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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	CPA Cowen Prime Advisors New York	$124K	$0	1	0.06%	Maintained
802	WhitTier Trust Company Reno, Nevada	$121K	$0	1	0.01%	Maintained
803	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$114K	-$29.6K	1	0.01%	Reduced
804	Welch & Forbes Boston, Massachusetts	$109K	$0	1	0%	Maintained
805	NFG Next Financial Group Houston, Texas	$105K	+$46.9K	2	0.02%	Increased
806	JFA JNBA Financial Advisors Bloomington, Minnesota	$101K	+$77.6K	3	0.01%	Increased
807	SignatureFD Atlanta, Georgia	$101K	+$30.1K	3	0.01%	Increased
808	FIB First Interstate Bank Billings, Montana	$96K	+$3.09K	2	0.02%	Increased
809	EDRM Edmond de Rothschild (Monaco) Monaco	$89K	+$76.3K	1	0.08%	New
810	3C 361 Capital Denver, Colorado	$75K	-$28.3K	1	0.69%	Reduced
811	Stephens Inc Little Rock, Arkansas	$75K	-$455	1	0%	Reduced
812	Huntington National Bank Columbus, Ohio	$74K	-$25.5K	3	0%	Reduced
813	SSB Sandy Spring Bank Olney, Maryland	$74K	-$10.7K	1	0.01%	Reduced
814	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$69K	-$23K	1	0.01%	Reduced
815	CHAM Clear Harbor Asset Management Stamford, Connecticut	$63K	-$3.33K	1	0.01%	Reduced
816	AIM Advantage Investment Management Cedar Rapids, Iowa	$62K	$0	2	0.02%	Maintained
817	Rockefeller Financial Services New York	$62K	$0	1	0%	Maintained
818	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$58K	+$4.78K	2	0.05%	Increased
819	FMT First Mercantile Trust Cordova, Tennessee	$57K	-$54.6K	1	0.01%	Reduced
820	TDC Thompson Davis & Co Richmond, Virginia	$57K	+$44.6K	2	0.1%	Increased
821	RFA Reilly Financial Advisors La Mesa, California	$56K	-$2.26K	2	0.01%	Reduced
822	DVM Dreman Value Management West Palm Beach, Florida	$55K	$0	1	0.03%	Maintained
823	Whittier Trust South Pasadena, California	$53K	-$1.75K	2	0%	Reduced
824	Advisory Services Network Atlanta, Georgia	$51K	+$14.8K	2	0.01%	Increased
825	Chicago Partners Investment Group Chicago, Illinois	$48K	+$41.2K	1	0.02%	New