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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	BWM BerganKDV Wealth Management Bloomington, Minnesota	$216K	+$207K	1	0.07%	New
802	Geneos Wealth Management Englewood, Colorado	$216K	+$8.13K	3	0.03%	Increased
803	Fiduciary Trust Boston, Massachusetts	$214K	+$206K	1	0.01%	New
804	KA KLCM Advisors Milwaukee, Wisconsin	$214K	+$206K	1	0.06%	New
805	Bailard Foster City, California	$211K	+$203K	1	0.02%	New
806	ANI American National Insurance Galveston, Texas	$210K	-$1.65M	1	0.01%	Reduced
807	Scotia Capital Toronto, Ontario, Canada	$210K	-$150K	1	0%	Reduced
808	SM Seminole Management New York	$208K	+$178K	1	0.04%	New
809	CC Courier Capital Buffalo, New York	$205K	-$91.6K	1	0.04%	Reduced
810	CCA Checchi Capital Advisers Beverly Hills, California	$201K	+$193K	1	0.03%	New
811	Wealthspire Advisors (Maryland) Potomac, Maryland	$198K	+$23.3K	3	0.03%	Increased
812	Quantbot Technologies New York	$191K	-$2.63M	1	0.02%	Reduced
813	AA Apriem Advisors Irvine, California	$189K	-$83.1K	2	0.06%	Reduced
814	OC Oakworth Capital Birmingham, Alabama	$188K	+$4.7K	2	0.06%	Increased
815	Quadrant Capital Group Cincinnati, Ohio	$188K	-$880	3	0.09%	Reduced
816	Plancorp LLC Saint Louis, Missouri	$168K	+$160K	1	0.05%	New
817	State of Alaska Department of Revenue Juneau, Alaska	$163K	+$154K	1	0.02%	New
818	WTB Washington Trust Bank Spokane, Washington	$161K	-$109K	2	0.04%	Reduced
819	GLI Guardian Life Insurance New York	$153K	+$4.85K	2	0.02%	Increased
820	HBK Investments Dallas, Texas	$152K	-$786K	1	0%	Reduced
821	LWM LBA Wealth Management Jacksonville, Florida	$144K	-$16.3K	1	0.08%	Reduced
822	PAM PT Asset Management Chicago, Illinois	$143K	-$182K	1	0.03%	Reduced
823	WhitTier Trust Company Reno, Nevada	$135K	$0	1	0.01%	Maintained
824	CPA Cowen Prime Advisors New York	$128K	$0	1	0.07%	Maintained
825	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$126K	-$1.02K	1	0.01%	Reduced