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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
826	Huntington National Bank Columbus, Ohio	$177K	+$171K	2	0%	New
827	LWM LBA Wealth Management Jacksonville, Florida	$174K	$0	1	0.12%	Maintained
828	Shinko Asset Management Company Tokyo, Japan	$173K	-$24.3K	2	0%	Reduced
829	AMM American Money Management Rancho Santa Fe, California	$166K	$0	1	0.14%	Maintained
830	TDC Thompson Davis & Co Richmond, Virginia	$155K	-$24.3K	2	0.18%	Reduced
831	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$151K	+$148K	1	0.02%	New
832	BRWM B. Riley Wealth Management Memphis, Tennessee	$150K	+$62.9K	1	0.12%	Increased
833	OAM Orinda Asset Management Lafayette, California	$144K	+$137K	1	0.16%	New
834	PM Platinum Management New York	$130K	-$2.1M	1	0.28%	Reduced
835	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$125K	-$65.3K	2	0.26%	Reduced
836	MPAM Monarch Partners Asset Management Boston, Massachusetts	$115K	+$105K	1	0.03%	New
837	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$107K	$0	1	0.09%	Maintained
838	WhitTier Trust Company Reno, Nevada	$101K	$0	1	0.01%	Maintained
839	CHP Cable Hill Partners Portland, Oregon	$90K	+$86.3K	2	0.09%	New
840	FNYS First New York Securities New York	$87.3K	+$85.3K	1	0.16%	New
841	FMA FNY Managed Accounts New York	$84K	+$79.5K	1	0.1%	New
842	Rockefeller Financial Services New York	$84K	+$31.7K	2	0%	Increased
843	Colony Group Boston, Massachusetts	$78K	-$8K	1	0.01%	Reduced
844	NPC National Planning Corporation El Segundo, California	$74.4K	+$76.8K	3	0.01%	New
845	SAM Shamrock Asset Management Dallas, Texas	$70K	+$66.2K	1	0.03%	New
846	Whittier Trust South Pasadena, California	$68K	$0	2	0%	Maintained
847	MCA Mercer Capital Advisers Little Silver, New Jersey	$67K	+$63.7K	1	0.06%	New
848	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$66K	-$1.58M	1	0%	Reduced
849	MUFG Americas New York	$64K	$0	2	0%	Maintained
850	TCM Tradewinds Capital Management Bellingham, Washington	$64K	$0	2	0.05%	Maintained