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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	WAM Weatherly Asset Management Del Mar, California	$226K	-$13.5K	1	0.07%	Reduced
702	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$223K	$0	2	0.19%	Maintained
703	FMA FNY Managed Accounts New York	$220K	+$182K	1	0.2%	New
704	DAM Delta Asset Management Memphis, Tennessee	$219K	$0	1	0.04%	Maintained
705	QI Quotient Investors New York	$219K	-$194K	1	0.1%	Reduced
706	IFS Ifrah Financial Services Little Rock, Arkansas	$218K	-$3.56K	1	0.09%	Reduced
707	QC QCM Cayman Houston, Texas	$218K	-$331K	1	0.09%	Reduced
708	EIM Essex Investment Management Boston, Massachusetts	$216K	+$178K	1	0.04%	New
709	Eastern Bank Boston, Massachusetts	$215K	-$70.3K	1	0.02%	Reduced
710	Capstone Investment Advisors New York	$213K	-$212K	1	0%	Reduced
711	WesBanco Bank Wheeling, West Virginia	$209K	+$671	1	0.01%	Increased
712	ES Equitec Specialists Chicago, Illinois	$208K	+$172K	1	0.04%	New
713	Raymond James Trust St. Petersburg, Florida	$208K	+$22.6K	1	0.02%	Increased
714	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$203K	-$34.1K	1	0.04%	Reduced
715	PCM Perkins Capital Management Wayzata, Minnesota	$203K	+$168K	1	0.23%	New
716	BCA Bray Capital Advisors Naples, Florida	$201K	$0	1	0.13%	Maintained
717	NL NWAM LLC Mercer Island, Washington	$201K	+$1.71K	1	0.08%	Increased
718	SIM SSI Investment Management Los Angeles, California	$200K	+$192K	1	0.02%	New
719	SWA Sutton Wealth Advisors Tampa, Florida	$199K	-$330	3	0.19%	Reduced
720	MC Moors & Cabot Boston, Massachusetts	$195K	+$159K	1	0.03%	New
721	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$194K	-$3.93K	1	0.04%	Reduced
722	Cetera Advisor Networks El Segundo, California	$193K	$0	1	0.01%	Maintained
723	YP Yellowstone Partners Idaho Falls, Idaho	$193K	+$1.51K	1	0.08%	Increased
724	AIM Acrospire Investment Management Chicago, Illinois	$190K	-$196K	3	0.14%	Reduced
725	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$190K	-$201K	2	0.04%	Reduced