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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
751	GSC Ground Swell Capital Folly Beach, South Carolina	$112K	+$93.8K	2	0.22%	New
752	NES New England Securities New York	$109K	+$48.1K	1	0.04%	Increased
753	Driehaus Capital Management Chicago, Illinois	$92K	+$73K	1	0%	New
754	PTC Private Trust Company Cleveland, Ohio	$92K	+$4.22K	2	0.03%	Increased
755	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$91K	$0	1	0.08%	Maintained
756	GL GLG LLC New York	$91K	-$4.81M	1	0%	Reduced
757	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$91K	-$60.5K	2	0.27%	Reduced
758	MMG Monetary Management Group St Louis, Missouri	$91K	-$20.5K	1	0.04%	Reduced
759	WhitTier Trust Company Reno, Nevada	$86K	$0	1	0.01%	Maintained
760	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$80K	+$66.4K	1	0.04%	New
761	MSI Financial Services Springfield, Massachusetts	$80K	+$8.06K	2	0.01%	Increased
762	NFG Next Financial Group Houston, Texas	$79K	+$69.8K	1	0.04%	New
763	Tower Research Capital (TRC) New York	$71K	-$377K	3	0.01%	Reduced
764	Group One Trading Chicago, Illinois	$67K	-$201K	3	0%	Reduced
765	TCM Tradewinds Capital Management Bellingham, Washington	$62K	$0	2	0.05%	Maintained
766	Whittier Trust South Pasadena, California	$61K	-$24.5K	2	0%	Reduced
767	First Manhattan New York	$49K	-$13.6K	1	0%	Reduced
768	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$49K	$0	1	0.01%	Maintained
769	Stephens Inc Little Rock, Arkansas	$48K	+$1.31K	1	0%	Increased
770	ICM ICC Capital Management Orlando, Florida	$46K	$0	1	0%	Maintained
771	Rockefeller Financial Services New York	$44K	$0	1	0%	Maintained
772	PO Private Ocean San Rafael, California	$43K	+$35.4K	1	0.03%	New
773	TI Turner Investments Berwyn, Pennsylvania	$41K	-$1.43M	1	0%	Reduced
774	WA WealthTrust-Arizona Scottsdale, Arizona	$41K	-$273	1	0.04%	Reduced
775	FWM Focused Wealth Management Newburgh, New York	$38K	+$27.3K	2	0.03%	Increased