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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
801	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$229K	+$216K	1	0.17%	New
802	BC Banced Corp Edwardsville, Illinois	$228K	-$3.72K	1	0.25%	Reduced
803	MSU Maple Securities USA Jersey City, New Jersey	$227K	-$627K	1	0.02%	Reduced
804	First Manhattan New York	$226K	+$179K	2	0%	Increased
805	DAM Delta Asset Management Memphis, Tennessee	$223K	$0	1	0.04%	Maintained
806	Cetera Advisor Networks El Segundo, California	$222K	-$2.27K	1	0.02%	Reduced
807	FWM Frontier Wealth Management Kansas City, Missouri	$222K	+$210K	1	0.04%	New
808	AAM Azzad Asset Management Falls Church, Virginia	$221K	+$216K	1	0.12%	New
809	RNS Robert N. Shapiro	$219K	-$11.4K	2	0.04%	Reduced
810	Cannell & Spears New York	$214K	+$209K	1	0.02%	New
811	WTB Washington Trust Bank Spokane, Washington	$211K	+$85.9K	2	0.06%	Increased
812	Davenport & Co Richmond, Virginia	$211K	+$199K	1	0%	New
813	UR USCA RIA Houston, Texas	$210K	$0	1	0.06%	Maintained
814	WAM Weatherly Asset Management Del Mar, California	$209K	+$205K	1	0.09%	New
815	CIM Contravisory Investment Management Norwell, Massachusetts	$206K	$0	1	0.04%	Maintained
816	WIL Winifred I. Li	$205K	+$3.24K	2	0.19%	Increased
817	Park National Corp Newark, Ohio	$205K	+$194K	1	0.01%	New
818	KIA KCM Investment Advisors Greenbrae, California	$202K	-$38.7K	1	0.02%	Reduced
819	FMT First Mercantile Trust Cordova, Tennessee	$200K	-$76.7K	1	0.02%	Reduced
820	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$191K	+$185K	2	0.03%	New
821	Hillsdale Investment Management Toronto, Ontario, Canada	$191K	$0	2	0.05%	Maintained
822	CL CSS LLC Chicago, Illinois	$189K	-$1.46M	1	0.01%	Reduced
823	Central Trust Company Jefferson City, Missouri	$182K	+$11.3K	2	0.01%	Increased
824	NYLT New York Life Trust New York	$182K	-$71K	2	0.72%	Reduced
825	WRM Westport Resources Management Westport, Connecticut	$180K	$0	1	0.05%	Maintained