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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	HRT Financial New York	$242K	+$208K	1	0.21%	New
752	Driehaus Capital Management Chicago, Illinois	$240K	+$206K	1	0.01%	New
753	WTB Washington Trust Bank Spokane, Washington	$239K	+$8.41K	2	0.06%	Increased
754	SWA Sutton Wealth Advisors Tampa, Florida	$236K	+$10.9K	3	0.22%	Increased
755	Evercore Wealth Management New York	$235K	-$353	2	0.01%	Reduced
756	IIM Ipswich Investment Management Beverly, Massachusetts	$234K	$0	1	0.11%	Maintained
757	AA Apriem Advisors Irvine, California	$232K	+$36.6K	2	0.07%	Increased
758	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$226K	-$20.9K	1	0.04%	Reduced
759	NL NWAM LLC Mercer Island, Washington	$225K	-$29.5K	1	0.02%	Reduced
760	NIMC NWQ Investment Management Company Los Angeles, California	$225K	+$193K	1	0%	New
761	Acadian Asset Management Boston, Massachusetts	$223K	+$64.1K	1	0%	Increased
762	SIM SSI Investment Management Los Angeles, California	$223K	-$2.09K	1	0.02%	Reduced
763	FP FDO Partners Cambridge, Massachusetts	$221K	+$190K	1	0.1%	New
764	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$220K	-$247K	1	0.08%	Reduced
765	CCM Compton Capital Management Providence, Rhode Island	$219K	+$19.8K	1	0.12%	Increased
766	PFA Paradigm Financial Advisors Des Peres, Missouri	$218K	+$188K	1	0.13%	New
767	FineMark National Bank & Trust Fort Myers, Florida	$213K	+$11.9K	2	0.02%	Increased
768	Hancock Whitney Gulfport, Mississippi	$213K	+$205K	1	0.01%	New
769	CC Cognios Capital Leawood, Kansas	$211K	-$17.2K	1	0.06%	Reduced
770	RHBC R.H. Bluestein & Co Birmingham, Michigan	$210K	+$180K	1	0.01%	New
771	Gofen & Glossberg Chicago, Illinois	$209K	$0	1	0.01%	Maintained
772	CL CPWM LLC Seattle, Washington	$208K	+$199K	1	0.05%	New
773	MC Menta Capital San Francisco, California	$208K	-$413K	1	0.02%	Reduced
774	EMG Ellington Management Group Old Greenwich, Connecticut	$204K	+$175K	1	0.06%	New
775	Atria Investments Charlotte, North Carolina	$203K	+$174K	1	0.02%	New