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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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.67M	+$727K	2	1.89%	Increased
677	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.67M	-$307K	1	0.69%	Reduced
678	Sigma Planning Corp Ann Arbor, Michigan	$1.65M	+$374K	2	0.13%	Increased
679	KeyBank National Association Cleveland, Ohio	$1.65M	-$2.02M	2	0.01%	Reduced
680	ECM Everence Capital Management Goshen, Indiana	$1.65M	+$145K	2	0.36%	Increased
681	PCM Piermont Capital Management St. Louis, Missouri	$1.65M	+$1.12M	1	0.54%	Increased
682	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.63M	-$1.9M	2	0.06%	Reduced
683	AIC Aurora Investment Counsel Atlanta, Georgia	$1.63M	+$1.75M	1	0.81%	New
684	UA Unison Advisors Washington, District of Columbia	$1.63M	+$1.7M	1	1.19%	New
685	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.61M	-$241K	2	0.54%	Reduced
686	WhitTier Trust Company Reno, Nevada	$1.59M	+$526K	1	0.14%	Increased
687	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.59M	+$1.67M	1	1.37%	New
688	FRM Fox Run Management Greenwich, Connecticut	$1.59M	-$1.64M	2	0.47%	Reduced
689	GGHC Gilder Gagnon Howe & Co New York	$1.59M	-$56.4K	1	0.02%	Reduced
690	CMT Capital Markets Trading Frankfurt, Germany	$1.58M	-$3.56M	1	0.04%	Reduced
691	Alpha Cubed Investments Irvine, California	$1.57M	+$1.67M	2	0.2%	New
692	ETrade Capital Management Arlington, Virginia	$1.57M	-$821K	2	0.05%	Reduced
693	TCM Tributary Capital Management Omaha, Nebraska	$1.56M	-$452K	1	0.14%	Reduced
694	BB&T Securities Richmond, Virginia	$1.56M	-$562K	2	0.02%	Reduced
695	Great Lakes Advisors Chicago, Illinois	$1.54M	-$27.3K	1	0.03%	Reduced
696	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.54M	+$767K	2	0.21%	Increased
697	CI Cavalier Investments Alpharetta, Georgia	$1.53M	-$487K	2	0.61%	Reduced
698	Scotia Capital Toronto, Ontario, Canada	$1.52M	+$510K	2	0.02%	Increased
699	NB Northwest Bancshares Warren, Pennsylvania	$1.51M	+$1.61M	2	0.62%	New
700	NO Ninety One Cape Town, South Africa	$1.5M	$0	1	0.75%	Maintained