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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	KIA KCM Investment Advisors Greenbrae, California	$228K	-$42.7K	1	0.02%	Reduced
727	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$228K	+$9.71K	2	0.2%	Increased
728	WAS Winch Advisory Services Appleton, Wisconsin	$226K	-$552K	1	0.14%	Reduced
729	Ferguson Wellman Capital Management Portland, Oregon	$225K	$0	1	0.01%	Maintained
730	Stratos Wealth Partners Beachwood, Ohio	$225K	+$5.34K	1	0.05%	Increased
731	CAS CTC Alternative Strategies Chicago, Illinois	$219K	-$476K	1	0.4%	Reduced
732	RNS Robert N. Shapiro	$219K	+$25.4K	2	0.04%	Increased
733	BC Banced Corp Edwardsville, Illinois	$218K	+$208K	1	0.25%	New
734	SOAMC Spirit of America Management Corp Syosset, New York	$212K	+$201K	1	0.06%	New
735	DAM Delta Asset Management Memphis, Tennessee	$210K	$0	1	0.04%	Maintained
736	SGH Schonfeld Group Holdings Jericho, New York	$206K	-$2.91M	1	0.61%	Reduced
737	UR USCA RIA Houston, Texas	$206K	+$194K	1	0.06%	New
738	DTL Dynamic Technology Lab Singapore	$193K	-$877K	2	0.09%	Reduced
739	Shinko Asset Management Company Tokyo, Japan	$191K	-$6.48K	2	0%	Reduced
740	WIL Winifred I. Li	$191K	+$1.91K	2	0.18%	Increased
741	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$190K	+$88.9K	2	0.54%	Increased
742	AMM American Money Management Rancho Santa Fe, California	$187K	-$63.1K	1	0.16%	Reduced
743	Hillsdale Investment Management Toronto, Ontario, Canada	$183K	-$19.4K	2	0.06%	Reduced
744	TDC Thompson Davis & Co Richmond, Virginia	$177K	+$19.2K	1	0.23%	Increased
745	WRM Westport Resources Management Westport, Connecticut	$176K	$0	1	0.05%	Maintained
746	LWM LBA Wealth Management Jacksonville, Florida	$164K	$0	1	0.11%	Maintained
747	SCA Secor Capital Advisors New York	$163K	-$914K	1	0.09%	Reduced
748	Central Trust Company Jefferson City, Missouri	$161K	+$18.6K	2	0.01%	Increased
749	MAM Mizuho Asset Management Tokyo, Japan	$151K	+$22.3K	2	0.03%	Increased
750	Twin Tree Management Dallas, Texas	$149K	-$1.16M	1	0%	Reduced