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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	PTC Private Trust Company Cleveland, Ohio	$467K	+$9.24K	1	0.1%	Increased
777	FPF FNY Partners Fund New York	$463K	-$390K	2	0.11%	Reduced
778	TSS Two Sigma Securities New York	$461K	-$1.88M	3	0.09%	Reduced
779	SGA Strategic Global Advisors Newport Beach, California	$456K	-$238K	1	0.17%	Reduced
780	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$454K	+$471K	1	0.08%	New
781	Ballentine Partners Waltham, Massachusetts	$451K	-$77K	1	0.03%	Reduced
782	Wedbush Securities Los Angeles, California	$449K	+$68.2K	1	0.06%	Increased
783	Hillsdale Investment Management Toronto, Ontario, Canada	$442K	-$67.5K	1	0.09%	Reduced
784	PPCM Pillar Pacific Capital Management Pacifica, California	$442K	-$33K	1	0.06%	Reduced
785	EGA E&G Advisors Houston, Texas	$438K	$0	1	0.21%	Maintained
786	SWM Segment Wealth Management Houston, Texas	$436K	+$51.2K	1	0.12%	Increased
787	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$427K	$0	2	0.35%	Maintained
788	BCM Bourgeon Capital Management Darien, Connecticut	$425K	+$299K	2	0.27%	Increased
789	NPC National Planning Corporation El Segundo, California	$425K	-$11K	1	0.03%	Reduced
790	Capital Advisors Inc Tulsa, Oklahoma	$424K	+$440K	1	0.03%	New
791	FBFS First Business Financial Services Madison, Wisconsin	$418K	+$434K	1	0.09%	New
792	Saturna Capital Bellingham, Washington	$417K	-$49.3K	1	0.01%	Reduced
793	IR Invictus RG Hamilton, Bermuda	$415K	-$131K	1	0.3%	Reduced
794	Wealthspire Advisors (Maryland) Potomac, Maryland	$402K	+$47.1K	4	0.05%	Increased
795	Forvis Mazars Wealth Advisors Springfield, Missouri	$401K	-$30.6K	1	0.05%	Reduced
796	First National Trust Hermitage, Pennsylvania	$398K	-$81.9K	1	0.05%	Reduced
797	GCA Greenwood Capital Associates Greenwood, South Carolina	$398K	-$3.62M	1	0.1%	Reduced
798	SLF Sun Life Financial Toronto, Ontario, Canada	$393K	+$392K	2	0.04%	Increased
799	Bessemer Group Woodbridge, New Jersey	$391K	+$160K	2	0%	Increased
800	LCP Legacy Capital Partners Milwaukee, Wisconsin	$384K	+$398K	1	0.21%	New