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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$219K	-$676K	2	0.05%	Reduced
727	AMM American Money Management Rancho Santa Fe, California	$217K	$0	1	0.18%	Maintained
728	WAM Weatherly Asset Management Del Mar, California	$217K	+$210K	1	0.08%	New
729	Regions Financial Corp Birmingham, Alabama	$213K	+$300K	1	0%	New
730	DAM Delta Asset Management Memphis, Tennessee	$212K	-$16.6K	1	0.04%	Reduced
731	GCA Greenwood Capital Associates Greenwood, South Carolina	$211K	-$116K	1	0.06%	Reduced
732	Raymond James Trust St. Petersburg, Florida	$210K	+$53.9K	1	0.02%	Increased
733	KIA KCM Investment Advisors Greenbrae, California	$208K	+$200K	1	0.02%	New
734	WA WFG Advisors Dallas, Texas	$204K	-$2.67K	2	0.06%	Reduced
735	DY Dowling & Yahnke San Diego, California	$196K	+$278K	1	0.02%	New
736	MSI Financial Services Springfield, Massachusetts	$196K	+$46.8K	2	0.01%	Increased
737	NFG Next Financial Group Houston, Texas	$190K	-$27K	2	0.07%	Reduced
738	AMF Tjänstepension Stockholm, Sweden	$188K	-$2.96M	1	0%	Reduced
739	Ancora Advisors Cleveland, Ohio	$188K	+$267K	1	0.02%	New
740	BL Bolton LP Greenwich, Connecticut	$188K	+$267K	1	0.05%	New
741	Gofen & Glossberg Chicago, Illinois	$188K	$0	1	0.01%	Maintained
742	KCM KSA Capital Management Morristown, New Jersey	$188K	+$267K	1	0.07%	New
743	QOP Quinn Opportunity Partners Charlottesville, Virginia	$188K	+$267K	1	0.09%	New
744	RAM Redmond Asset Management Henrico, Virginia	$188K	$0	1	0.09%	Maintained
745	OC Oakworth Capital Birmingham, Alabama	$171K	$0	1	0.08%	Maintained
746	FMT First Mercantile Trust Cordova, Tennessee	$163K	-$40.8K	1	0.01%	Reduced
747	Catalyst Capital Advisors Huntington, New York	$162K	-$7.7K	1	0.02%	Reduced
748	EDRE Edmond de Rothschild (Europe) Luxembourg	$160K	+$227K	1	0.05%	New
749	WTB Washington Trust Bank Spokane, Washington	$156K	+$15.1K	2	0.04%	Increased
750	AGM Alpine Global Management New York	$150K	+$186K	2	0.03%	New