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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	FVCM F&V Capital Management Boca Raton, Florida	$397K	-$23.1K	1	0.25%	Reduced
727	Algert Global San Francisco, California	$393K	+$21.6K	1	0.11%	Increased
728	GW & Wade Wellesley, Massachusetts	$389K	$0	1	0.06%	Maintained
729	NPC National Planning Corporation El Segundo, California	$389K	+$7.51K	1	0.03%	Increased
730	FMT First Mercantile Trust Cordova, Tennessee	$385K	+$309K	1	0.06%	Increased
731	Signature Estate & Investment Advisors Los Angeles, California	$385K	+$13K	1	0.05%	Increased
732	Laurion Capital Management New York	$382K	-$2.79M	1	0%	Reduced
733	Hillsdale Investment Management Toronto, Ontario, Canada	$379K	+$364K	1	0.08%	New
734	ACM Aviance Capital Management Sarasota, Florida	$374K	-$1.75M	1	0.02%	Reduced
735	Parallel Advisors San Francisco, California	$374K	+$324K	2	0.09%	New
736	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$365K	$0	2	0.06%	Maintained
737	BII Bainco International Investors Boston, Massachusetts	$357K	$0	1	0.06%	Maintained
738	FWM Focused Wealth Management Newburgh, New York	$351K	$0	2	0.15%	Maintained
739	CC Cognios Capital Leawood, Kansas	$346K	+$73.7K	1	0.11%	Increased
740	Sigma Planning Corp Ann Arbor, Michigan	$340K	-$7.44K	1	0.04%	Reduced
741	WC Whitney & Co Rochester, New York	$334K	-$34K	1	0.13%	Reduced
742	DLHL Donald L. Hagan LLC Sarasota, Florida	$331K	$0	1	0.31%	Maintained
743	EGA E&G Advisors Houston, Texas	$328K	$0	1	0.19%	Maintained
744	Laird Norton Wetherby Wealth Management San Francisco, California	$328K	+$14.6K	1	0.06%	Increased
745	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$326K	+$313K	1	0.09%	New
746	Smithfield Trust Pittsburgh, Pennsylvania	$322K	-$36.1K	1	0.05%	Reduced
747	BCA Bray Capital Advisors Naples, Florida	$320K	$0	1	0.19%	Maintained
748	CFIC City Financial Investment Company London, United Kingdom	$320K	+$274K	1	0.06%	New
749	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$316K	$0	2	0.25%	Maintained
750	IFS Ifrah Financial Services Little Rock, Arkansas	$315K	-$22.1K	1	0.13%	Reduced