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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	CFA Camarda Financial Advisors Fleming Island, Florida	$1.5M	-$163K	1	1.8%	Reduced
702	CF Centaurus Financial Anaheim, California	$1.5M	+$1.6M	2	0.39%	New
703	SCP Syntal Capital Partners Midland, Texas	$1.5M	+$733K	1	0.46%	New
704	IB Intrust Bank Wichita, Kansas	$1.48M	+$89.8K	2	0.44%	Increased
705	IFWM Institute for Wealth Management Denver, Colorado	$1.48M	+$1.13M	2	0.34%	Increased
706	Verition Fund Management Greenwich, Connecticut	$1.47M	+$762K	2	0.14%	Increased
707	Stratos Wealth Partners Beachwood, Ohio	$1.46M	+$315K	2	0.07%	Increased
708	JFA Johanson Financial Advisors Campbell, California	$1.45M	-$39.3K	1	0.96%	Reduced
709	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.44M	-$64.6K	1	0.94%	Reduced
710	IR Invictus RG Hamilton, Bermuda	$1.44M	+$697K	1	1.53%	Increased
711	CCG Ceeto Capital Group Coral Gables, Florida	$1.44M	$0	1	1.03%	Maintained
712	AR Advisory Research Chicago, Illinois	$1.44M	-$677K	1	0.02%	Reduced
713	RA Rational Advisors Huntington, New York	$1.43M	+$1.26M	1	0.74%	Increased
714	TCM Tuttle Capital Management Riverside, Connecticut	$1.43M	+$1.5M	1	1.74%	New
715	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.43M	-$784K	1	0.31%	Reduced
716	Schonfeld Strategic Advisors New York	$1.42M	+$605K	2	0.12%	Increased
717	AA Altman Advisors Chicago, Illinois	$1.41M	+$1.5M	1	1.22%	New
718	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.41M	-$756K	3	1.42%	Reduced
719	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.41M	-$232K	1	2.24%	Reduced
720	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.4M	-$272K	1	0.37%	Reduced
721	Atria Investments Charlotte, North Carolina	$1.4M	+$53.5K	2	0.07%	Increased
722	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.39M	$0	2	0.04%	Maintained
723	KM Kalos Management Alpharetta, Georgia	$1.38M	+$60.5K	1	0.65%	Increased
724	LJAC L.J. Altfest & Co New York	$1.38M	+$571K	1	0.52%	Increased
725	GIM Grassi Investment Management Santa Clara, California	$1.34M	-$19.6K	1	0.22%	Reduced