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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	PCM Perritt Capital Management Chicago, Illinois	$347K	+$293K	1	0.09%	New
777	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$341K	-$3.81K	1	0.07%	Reduced
778	Cetera Advisors Denver, Colorado	$337K	-$28.7K	1	0.02%	Reduced
779	VFA Voya Financial Advisors Windsor, Connecticut	$335K	+$287K	1	0.03%	New
780	WAM Weatherly Asset Management Del Mar, California	$335K	$0	1	0.1%	Maintained
781	DAM Delta Asset Management Memphis, Tennessee	$334K	$0	1	0.05%	Maintained
782	CM Crestline Management Fort Worth, Texas	$331K	-$246K	1	0.06%	Reduced
783	CIAN Capstone Investment Advisors (Netherlands) New York	$324K	-$64.6K	1	0.92%	Reduced
784	NL NWAM LLC Mercer Island, Washington	$318K	-$11.4K	1	0.1%	Reduced
785	PCM Perkins Capital Management Wayzata, Minnesota	$318K	$0	1	0.33%	Maintained
786	FineMark National Bank & Trust Fort Myers, Florida	$316K	-$18.4K	1	0.02%	Reduced
787	NCM Narwhal Capital Management Marietta, Georgia	$316K	-$1.83K	1	0.09%	Reduced
788	ANRIA American National Registered Investment Advisor Galveston, Texas	$312K	$0	1	0.13%	Maintained
789	BWM BerganKDV Wealth Management Bloomington, Minnesota	$312K	+$46.3K	1	0.09%	Increased
790	MNBTD Moody National Bank Trust Division Galveston, Texas	$312K	$0	1	0.02%	Maintained
791	Quadrature Capital London, United Kingdom	$311K	-$3.15M	2	0.02%	Reduced
792	SIM SSI Investment Management Los Angeles, California	$304K	-$353	1	0.03%	Reduced
793	PMG ProVise Management Group Clearwater, Florida	$303K	$0	1	0.05%	Maintained
794	Smithfield Trust Pittsburgh, Pennsylvania	$303K	-$80.4K	1	0.05%	Reduced
795	SFSIG San Francisco Sentry Investment Group San Francisco, California	$299K	+$273K	1	0.16%	New
796	KP Keel Point Huntsville, Alabama	$296K	+$1.06K	1	0.06%	Increased
797	RIL Rothschild Investment LLC Chicago, Illinois	$290K	-$24.4K	1	0.03%	Reduced
798	DTL Dynamic Technology Lab Singapore	$288K	+$58.9K	1	0.07%	Increased
799	SWA Sutton Wealth Advisors Tampa, Florida	$287K	-$24.2K	3	0.24%	Reduced
800	KIA KCM Investment Advisors Greenbrae, California	$282K	-$73.1K	1	0.02%	Reduced