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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
776	GAM Gemmer Asset Management Walnut Creek, California	$38K	+$518	2	0.03%	Increased
777	VIA Vantage Investment Advisors State College, Pennsylvania	$37K	+$13.6K	2	0.02%	Increased
778	AW Alpha Windward Westwood, Massachusetts	$33K	-$15.8K	1	0.02%	Reduced
779	DSC Duncker Streett & Co St. Louis, Missouri	$33K	$0	1	0.01%	Maintained
780	MAS Madden Advisory Services Jacksonville, Florida	$33K	$0	1	0.02%	Maintained
781	BPBT Boston Private Bank & Trust Boston, Massachusetts	$30K	$0	1	0%	Maintained
782	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$30K	+$1.8K	2	0.02%	Increased
783	LNB Ledyard National Bank	$27K	$0	2	0%	Maintained
784	MIC MU Investments Company Tokyo, Japan	$27K	$0	1	0.01%	Maintained
785	ClearBridge Investments New York	$26K	+$21.8K	1	0%	New
786	PineBridge Investments New York	$24K	$0	1	0%	Maintained
787	RFA Reilly Financial Advisors La Mesa, California	$21K	$0	1	0.01%	Maintained
788	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	+$15.8K	1	0.02%	New
789	HFM Hartford Financial Management Hartford, Connecticut	$18K	$0	1	0.01%	Maintained
790	TFO Tarbox Family Office Newport Beach, California	$17K	$0	2	0.02%	Maintained
791	MassMutual Private Wealth & Trust Windsor, Connecticut	$16.3K	$0	2	0.01%	Maintained
792	IC IKOS CIF Limassol, Cyprus	$15K	-$961K	1	0.05%	Reduced
793	First Horizon Advisors Memphis, Tennessee	$14K	+$6.94K	1	0%	Increased
794	AP Advisors Preferred Rockville, Maryland	$11.6K	+$9.57K	1	0.01%	New
795	AA Apriem Advisors Irvine, California	$10K	$0	1	0%	Maintained
796	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$9K	+$3.22K	2	0.01%	Increased
797	PSI Pinnacle Summer Investments Fairfax, Virginia	$8K	+$6.82K	1	0%	New
798	SNT Security National Trust Wheeling, West Virginia	$8K	$0	1	0%	Maintained
799	RIA Regal Investment Advisors Kentwood, Michigan	$7K	-$4.09K	1	0%	Reduced
800	Colony Group Boston, Massachusetts	$6K	$0	1	0%	Maintained