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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	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$259K	+$211K	2	0.22%	Increased
702	Pillar Pacific Capital Management Pacifica, California	$254K	$0	1	0.04%	Maintained
703	Cetera Advisor Networks El Segundo, California	$252K	$0	1	0.02%	Maintained
704	YMRC Yorktown Management & Research Company Forest, Virginia	$252K	$0	1	0.04%	Maintained
705	Moody National Bank Trust Division Galveston, Texas	$251K	$0	1	0.02%	Maintained
706	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$250K	$0	1	0.11%	Maintained
707	SC SRB Corp Boston, Massachusetts	$247K	-$18.1K	2	0.03%	Reduced
708	BHF Kleinwort Benson Group Brussels, Belgium	$244K	-$393K	1	0.01%	Reduced
709	BlueCrest Capital Management St Helier, Jersey	$244K	-$2.92M	1	0.01%	Reduced
710	Quantbot Technologies New York	$244K	-$4.14M	1	0.04%	Reduced
711	Wealthfront Palo Alto, California	$238K	+$25.3K	2	0.01%	Increased
712	TC TradeLink Capital Chicago, Illinois	$237K	$0	1	0.35%	Maintained
713	People's United Financial Bridgeport, Connecticut	$235K	-$8.39K	2	0.01%	Reduced
714	Checchi Capital Advisers Beverly Hills, California	$233K	-$9.28K	1	0.06%	Reduced
715	Sigma Planning Corp Ann Arbor, Michigan	$231K	-$107K	1	0.03%	Reduced
716	Jaffetilchin Investment Partners Tampa, Florida	$230K	-$570K	1	0.07%	Reduced
717	WEC Winslow Evans & Crocker Boston, Massachusetts	$230K	$0	2	0.06%	Maintained
718	Paradigm Capital Management Inc Albany, New York	$226K	$0	1	0.02%	Maintained
719	Boothbay Fund Management New York	$225K	+$319K	1	0.09%	New
720	IFC Holdings Tampa, Florida	$224K	-$288K	1	0.03%	Reduced
721	PAIA Park Avenue Institutional Advisers New York	$224K	+$278K	2	0.18%	New
722	USCA RIA Houston, Texas	$222K	+$37.5K	1	0.06%	Increased
723	HighPoint Advisor Group Downers Grove, Illinois	$220K	+$25.9K	1	0.34%	Increased
724	FDS First Dallas Securities Dallas, Texas	$219K	-$28.7K	1	0.16%	Reduced
725	Quantitative Investment Management Charlottesville, Virginia	$219K	+$212K	1	0.03%	New