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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	CO Caldwell & Orkin Norcross, Georgia	$455K	-$2.75M	1	0.31%	Reduced
677	LPT Legacy Private Trust Neenah, Wisconsin	$455K	$0	1	0.06%	Maintained
678	CCM CrestPoint Capital Management Four Seasons, Missouri	$445K	+$428K	1	0.23%	New
679	WA WFG Advisors Dallas, Texas	$440K	+$8.67K	2	0.11%	Increased
680	CCB Cutter & Co Brokerage Ballwin, Missouri	$436K	$0	1	0.19%	Maintained
681	SPM Symmetry Peak Management Radnor, Pennsylvania	$434K	+$369K	1	0.05%	Increased
682	WCM Washington Capital Management Seattle, Washington	$434K	$0	1	0.6%	Maintained
683	PAA Peregrine Asset Advisers Portland, Oregon	$431K	+$273K	2	0.27%	Increased
684	KIA KCM Investment Advisors Greenbrae, California	$419K	+$53.5K	1	0.03%	Increased
685	DY Dowling & Yahnke San Diego, California	$411K	-$7.32K	1	0.05%	Reduced
686	SGA Strategic Global Advisors Newport Beach, California	$407K	$0	1	0.15%	Maintained
687	Coldstream Capital Management Bellevue, Washington	$403K	-$449K	1	0.07%	Reduced
688	CAM CMT Asset Management Chicago, Illinois	$398K	+$39.7K	1	0.02%	Increased
689	MC Moors & Cabot Boston, Massachusetts	$394K	+$121K	1	0.07%	Increased
690	ECM Everence Capital Management Goshen, Indiana	$389K	$0	1	0.12%	Maintained
691	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$370K	$0	1	0.08%	Maintained
692	Avior Wealth Management Omaha, Nebraska	$368K	+$305	1	0.14%	Increased
693	Magnetar Financial Evanston, Illinois	$368K	+$108K	1	0.01%	Increased
694	OIA Optimum Investment Advisors Chicago, Illinois	$364K	+$31.8K	1	0.14%	Increased
695	SEC Seven Eight Capital New York	$360K	-$246K	1	0.11%	Reduced
696	FFA First Foundation Advisors Irvine, California	$356K	+$305K	1	0.02%	New
697	HM Harvest Management New York	$355K	+$341K	1	0.28%	New
698	Scotia Capital Toronto, Ontario, Canada	$352K	+$303K	1	0.01%	New
699	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$350K	-$79.6K	1	0.3%	Reduced
700	GW & Wade Wellesley, Massachusetts	$348K	-$17.8K	1	0.06%	Reduced