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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	SC SRB Corp Boston, Massachusetts	$293K	-$8.22K	2	0.04%	Reduced
777	Tower Research Capital (TRC) New York	$293K	-$1.57M	5	0.03%	Reduced
778	GLI Guardian Life Insurance New York	$287K	+$960	2	0.03%	Increased
779	PPCM Pillar Pacific Capital Management Pacifica, California	$276K	$0	1	0.05%	Maintained
780	YMRC Yorktown Management & Research Company Forest, Virginia	$274K	$0	1	0.06%	Maintained
781	MSI Financial Services Springfield, Massachusetts	$272K	+$31.4K	2	0.03%	Increased
782	MVA Mount Vernon Associates Baltimore, Maryland	$271K	-$9.93K	1	0.62%	Reduced
783	Fulton Bank Lancaster, Pennsylvania	$269K	+$254K	1	0.03%	New
784	SCA Secor Capital Advisors New York	$269K	+$78.3K	2	0.11%	Increased
785	OC Oakworth Capital Birmingham, Alabama	$266K	$0	1	0.14%	Maintained
786	RegentAtlantic Capital Morristown, New Jersey	$264K	+$252K	3	0.02%	New
787	Stratos Wealth Partners Beachwood, Ohio	$257K	+$25.7K	1	0.05%	Increased
788	Williams Jones & Associates New York	$256K	+$1.66K	1	0.01%	Increased
789	New York Life Investment Management New York	$255K	+$241K	1	0.03%	New
790	HC HHG & Company Darien, Connecticut	$251K	+$2.22K	1	0.06%	Increased
791	PSI Pinnacle Summer Investments Fairfax, Virginia	$251K	+$15.9K	2	0.03%	Increased
792	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$249K	+$235K	1	0.02%	New
793	Savant Capital Rockford, Illinois	$248K	+$3.97K	1	0.09%	Increased
794	CA Cornerstone Advisors Asheville, North Carolina	$245K	$0	1	0.05%	Maintained
795	WC Whitney & Co Rochester, New York	$240K	+$227K	1	0.11%	New
796	Driehaus Capital Management Chicago, Illinois	$238K	-$336K	1	0.01%	Reduced
797	GVT Genesee Valley Trust Pittsford, New York	$235K	+$222K	1	0.15%	New
798	AC Addison Capital Conshohocken, Pennsylvania	$232K	+$220K	1	0.2%	New
799	Ferguson Wellman Capital Management Portland, Oregon	$230K	$0	1	0.01%	Maintained
800	SI SII Investments Appleton, Wisconsin	$230K	+$218K	1	0.03%	New