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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	Baker Avenue Asset Management San Francisco, California	$146K	-$132K	1	0.02%	Reduced
752	CCM Coe Capital Management Highland Park, Illinois	$143K	+$149K	1	0.05%	New
753	WTB Washington Trust Bank Spokane, Washington	$114K	-$11.4M	2	0.04%	Reduced
754	MMG Monetary Management Group St Louis, Missouri	$111K	+$16.2K	1	0.05%	Increased
755	CCS Crosspoint Capital Strategies Orinda, California	$103K	-$4.45M	1	0.08%	Reduced
756	PTC Private Trust Company Cleveland, Ohio	$103K	+$5.04K	2	0.04%	Increased
757	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$101K	$0	1	0.09%	Maintained
758	WhitTier Trust Company Reno, Nevada	$95K	$0	1	0.01%	Maintained
759	BRWM B. Riley Wealth Management Memphis, Tennessee	$82K	-$213K	1	0.06%	Reduced
760	GSC Ground Swell Capital Folly Beach, South Carolina	$82K	-$33.5K	2	0.15%	Reduced
761	Colony Group Boston, Massachusetts	$81K	+$70.4K	2	0.01%	Increased
762	Group One Trading Chicago, Illinois	$66K	-$3.74K	3	0%	Reduced
763	IC IKOS CIF Limassol, Cyprus	$66K	+$47.2K	1	0.09%	Increased
764	Whittier Trust South Pasadena, California	$65K	$0	2	0%	Maintained
765	TCM Tradewinds Capital Management Bellingham, Washington	$64K	$0	2	0.05%	Maintained
766	MUFG Americas New York	$62K	-$177K	2	0%	Reduced
767	CFA Camarda Financial Advisors Fleming Island, Florida	$58K	+$54.7K	1	0.04%	New
768	VFA Virtus Fund Advisers Hartford, Connecticut	$56K	-$585K	2	0%	Reduced
769	Rockefeller Financial Services New York	$49K	$0	1	0%	Maintained
770	ICM ICC Capital Management Orlando, Florida	$48K	$0	1	0.01%	Maintained
771	Quantbot Technologies New York	$46K	-$1.57M	1	0.01%	Reduced
772	PO Private Ocean San Rafael, California	$45K	$0	1	0.03%	Maintained
773	GAM Gemmer Asset Management Walnut Creek, California	$43K	+$1K	2	0.03%	Increased
774	WA WealthTrust-Arizona Scottsdale, Arizona	$43K	$0	1	0.05%	Maintained
775	FWM Focused Wealth Management Newburgh, New York	$40K	$0	2	0.03%	Maintained