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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	AGM Alpine Global Management New York	$538K	+$449K	2	0.16%	New
802	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$531K	-$355K	1	0.37%	Reduced
803	PFA Paradigm Financial Advisors Des Peres, Missouri	$519K	+$31.6K	1	0.25%	Increased
804	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$518K	+$185K	2	0.04%	Increased
805	LCP Legacy Capital Partners Milwaukee, Wisconsin	$516K	+$12K	1	0.27%	Increased
806	Ballentine Partners Waltham, Massachusetts	$513K	+$2.6K	1	0.03%	Increased
807	Cetera Advisor Networks El Segundo, California	$513K	+$232K	2	0.02%	Increased
808	MUS Mitsubishi UFJ Securities Tokyo, Japan	$508K	+$214K	2	2.43%	Increased
809	PCM Piermont Capital Management St. Louis, Missouri	$505K	-$508K	1	0.17%	Reduced
810	FC Ferris Capital Marlborough, Massachusetts	$503K	-$138K	1	0.25%	Reduced
811	Bessemer Group Woodbridge, New Jersey	$499K	-$12.8K	2	0%	Reduced
812	First National Trust Hermitage, Pennsylvania	$499K	-$20.3K	1	0.06%	Reduced
813	NIMC NWQ Investment Management Company Los Angeles, California	$497K	$0	1	0.01%	Maintained
814	WAM Weatherly Asset Management Del Mar, California	$482K	$0	1	0.13%	Maintained
815	DAM Delta Asset Management Memphis, Tennessee	$481K	$0	1	0.07%	Maintained
816	GIM Greylin Investment Management Orange, Virginia	$475K	-$173K	1	0.11%	Reduced
817	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$473K	-$71K	2	0.37%	Reduced
818	Geneos Wealth Management Englewood, Colorado	$472K	+$27.8K	3	0.05%	Increased
819	Guardian Capital (Canada) Toronto, Ontario, Canada	$467K	+$21.1K	1	0.01%	Increased
820	PCM Perritt Capital Management Chicago, Illinois	$466K	+$1.58K	1	0.12%	Increased
821	Caprock Group Boise, Idaho	$463K	+$38.9K	2	0.1%	Increased
822	GEM Global Endowment Management Charlotte, North Carolina	$463K	-$16.2K	1	0.07%	Reduced
823	WCM Washington Capital Management Seattle, Washington	$463K	-$162K	1	0.49%	Reduced
824	IIM Ipswich Investment Management Beverly, Massachusetts	$462K	$0	1	0.21%	Maintained
825	AA Apriem Advisors Irvine, California	$461K	+$370K	1	0.11%	New