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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	Central Trust Company Jefferson City, Missouri	$147K	-$17.5K	2	0.01%	Reduced
752	GLI Guardian Life Insurance New York	$146K	$0	2	0.01%	Maintained
753	LWM LBA Wealth Management Jacksonville, Florida	$140K	-$7.85K	1	0.09%	Reduced
754	MPAM Monarch Partners Asset Management Boston, Massachusetts	$136K	$0	1	0.02%	Maintained
755	Avior Wealth Management Omaha, Nebraska	$132K	$0	1	0.1%	Maintained
756	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$128K	+$8.34K	1	0.07%	Increased
757	Acadian Asset Management Boston, Massachusetts	$127K	-$24.5M	1	0%	Reduced
758	SSG Summit Securities Group New York	$122K	+$118K	1	0.06%	New
759	First Manhattan New York	$119K	+$2.14K	2	0%	Increased
760	SignatureFD Atlanta, Georgia	$117K	-$277K	2	0.03%	Reduced
761	SCM Stevens Capital Management Radnor, Pennsylvania	$115K	-$41.8M	1	0%	Reduced
762	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$112K	-$5.47M	1	0.01%	Reduced
763	NYLT New York Life Trust New York	$104K	+$4.83K	1	0.43%	Increased
764	WhitTier Trust Company Reno, Nevada	$104K	$0	1	0.01%	Maintained
765	Shinko Asset Management Company Tokyo, Japan	$103K	$0	2	0%	Maintained
766	Eagle Global Advisors Houston, Texas	$99K	$0	1	0%	Maintained
767	LS Lupo Securities Chicago, Illinois	$98K	+$139K	1	0.39%	New
768	Quadrant Capital Group Cincinnati, Ohio	$84K	+$87.7K	2	0.05%	New
769	FMA FNY Managed Accounts New York	$81.3K	+$11.9K	1	0.1%	Increased
770	ClearBridge Investments New York	$79K	$0	1	0%	Maintained
771	Smithfield Trust Pittsburgh, Pennsylvania	$76K	+$73K	1	0.02%	New
772	IRS Invictus RG (Singapore) Singapore	$74K	-$317K	1	0.07%	Reduced
773	CHP Cable Hill Partners Portland, Oregon	$73K	-$560	2	0.06%	Reduced
774	MUS Mitsubishi UFJ Securities Tokyo, Japan	$63K	-$50.4K	2	0.42%	Reduced
775	Whittier Trust South Pasadena, California	$61K	$0	2	0%	Maintained