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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	GW & Wade Wellesley, Massachusetts	$539K	+$293	1	0.07%	Increased
752	HIC Holderness Investments Company Greensboro, North Carolina	$537K	+$541K	2	0.28%	New
753	GIM Greylin Investment Management Orange, Virginia	$524K	-$805K	1	0.12%	Reduced
754	WC Wexford Capital West Palm Beach, Florida	$520K	+$509K	1	0.04%	New
755	BFG Beacon Financial Group Dallas, Texas	$516K	-$201K	1	0.1%	Reduced
756	WIS Wright Investors Service Shelton, Connecticut	$515K	-$251K	1	0.19%	Reduced
757	CCM CrestPoint Capital Management Four Seasons, Missouri	$509K	-$528K	1	0.24%	Reduced
758	AW Alpha Windward Westwood, Massachusetts	$507K	-$139K	3	0.33%	Reduced
759	Gofen & Glossberg Chicago, Illinois	$505K	-$29.3K	1	0.02%	Reduced
760	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$504K	-$5.86M	1	0.07%	Reduced
761	CFIC City Financial Investment Company London, United Kingdom	$503K	+$87.2K	1	0.06%	Increased
762	CC Courier Capital Buffalo, New York	$500K	$0	2	0.09%	Maintained
763	IndexIQ Advisors New York	$495K	+$515K	1	0.02%	New
764	Scharf Investments Los Gatos, California	$495K	+$513K	1	0.01%	New
765	Tiedemann Advisors New York	$495K	+$485K	1	0.04%	New
766	WCM Washington Capital Management Seattle, Washington	$495K	-$159K	1	0.56%	Reduced
767	Stratos Wealth Partners Beachwood, Ohio	$490K	+$100K	1	0.03%	Increased
768	Tower Research Capital (TRC) New York	$490K	+$450K	2	0.06%	Increased
769	CWM Catamount Wealth Management Westport, Connecticut	$489K	+$507K	1	0.3%	New
770	Signature Estate & Investment Advisors Los Angeles, California	$489K	-$99K	1	0.06%	Reduced
771	DLHL Donald L. Hagan LLC Sarasota, Florida	$480K	+$29.3K	1	0.45%	Increased
772	ACM Americafirst Capital Management Roseville, California	$472K	+$85.5K	1	0.6%	Increased
773	ADGIPS2 AmericaFirst Defensive Growth & Income Portfolio Series 2 Roseville, California	$472K	+$489K	1	0.6%	New
774	GC Gratry & Company Beachwood, Ohio	$472K	+$490K	1	0.58%	New
775	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$471K	+$129K	2	0.09%	Increased