	1	0.1%	Increased
694	MCM Manchester Capital Management Manchester, Vermont	$238K	-$29.4K	2	0.03%	Reduced
695	CL CSS LLC Chicago, Illinois	$233K	-$97.7K	1	0.02%	Reduced
696	Cetera Advisors Denver, Colorado	$232K	-$37.3K	1	0.02%	Reduced
697	DLHL Donald L. Hagan LLC Sarasota, Florida	$232K	+$19.8K	1	0.22%	Increased
698	NPC National Planning Corporation El Segundo, California	$232K	+$43.2K	1	0.02%	Increased
699	HHC Hutchin Hill Capital New York	$230K	-$5.94M	1	0.01%	Reduced
700	Magnetar Financial Evanston, Illinois	$227K	+$217K	1	0%	New