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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	Grove Bank & Trust Miami, Florida	$827K	+$17.7K	2	0.36%	Increased
802	Aviance Capital Partners Naples, Florida	$826K	+$866K	1	0.27%	New
803	JCM Jafra Capital Management New York	$822K	-$3.99M	1	0.23%	Reduced
804	Lombard Odier Asset Management (Europe) London, United Kingdom	$822K	-$100K	2	0.05%	Reduced
805	Boston Partners Boston, Massachusetts	$820K	-$30.2K	1	0%	Reduced
806	United Asset Strategies Garden City, New York	$820K	-$85.6K	2	0.22%	Reduced
807	NorthCoast Asset Management Greenwich, Connecticut	$814K	+$852K	1	0.07%	New
808	Apriem Advisors Irvine, California	$809K	+$350K	2	0.2%	Increased
809	BLA Balter Liquid Alternatives Boston, Massachusetts	$806K	+$861K	1	0.8%	New
810	PFT Providence First Trust Scottsdale, Arizona	$804K	+$843K	1	0.72%	New
811	Petrus Trust Company Dallas, Texas	$802K	+$250K	2	0.2%	Increased
812	Richard Bernstein Advisors New York	$801K	+$847K	2	0.04%	New
813	Calton & Associates Tampa, Florida	$790K	+$755K	2	0.2%	New
814	KSA Ken Stern & Associates San Diego, California	$784K	-$21.3K	2	0.34%	Reduced
815	Summit Trail Advisors New York	$775K	+$772K	3	0.1%	New
816	FRA Front Row Advisors Tiburon, California	$768K	+$804K	2	0.61%	New
817	Fukoku Mutual Life Insurance Tokyo, Japan	$763K	-$1.09M	2	0.12%	Reduced
818	BerganKDV Wealth Management Bloomington, Minnesota	$759K	+$150K	1	0.18%	Increased
819	SII Investments Appleton, Wisconsin	$757K	-$104K	1	0.08%	Reduced
820	Cetera Investment Advisers Schaumburg, Illinois	$749K	+$141K	1	0.14%	Increased
821	Lido Advisors Los Angeles, California	$749K	+$79K	2	0.11%	Increased
822	Ardsley Advisory Partners Stamford, Connecticut	$740K	+$35.4K	1	0.09%	Increased
823	Independent Advisor Alliance Charlotte, North Carolina	$737K	+$94.9K	1	0.16%	Increased
824	All Terrain Financial Advisors Coon Rapids, Minnesota	$736K	+$771K	1	0.34%	New
825	First Interstate Bank Billings, Montana	$725K	-$24.6K	2	0.15%	Reduced