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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	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$73K	+$61.3K	2	0.05%	New
777	SSB Sandy Spring Bank Olney, Maryland	$67K	+$7.96K	1	0.01%	Increased
778	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$67K	+$65.4K	1	0.02%	New
779	Stephens Inc Little Rock, Arkansas	$67K	-$321	1	0%	Reduced
780	SCM Southport Capital Management Chattanooga, Tennessee	$64K	+$64.6K	1	0.04%	New
781	FO FT Options Chicago, Illinois	$63K	+$63.4K	1	0.05%	New
782	SIG Schooner Investment Group Wayne, Pennsylvania	$63K	-$56.8K	1	0.15%	Reduced
783	SignatureFD Atlanta, Georgia	$56K	-$87.5K	2	0.01%	Reduced
784	Rockefeller Financial Services New York	$55K	$0	1	0%	Maintained
785	AIM Advantage Investment Management Cedar Rapids, Iowa	$53K	+$15.1K	2	0.02%	Increased
786	NYLT New York Life Trust New York	$50K	-$66.3K	1	0.24%	Reduced
787	DVM Dreman Value Management West Palm Beach, Florida	$49K	+$35.6K	1	0.03%	Increased
788	RFA Reilly Financial Advisors La Mesa, California	$49K	+$13K	2	0.01%	Increased
789	Whittier Trust South Pasadena, California	$48K	$0	2	0%	Maintained
790	CHAM Clear Harbor Asset Management Stamford, Connecticut	$46K	-$634K	1	0.01%	Reduced
791	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$46K	-$114	2	0.05%	Reduced
792	RCG Ruggie Capital Group Tavares, Florida	$46K	$0	1	0.04%	Maintained
793	NFG Next Financial Group Houston, Texas	$42K	$0	2	0.01%	Maintained
794	JSAM J. Safra Asset Management New York	$39K	+$37.3K	1	0.06%	New
795	First Manhattan New York	$37K	$0	2	0%	Maintained
796	LJHT Laurie J. Hall Trustee	$37K	+$18.5K	1	0.02%	Increased
797	BAM Brave Asset Management Summit, New Jersey	$36K	$0	1	0.02%	Maintained
798	GAM Gemmer Asset Management Walnut Creek, California	$36K	$0	3	0.02%	Maintained
799	AW Alpha Windward Westwood, Massachusetts	$35K	+$33.7K	1	0.03%	New
800	SPM Symmetry Peak Management Radnor, Pennsylvania	$34K	+$28.4K	1	0.01%	New