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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	ST Sabal Trust St. Petersburg, Florida	$427K	+$404K	1	0.06%	New
727	CCM Compton Capital Management Providence, Rhode Island	$426K	+$403K	1	0.23%	New
728	WEC Winslow Evans & Crocker Boston, Massachusetts	$424K	$0	2	0.12%	Maintained
729	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$421K	+$17.6K	2	0.07%	Increased
730	Lockheed Martin Investment Management Bethesda, Maryland	$420K	$0	1	0.02%	Maintained
731	IFS Ifrah Financial Services Little Rock, Arkansas	$419K	-$12.3K	1	0.16%	Reduced
732	WA WFG Advisors Dallas, Texas	$419K	+$78	2	0.08%	Increased
733	Tocqueville Asset Management New York	$413K	+$390K	1	0%	New
734	CCA Checchi Capital Advisers Beverly Hills, California	$412K	+$37.2K	1	0.15%	Increased
735	NFG Next Financial Group Houston, Texas	$401K	-$637K	2	0.13%	Reduced
736	Mariner Overland Park, Kansas	$398K	+$389K	1	0.04%	New
737	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$396K	+$368K	1	0.38%	New
738	BHA Beech Hill Advisors New York	$389K	-$171K	1	0.19%	Reduced
739	CPA Cowen Prime Advisors New York	$388K	+$11.8K	1	0.15%	Increased
740	Wealthfront Palo Alto, California	$378K	+$88.4K	2	0.02%	Increased
741	SOAMC Spirit of America Management Corp Syosset, New York	$375K	+$149K	1	0.1%	Increased
742	BGA Belmont Global Advisors Dallas, Texas	$371K	+$39.7K	1	0.37%	Increased
743	FA Friess Associates Greenville, Delaware	$370K	-$3.13M	1	0.03%	Reduced
744	DCM DLS Capital Management Bannockburn, Illinois	$367K	$0	1	2.9%	Maintained
745	RHBC R.H. Bluestein & Co Birmingham, Michigan	$365K	-$3.32M	1	0.02%	Reduced
746	IRS Invictus RG (Singapore) Singapore	$358K	-$124K	2	0.39%	Reduced
747	Atria Investments Charlotte, North Carolina	$354K	+$335K	1	0.04%	New
748	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$351K	+$32.2K	1	0.01%	Increased
749	Gofen & Glossberg Chicago, Illinois	$350K	$0	1	0.02%	Maintained
750	RAM Redmond Asset Management Henrico, Virginia	$350K	+$331K	1	0.17%	New