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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	Sigma Planning Corp Ann Arbor, Michigan	$283K	+$243K	1	0.03%	New
727	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$282K	+$279K	2	0.76%	New
728	Cetera Advisors Denver, Colorado	$282K	-$13.7K	1	0.02%	Reduced
729	AL AJO LP Philadelphia, Pennsylvania	$280K	-$15.2M	1	0%	Reduced
730	IFS Ifrah Financial Services Little Rock, Arkansas	$276K	-$5.16K	1	0.11%	Reduced
731	MPAM Monarch Partners Asset Management Boston, Massachusetts	$272K	-$60.9K	1	0.03%	Reduced
732	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$269K	$0	2	0.23%	Maintained
733	CC Courier Capital Buffalo, New York	$269K	-$30.8K	1	0.05%	Reduced
734	DLHL Donald L. Hagan LLC Sarasota, Florida	$268K	-$26.5K	1	0.26%	Reduced
735	Rothschild & Co Asset Management US Stamford, Connecticut	$268K	+$230K	1	0%	New
736	MCM Manchester Capital Management Manchester, Vermont	$267K	-$4.82K	2	0.04%	Reduced
737	NPC National Planning Corporation El Segundo, California	$266K	-$30.5K	1	0.02%	Reduced
738	WAM Weatherly Asset Management Del Mar, California	$266K	+$10.3K	1	0.09%	Increased
739	PCM Perkins Capital Management Wayzata, Minnesota	$262K	$0	1	0.26%	Maintained
740	BCA Bray Capital Advisors Naples, Florida	$260K	$0	1	0.16%	Maintained
741	PPCM Pillar Pacific Capital Management Pacifica, California	$258K	-$54.6K	1	0.04%	Reduced
742	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$257K	-$17.6K	2	0.03%	Reduced
743	FPC Falcon Point Capital San Francisco, California	$254K	+$226K	1	0.04%	New
744	Laird Norton Wetherby Wealth Management San Francisco, California	$252K	+$42.3K	1	0.05%	Increased
745	WesBanco Bank Wheeling, West Virginia	$252K	-$15.1K	1	0.01%	Reduced
746	TC TradeLink Capital Chicago, Illinois	$249K	-$82.2K	1	0.61%	Reduced
747	Williams Jones & Associates New York	$249K	+$214K	1	0.01%	New
748	DAM Delta Asset Management Memphis, Tennessee	$246K	$0	1	0.04%	Maintained
749	Intact Investment Management Montreal, Quebec, Canada	$246K	+$237K	1	0.01%	New
750	HCM Herndon Capital Management Atlanta, Georgia	$242K	-$246K	2	0.01%	Reduced