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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	Evercore Wealth Management New York	$189K	+$3.26K	2	0.01%	Increased
727	Private Advisor Group Morristown, New Jersey	$189K	+$38.8K	1	0.01%	Increased
728	WTB Washington Trust Bank Spokane, Washington	$187K	$0	2	0.05%	Maintained
729	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$185K	+$152K	1	0.01%	New
730	WSCM Wellington Shields Capital Management New York	$182K	-$218K	1	0.03%	Reduced
731	IIM Ipswich Investment Management Beverly, Massachusetts	$181K	-$29.5K	1	0.09%	Reduced
732	CC Cognios Capital Leawood, Kansas	$179K	-$2.03M	1	0.06%	Reduced
733	Signature Estate & Investment Advisors Los Angeles, California	$177K	+$169K	1	0.03%	New
734	PAIA Park Avenue Institutional Advisers New York	$174K	-$3.39K	2	0.15%	Reduced
735	LCS Levin Capital Strategies New York	$165K	+$136K	1	0%	New
736	SCM Stevens Capital Management Radnor, Pennsylvania	$165K	+$138K	1	0.01%	New
737	ANRIA American National Registered Investment Advisor Galveston, Texas	$164K	-$25.3K	1	0.08%	Reduced
738	MNBTD Moody National Bank Trust Division Galveston, Texas	$164K	-$15.9K	1	0.01%	Reduced
739	RegentAtlantic Capital Morristown, New Jersey	$164K	-$23.1K	1	0.02%	Reduced
740	Gofen & Glossberg Chicago, Illinois	$162K	$0	1	0.01%	Maintained
741	CB Chemical Bank Detroit, Michigan	$157K	$0	1	0.02%	Maintained
742	Laird Norton Wetherby Wealth Management San Francisco, California	$157K	-$30.2K	1	0.03%	Reduced
743	FineMark National Bank & Trust Fort Myers, Florida	$154K	-$1.34K	2	0.02%	Reduced
744	CCM Compton Capital Management Providence, Rhode Island	$152K	-$9.09K	1	0.08%	Reduced
745	RIL Rothschild Investment LLC Chicago, Illinois	$152K	$0	1	0.02%	Maintained
746	RBF Capital San Francisco, California	$151K	+$125K	1	0.03%	New
747	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$151K	-$56.3K	2	0%	Reduced
748	PAA Peregrine Asset Advisers Portland, Oregon	$147K	+$121K	1	0.1%	New
749	AA Apriem Advisors Irvine, California	$146K	+$14.1K	2	0.05%	Increased
750	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$145K	+$41.6K	3	0%	Increased