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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	WhitTier Trust Company Reno, Nevada	$83K	$0	1	0.01%	Maintained
727	CHP Cable Hill Partners Portland, Oregon	$76K	+$19.2K	1	0.06%	Increased
728	FIB First Interstate Bank Billings, Montana	$74K	+$83.6K	2	0.02%	New
729	Colony Group Boston, Massachusetts	$71K	-$4.27M	1	0.01%	Reduced
730	Quadrant Capital Group Cincinnati, Ohio	$71K	+$2.85K	2	0.05%	Increased
731	NYLT New York Life Trust New York	$70K	-$15K	1	0.31%	Reduced
732	Welch & Forbes Boston, Massachusetts	$68K	+$69.8K	1	0%	New
733	HCM Highlander Capital Management Short Hills, New Jersey	$67K	+$77.4K	1	0.06%	New
734	ClearBridge Investments New York	$63K	$0	1	0%	Maintained
735	SSB Sandy Spring Bank Olney, Maryland	$62K	+$34.4K	1	0.01%	Increased
736	Smithfield Trust Pittsburgh, Pennsylvania	$61K	$0	1	0.01%	Maintained
737	FMA FNY Managed Accounts New York	$59.9K	-$12.6K	1	0.17%	Reduced
738	Stephens Inc Little Rock, Arkansas	$57K	-$216K	1	0%	Reduced
739	FWM Focused Wealth Management Newburgh, New York	$50K	+$17.6K	1	0.03%	Increased
740	First Horizon Advisors Memphis, Tennessee	$47K	+$40.1K	1	0.01%	Increased
741	JIR James Investment Research Alpha, Ohio	$46K	-$575K	1	0%	Reduced
742	IMS Index Management Solutions Philadelphia, Pennsylvania	$44K	-$1.95K	2	0.04%	Reduced
743	Rockefeller Financial Services New York	$42K	$0	1	0%	Maintained
744	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$41K	+$38.6K	2	0.04%	Increased
745	SSG Summit Securities Group New York	$39K	-$65.9K	1	0.03%	Reduced
746	TF Tompkins Financial Ithaca, New York	$39K	$0	1	0.01%	Maintained
747	TCM Tradewinds Capital Management Bellingham, Washington	$35K	-$2.23K	3	0.03%	Reduced
748	Whittier Trust South Pasadena, California	$35K	-$16K	2	0%	Reduced
749	LI LVZ Inc Holland, Michigan	$34K	$0	1	0.02%	Maintained
750	TFA Transamerica Financial Advisors St. Petersburg, Florida	$33K	$0	1	0%	Maintained