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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	AW Alpha Windward Westwood, Massachusetts	$36K	$0	1	0.03%	Maintained
777	First Manhattan New York	$36K	-$14K	2	0%	Reduced
778	VIA Vantage Investment Advisors State College, Pennsylvania	$36K	$0	2	0.02%	Maintained
779	DSC Duncker Streett & Co St. Louis, Missouri	$34K	$0	1	0.01%	Maintained
780	MAS Madden Advisory Services Jacksonville, Florida	$34K	$0	1	0.02%	Maintained
781	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$34K	-$16.2K	1	0.01%	Reduced
782	BPBT Boston Private Bank & Trust Boston, Massachusetts	$31K	$0	1	0%	Maintained
783	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$31K	-$1.78K	2	0.02%	Reduced
784	MIC MU Investments Company Tokyo, Japan	$30K	$0	1	0.01%	Maintained
785	LNB Ledyard National Bank	$29K	$0	2	0.01%	Maintained
786	FM Forward Management San Francisco, California	$28K	+$27.1K	1	0%	New
787	ClearBridge Investments New York	$27K	$0	1	0%	Maintained
788	RFA Reilly Financial Advisors La Mesa, California	$22K	$0	1	0.01%	Maintained
789	TFO Tarbox Family Office Newport Beach, California	$20K	+$712	2	0.02%	Increased
790	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	-$874	1	0.02%	Reduced
791	HFM Hartford Financial Management Hartford, Connecticut	$16K	$0	1	0.01%	Maintained
792	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$15K	-$64.8K	1	0.01%	Reduced
793	SNT Security National Trust Wheeling, West Virginia	$15K	+$5.99K	1	0.01%	Increased
794	ZAM Zenit Asset Management Stockholm, Sweden	$13K	+$12.3K	1	0%	New
795	First Horizon Advisors Memphis, Tennessee	$12K	$0	1	0%	Maintained
796	NES New England Securities New York	$11K	-$97.1K	1	0%	Reduced
797	AA Apriem Advisors Irvine, California	$10K	+$745	2	0%	Increased
798	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$8K	-$1.38K	2	0.01%	Reduced
799	LWA Lenox Wealth Advisors New York	$7K	$0	1	0%	Maintained
800	RIA Regal Investment Advisors Kentwood, Michigan	$7K	+$551	1	0%	Increased