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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	SignatureFD Atlanta, Georgia	$134K	-$174K	2	0.02%	Reduced
702	BBCM Boardman Bay Capital Management New York	$133K	+$142K	1	0.12%	New
703	Private Advisor Group Morristown, New Jersey	$131K	-$113K	1	0.01%	Reduced
704	LWM LBA Wealth Management Jacksonville, Florida	$126K	-$7.27K	1	0.07%	Reduced
705	TCM Traynor Capital Management Malvern, Pennsylvania	$125K	+$134K	1	0.1%	New
706	CCM Compton Capital Management Providence, Rhode Island	$124K	-$1.12K	1	0.07%	Reduced
707	Gofen & Glossberg Chicago, Illinois	$123K	$0	1	0.01%	Maintained
708	WA WFG Advisors Dallas, Texas	$123K	+$1.43K	2	0.04%	Increased
709	FineMark National Bank & Trust Fort Myers, Florida	$122K	-$6.38K	2	0.01%	Reduced
710	CB Chemical Bank Detroit, Michigan	$119K	+$127K	1	0.02%	New
711	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$119K	-$71K	1	0.05%	Reduced
712	NYLT New York Life Trust New York	$116K	+$58.9K	2	0.5%	Increased
713	RIL Rothschild Investment LLC Chicago, Illinois	$115K	-$162K	1	0.01%	Reduced
714	Geneos Wealth Management Englewood, Colorado	$112K	+$113K	3	0.02%	New
715	SI SII Investments Appleton, Wisconsin	$112K	+$119K	1	0.01%	New
716	BC Barnett & Company Chattanooga, Tennessee	$110K	-$17.9K	1	0.06%	Reduced
717	PMG ProVise Management Group Clearwater, Florida	$110K	-$67K	1	0.02%	Reduced
718	SIG Schooner Investment Group Wayne, Pennsylvania	$110K	+$112K	1	0.21%	New
719	ECM Everence Capital Management Goshen, Indiana	$108K	$0	1	0.03%	Maintained
720	OC Oakworth Capital Birmingham, Alabama	$106K	+$11.5K	2	0.04%	Increased
721	Tower Research Capital (TRC) New York	$106K	+$27.6K	4	0.02%	Increased
722	CP Cumberland Partners Toronto, Ontario, Canada	$105K	+$112K	1	0.01%	New
723	WhitTier Trust Company Reno, Nevada	$105K	$0	1	0.01%	Maintained
724	AA Apriem Advisors Irvine, California	$103K	+$77.7K	3	0.04%	Increased
725	Wealthspire Advisors (Maryland) Potomac, Maryland	$100K	-$7.39K	4	0.02%	Reduced