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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
701	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2K	$0	1	0%	Maintained
702	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$2K	$0	1	0%	Maintained
703	SignatureFD Atlanta, Georgia	$2K	+$1.94K	1	0%	New
704	RWM Raffa Wealth Management Washington, District of Columbia	$1.4K	+$835	2	0%	New
705	1919 Investment Counsel Baltimore, Maryland	$1K	$0	1	0%	Maintained
706	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	-$214	1	0%	Reduced
707	AC Alexandria Capital Arlington, Virginia	$0	-$3K	0	–	Closed
708	ARTA A.R.T. Advisors New York	$0	-$7.58M	0	–	Closed
709	BCM Basso Capital Management Stamford, Connecticut	$0	-$732K	0	–	Closed
710	CCM Cai Capital Management New York	$0	-$923K	0	–	Closed
711	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$4.64M	0	–	Closed
712	CA CapWealth Advisors Franklin, Tennessee	$0	-$40K	0	–	Closed
713	Castleark Management Chicago, Illinois	$0	-$8.67M	0	–	Closed
714	Catalyst Capital Advisors Huntington, New York	$0	-$42K	0	–	Closed
715	COI Connable Office Inc Kalamazoo, Michigan	$0	-$2.96M	0	–	Closed
716	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$3.1M	0	–	Closed
717	CTC (Chicago Trading Company) Chicago, Illinois	$0	-$254K	0	–	Closed
718	DCM Decade Capital Management New York	$0	-$1.96M	0	–	Closed
719	EI EAM Investors Solana Beach, California	$0	-$1.12M	0	–	Closed
720	ECM Empire Capital Management Westport, Connecticut	$0	-$7.68M	0	–	Closed
721	FPC Falcon Point Capital San Francisco, California	$0	-$272K	0	–	Closed
722	Freestone Capital Holdings Seattle, Washington	$0	-$238K	0	–	Closed
723	FA Friess Associates Greenville, Delaware	$0	-$43.3M	0	–	Closed
724	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$0	-$698K	0	–	Closed
725	HT HAP Trading New York	$0	-$3.81M	0	–	Closed