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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	TP Truvvo Partners New York	$1.33M	-$15.7K	1	0.45%	Reduced
727	IIA IPG Investment Advisors San Diego, California	$1.28M	+$180K	1	0.53%	Increased
728	CAN Claraphi Advisory Network Aliso Viejo, United States	$1.28M	+$1.35M	2	0.99%	New
729	PBT Pictet Bank & Trust Nassau, Bahamas	$1.25M	-$116K	1	0.37%	Reduced
730	SCM SkyTop Capital Management Rutherford, New Jersey	$1.23M	+$1.29M	1	1.25%	New
731	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$1.23M	-$383K	2	1.06%	Reduced
732	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.22M	+$65.4K	2	0.13%	Increased
733	Old Mission Capital Chicago, Illinois	$1.22M	+$1.29M	2	0.08%	New
734	Cetera Advisor Networks El Segundo, California	$1.21M	+$708K	3	0.05%	Increased
735	MCM Murphy Capital Management Bedminster, New Jersey	$1.2M	-$147K	1	0.16%	Reduced
736	Vanguard Capital Wealth Advisors Denver, Colorado	$1.19M	+$1.25M	1	1.49%	New
737	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$1.18M	+$25.5K	1	0.23%	Increased
738	2L 22NW LP Seattle, Washington	$1.18M	+$930K	1	0.58%	Increased
739	AF Advisornet Financial Minnetonka, Minnesota	$1.18M	+$1.23M	2	0.18%	New
740	Lazard Asset Management New York	$1.17M	+$1.22M	2	0%	Increased
741	NIMI Natixis Investment Managers International Paris, France	$1.17M	-$2.95M	1	0.13%	Reduced
742	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.16M	-$110K	3	0.19%	Reduced
743	DY Dowling & Yahnke San Diego, California	$1.16M	+$29.1K	1	0.1%	Increased
744	CS Comerica Securities Detroit, Michigan	$1.16M	-$111K	1	0.15%	Reduced
745	EGA E&G Advisors Houston, Texas	$1.15M	+$619K	1	0.48%	Increased
746	SSG Summit Securities Group New York	$1.14M	+$1.22M	1	0.14%	New
747	VFA Voya Financial Advisors Windsor, Connecticut	$1.14M	+$196K	2	0.07%	Increased
748	CONA Capital One National Association New York	$1.13M	+$259K	2	0.08%	Increased
749	PL Polianta Ltd St Helier, Jersey	$1.13M	-$252K	1	0.37%	Reduced
750	HH Hilltop Holdings Dallas, Texas	$1.11M	+$149K	2	0.25%	Increased