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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	NPC National Planning Corporation El Segundo, California	$428K	-$17.7K	1	0.03%	Reduced
752	Jaffetilchin Investment Partners Tampa, Florida	$427K	-$251K	1	0.11%	Reduced
753	Ballentine Partners Waltham, Massachusetts	$420K	+$386K	1	0.03%	New
754	Private Trust Company Cleveland, Ohio	$416K	-$837K	1	0.1%	Reduced
755	Kovack Advisors Ft. Lauderdale, Florida	$412K	+$348K	1	0.16%	New
756	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$402K	$0	2	0.33%	Maintained
757	CFIC City Financial Investment Company London, United Kingdom	$400K	-$17.8K	1	0.06%	Reduced
758	Guardian Capital (Canada) Toronto, Ontario, Canada	$400K	+$20.2K	1	0.01%	Increased
759	EGA E&G Advisors Houston, Texas	$398K	$0	1	0.2%	Maintained
760	LMR Partners London, United Kingdom	$398K	-$573K	1	0.04%	Reduced
761	Forvis Mazars Wealth Advisors Springfield, Missouri	$391K	+$26.3K	1	0.05%	Increased
762	Intrust Bank Wichita, Kansas	$390K	+$41.1K	1	0.14%	Increased
763	FRM Fox Run Management Greenwich, Connecticut	$378K	-$189K	1	0.15%	Reduced
764	Whitney & Co Rochester, New York	$377K	-$52.9K	1	0.14%	Reduced
765	Private Advisory Group Redmond, Washington	$371K	-$17.1K	1	0.25%	Reduced
766	Segment Wealth Management Houston, Texas	$371K	+$314K	1	0.12%	New
767	Baring Asset Management London, United Kingdom	$370K	+$313K	1	0.03%	New
768	Wedbush Securities Los Angeles, California	$367K	+$310K	1	0.05%	New
769	NWQ Investment Management Company Los Angeles, California	$365K	$0	1	0%	Maintained
770	IIM Ipswich Investment Management Beverly, Massachusetts	$360K	$0	1	0.16%	Maintained
771	Stratos Wealth Partners Beachwood, Ohio	$357K	+$69.5K	1	0.02%	Increased
772	ACM Americafirst Capital Management Roseville, California	$353K	+$324K	1	0.42%	New
773	GCA Gideon Capital Advisors New York	$353K	+$67.8K	1	0.21%	Increased
774	HBK Investments Dallas, Texas	$351K	+$191K	1	0%	Increased
775	Wealthspire Advisors (Maryland) Potomac, Maryland	$349K	+$81.9K	4	0.05%	Increased