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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
726	CA Cornerstone Advisors Asheville, North Carolina	$231K	+$191K	1	0.05%	New
727	Savant Capital Rockford, Illinois	$230K	+$190K	1	0.1%	New
728	BII Bainco International Investors Boston, Massachusetts	$228K	+$202K	1	0.06%	New
729	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$226K	-$123K	1	0.01%	Reduced
730	BB&T Securities Richmond, Virginia	$225K	+$186K	1	0.01%	New
731	SCP Syntal Capital Partners Midland, Texas	$223K	+$193K	1	0.11%	New
732	Ferguson Wellman Capital Management Portland, Oregon	$217K	+$179K	1	0.01%	New
733	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$212K	+$8.18K	2	0.18%	Increased
734	Stratos Wealth Partners Beachwood, Ohio	$211K	+$174K	1	0.07%	New
735	GVT Genesee Valley Trust Pittsford, New York	$210K	-$204K	1	0.13%	Reduced
736	Wealthfront Palo Alto, California	$197K	+$104K	2	0.02%	Increased
737	DAM Delta Asset Management Memphis, Tennessee	$190K	$0	1	0.04%	Maintained
738	Hillsdale Investment Management Toronto, Ontario, Canada	$190K	-$39.7K	2	0.04%	Reduced
739	Shinko Asset Management Company Tokyo, Japan	$187K	$0	2	0%	Maintained
740	Bessemer Group Woodbridge, New Jersey	$180K	+$123K	1	0%	Increased
741	RNS Robert N. Shapiro	$176K	+$112K	2	0.03%	Increased
742	NYLT New York Life Trust New York	$175K	-$2.38K	2	0.74%	Reduced
743	WIL Winifred I. Li	$171K	-$2.39K	1	0.15%	Reduced
744	WRM Westport Resources Management Westport, Connecticut	$169K	-$2K	1	0.05%	Reduced
745	WAM Weatherly Asset Management Del Mar, California	$165K	+$146K	1	0.07%	New
746	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$159K	-$78.4K	2	0.04%	Reduced
747	TDC Thompson Davis & Co Richmond, Virginia	$150K	+$14.1K	2	0.22%	Increased
748	LWM LBA Wealth Management Jacksonville, Florida	$148K	+$131K	1	0.12%	New
749	Central Trust Company Jefferson City, Missouri	$130K	-$2.99K	2	0.01%	Reduced
750	MAM Mizuho Asset Management Tokyo, Japan	$121K	+$26.5K	2	0.03%	Increased