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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	FMT First Mercantile Trust Cordova, Tennessee	$99K	-$29.1K	1	0.01%	Reduced
727	CPA Cowen Prime Advisors New York	$98K	-$29.8K	1	0.05%	Reduced
728	GLI Guardian Life Insurance New York	$90K	-$24.7K	2	0.01%	Reduced
729	Quadrant Capital Group Cincinnati, Ohio	$85K	-$967	3	0.06%	Reduced
730	FIB First Interstate Bank Billings, Montana	$84K	-$12.9K	2	0.02%	Reduced
731	AssetMark Inc Concord, California	$82K	+$5.24K	1	0%	Increased
732	SIM Spark Investment Management New York	$81K	+$85.4K	1	0.01%	New
733	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$80K	-$272K	3	0%	Reduced
734	EMG ETF Managers Group Summit, New Jersey	$74K	+$52.2K	2	0.05%	New
735	Welch & Forbes Boston, Massachusetts	$73K	$0	1	0%	Maintained
736	Stephens Inc Little Rock, Arkansas	$66K	$0	1	0%	Maintained
737	TCM Tradewinds Capital Management Bellingham, Washington	$59K	+$40.7K	3	0.04%	Increased
738	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$56K	-$52.6K	2	0.01%	Reduced
739	Rockefeller Financial Services New York	$54K	$0	1	0%	Maintained
740	RCG Ruggie Capital Group Tavares, Florida	$52K	+$47.1K	1	0.05%	New
741	Penserra Capital Management Orinda, California	$51K	+$11.6K	2	0.01%	Increased
742	FWM Focused Wealth Management Newburgh, New York	$50K	-$29.1K	1	0.03%	Reduced
743	First Horizon Advisors Memphis, Tennessee	$47K	+$10.4K	1	0.01%	Increased
744	Global X Management Company New York	$46K	+$37.4K	2	0%	Increased
745	IR Invictus RG Hamilton, Bermuda	$45K	-$263K	1	0.05%	Reduced
746	Whittier Trust South Pasadena, California	$45K	-$727	2	0%	Reduced
747	ClearBridge Investments New York	$44K	$0	1	0%	Maintained
748	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$44K	-$9.36K	2	0.05%	Reduced
749	SSB Sandy Spring Bank Olney, Maryland	$44K	-$1.16K	1	0.01%	Reduced
750	Advisory Services Network Atlanta, Georgia	$43K	+$37.9K	2	0.01%	Increased