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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	CCP Corient Capital Partners Newport Beach, California	$202K	+$173K	1	0.04%	New
777	IB Intrust Bank Wichita, Kansas	$201K	+$193K	1	0.08%	New
778	RIL Rothschild Investment LLC Chicago, Illinois	$198K	+$2.12K	1	0.02%	Increased
779	JGC J. Goldman & Co New York	$197K	-$2.62M	1	0.01%	Reduced
780	RBF Capital San Francisco, California	$196K	$0	1	0.03%	Maintained
781	ANRIA American National Registered Investment Advisor Galveston, Texas	$192K	-$17.5K	1	0.09%	Reduced
782	MNBTD Moody National Bank Trust Division Galveston, Texas	$191K	-$17.5K	1	0.01%	Reduced
783	CB Chemical Bank Detroit, Michigan	$187K	-$13.7K	1	0.03%	Reduced
784	PMG ProVise Management Group Clearwater, Florida	$187K	$0	1	0.03%	Maintained
785	CAIMH Central Asset Investments & Management Holdings Hong Kong	$185K	-$349K	1	0.13%	Reduced
786	NYLT New York Life Trust New York	$183K	+$114K	2	0.9%	Increased
787	AIM Acrospire Investment Management Chicago, Illinois	$177K	-$28.5K	2	0.12%	Reduced
788	BCM Bayesian Capital Management Brooklyn, New York	$172K	+$159K	1	0.11%	New
789	Geneos Wealth Management Englewood, Colorado	$171K	-$16.8K	3	0.02%	Reduced
790	OC Oakworth Capital Birmingham, Alabama	$167K	-$5.72K	2	0.06%	Reduced
791	Quadrant Capital Group Cincinnati, Ohio	$162K	+$6.37K	3	0.11%	Increased
792	BC Barnett & Company Chattanooga, Tennessee	$153K	$0	1	0.08%	Maintained
793	LWM LBA Wealth Management Jacksonville, Florida	$144K	$0	1	0.08%	Maintained
794	PTC Petrus Trust Company Dallas, Texas	$143K	+$133K	1	0.03%	New
795	Wealthspire Advisors (Maryland) Potomac, Maryland	$143K	+$5.24K	3	0.02%	Increased
796	TG TLP Group Evanston, Illinois	$132K	+$127K	1	0.14%	New
797	PC Palo Capital Newport Beach, California	$130K	+$137K	1	0.09%	New
798	CA CapWealth Advisors Franklin, Tennessee	$127K	-$878K	1	0.03%	Reduced
799	BA BKS Advisors Southfield, Michigan	$125K	+$107K	1	0.06%	New
800	GLI Guardian Life Insurance New York	$125K	+$742	2	0.01%	Increased