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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	Bessemer Group Woodbridge, New Jersey	$144K	-$1.06M	2	0%	Reduced
752	PMG ProVise Management Group Clearwater, Florida	$144K	$0	1	0.03%	Maintained
753	KCM KSA Capital Management Morristown, New Jersey	$138K	-$1.14M	1	0.03%	Reduced
754	Geneos Wealth Management Englewood, Colorado	$137K	+$11.5K	3	0.02%	Increased
755	AQR Arbitrage Greenwich, Connecticut	$136K	+$114K	1	0%	New
756	Penserra Capital Management Orinda, California	$135K	+$71.4K	3	0.02%	Increased
757	OAM Orinda Asset Management Lafayette, California	$134K	$0	1	0.15%	Maintained
758	Quadrant Capital Group Cincinnati, Ohio	$132K	+$41.5K	3	0.09%	Increased
759	LWM LBA Wealth Management Jacksonville, Florida	$128K	$0	1	0.07%	Maintained
760	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$128K	-$141K	1	0.01%	Reduced
761	OC Oakworth Capital Birmingham, Alabama	$127K	+$1.92K	2	0.05%	Increased
762	EEG E.E. Geduld	$123K	+$114K	1	0.16%	New
763	BC Barnett & Company Chattanooga, Tennessee	$118K	-$21.3K	1	0.07%	Reduced
764	Global X Management Company New York	$117K	+$58.1K	2	0.01%	Increased
765	Acadian Asset Management Boston, Massachusetts	$115K	-$6.68M	1	0%	Reduced
766	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$114K	+$98.6K	2	0.01%	New
767	Wealthspire Advisors (Maryland) Potomac, Maryland	$110K	-$9.2K	3	0.02%	Reduced
768	WhitTier Trust Company Reno, Nevada	$107K	$0	1	0.01%	Maintained
769	CPA Cowen Prime Advisors New York	$103K	-$15K	1	0.05%	Reduced
770	GLI Guardian Life Insurance New York	$103K	-$1.43K	2	0.01%	Reduced
771	FMT First Mercantile Trust Cordova, Tennessee	$101K	$0	1	0.01%	Maintained
772	Welch & Forbes Boston, Massachusetts	$90K	$0	1	0%	Maintained
773	Huntington National Bank Columbus, Ohio	$89K	-$77.3K	3	0%	Reduced
774	3C 361 Capital Denver, Colorado	$84K	+$69K	1	1.25%	New
775	FIB First Interstate Bank Billings, Montana	$75K	-$23.6K	2	0.02%	Reduced