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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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$58K	-$118K	2	0.01%	Reduced
777	IMS Index Management Solutions Philadelphia, Pennsylvania	$57K	+$16.4K	2	0.05%	Increased
778	EPM Equitec Proprietary Markets Chicago, Illinois	$55K	+$77.3K	1	0%	New
779	Rockefeller Financial Services New York	$53K	$0	1	0%	Maintained
780	Global X Management Company New York	$51K	-$5.99M	2	0%	Reduced
781	TF Tompkins Financial Ithaca, New York	$49K	+$47.1K	1	0.01%	New
782	TCM Tradewinds Capital Management Bellingham, Washington	$46K	+$12K	3	0.03%	Increased
783	FWM Focused Wealth Management Newburgh, New York	$44K	+$56.9K	1	0.03%	Increased
784	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$43K	+$32.6K	2	0.02%	Increased
785	SSB Sandy Spring Bank Olney, Maryland	$41K	+$57.6K	1	0%	New
786	TFA Transamerica Financial Advisors St. Petersburg, Florida	$41K	$0	1	0%	Maintained
787	GAM Gemmer Asset Management Walnut Creek, California	$40K	-$3.46K	2	0.02%	Reduced
788	LI LVZ Inc Holland, Michigan	$37K	+$7.49K	1	0.02%	Increased
789	Brookstone Capital Management Wheaton, Illinois	$33K	+$34.5K	3	0%	New
790	AWS Aris Wealth Services State College, Pennsylvania	$32K	+$31K	1	0.03%	New
791	MIC MU Investments Company Tokyo, Japan	$32K	$0	1	0.02%	Maintained
792	VIA Vantage Investment Advisors State College, Pennsylvania	$31K	-$34.8K	2	0.02%	Reduced
793	Benjamin F. Edwards & Company St. Louis, Missouri	$30K	+$13.3K	3	0.01%	Increased
794	Loomis, Sayles & Company Boston, Massachusetts	$30K	-$417K	1	0%	Reduced
795	WRM Westport Resources Management Westport, Connecticut	$30K	+$16.8K	1	0.01%	Increased
796	Capital Guardian Trust Los Angeles, California	$24K	$0	2	0%	Maintained
797	PO Private Ocean San Rafael, California	$24K	$0	1	0.02%	Maintained
798	RFA Reilly Financial Advisors La Mesa, California	$24K	$0	1	0%	Maintained
799	IPC Independent Portfolio Consultants Boca Raton, Florida	$23K	+$18K	1	0%	Increased
800	LNB Ledyard National Bank	$23K	+$2.36K	2	0%	Increased