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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	Guardian Capital (Canada) Toronto, Ontario, Canada	$311K	-$26.1K	1	0%	Reduced
752	Nikko Asset Management Americas New York	$307K	+$295K	1	0.02%	New
753	Sterling Capital Management Charlotte, North Carolina	$307K	-$39.4K	1	0%	Reduced
754	CIAN Capstone Investment Advisors (Netherlands) New York	$304K	+$261K	1	0.51%	New
755	Forvis Mazars Wealth Advisors Springfield, Missouri	$298K	-$42.3K	1	0.04%	Reduced
756	KIA KCM Investment Advisors Greenbrae, California	$298K	-$164K	1	0.02%	Reduced
757	PAG Private Advisory Group Redmond, Washington	$297K	+$254K	1	0.2%	New
758	MCM Manchester Capital Management Manchester, Vermont	$292K	-$10.2K	2	0.04%	Reduced
759	Raymond James Trust St. Petersburg, Florida	$291K	-$63.6K	1	0.02%	Reduced
760	PPCM Pillar Pacific Capital Management Pacifica, California	$288K	$0	1	0.04%	Maintained
761	CAM CMT Asset Management Chicago, Illinois	$284K	-$177K	1	0.01%	Reduced
762	IB Intrust Bank Wichita, Kansas	$284K	+$57.2K	1	0.11%	Increased
763	Cetera Advisors Denver, Colorado	$282K	-$55.6K	1	0.02%	Reduced
764	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$281K	-$9.43K	2	0.04%	Reduced
765	Gofen & Glossberg Chicago, Illinois	$279K	+$18.8K	1	0.01%	Increased
766	NIMC NWQ Investment Management Company Los Angeles, California	$277K	$0	1	0%	Maintained
767	WAM Weatherly Asset Management Del Mar, California	$276K	-$20.1K	1	0.09%	Reduced
768	DAM Delta Asset Management Memphis, Tennessee	$275K	$0	1	0.05%	Maintained
769	IIM Ipswich Investment Management Beverly, Massachusetts	$273K	-$13.1K	1	0.12%	Reduced
770	Evercore Wealth Management New York	$266K	-$14.6K	2	0.01%	Reduced
771	WesBanco Bank Wheeling, West Virginia	$266K	-$37.5K	1	0.02%	Reduced
772	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$263K	-$13.1K	1	0.05%	Reduced
773	WIC Water Island Capital New York	$263K	+$225K	1	0.02%	New
774	SWA Sutton Wealth Advisors Tampa, Florida	$261K	-$3.33K	3	0.23%	Reduced
775	OAM Oxford Asset Management Oxford, United Kingdom	$259K	-$9.6M	1	0.01%	Reduced