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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	BC Barnett & Company Chattanooga, Tennessee	$119K	-$59.2K	1	0.06%	Reduced
827	NFG Next Financial Group Houston, Texas	$116K	-$9.39K	2	0.02%	Reduced
828	Welch & Forbes Boston, Massachusetts	$112K	$0	1	0%	Maintained
829	RFA Reilly Financial Advisors La Mesa, California	$110K	+$41.6K	3	0.02%	Increased
830	SSB Sandy Spring Bank Olney, Maryland	$97K	+$5.79K	2	0.01%	Increased
831	EA Edge Advisors Atlanta, Georgia	$93K	+$83.8K	2	0.01%	New
832	Stephens Inc Little Rock, Arkansas	$84K	$0	1	0%	Maintained
833	IPC Independent Portfolio Consultants Boca Raton, Florida	$83K	+$79.8K	2	0.03%	New
834	MIC MU Investments Company Tokyo, Japan	$79K	+$66.7K	1	0.06%	New
835	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$78K	+$74.9K	1	5.05%	New
836	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$75K	+$8.4K	2	0.06%	Increased
837	Huntington National Bank Columbus, Ohio	$75K	-$7.08K	3	0%	Reduced
838	AIM Advantage Investment Management Cedar Rapids, Iowa	$71K	$0	2	0.03%	Maintained
839	Rockefeller Financial Services New York	$69K	$0	1	0%	Maintained
840	RWA Ropes Wealth Advisors Boston, Massachusetts	$62K	+$58.7K	2	0.02%	New
841	FPFS First Personal Financial Services Charlotte, North Carolina	$58K	+$30.2K	2	0.02%	Increased
842	ADL Asset Dedication LLC San Francisco, California	$56K	$0	1	0.03%	Maintained
843	Whittier Trust South Pasadena, California	$54K	-$5.11K	2	0%	Reduced
844	Bessemer Group Woodbridge, New Jersey	$50K	+$25.4K	3	0%	Increased
845	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$48K	$0	2	0.03%	Maintained
846	GAM Gemmer Asset Management Walnut Creek, California	$46K	+$311	3	0.02%	Increased
847	LJHT Laurie J. Hall Trustee	$46K	+$43.7K	1	0.03%	New
848	MUS Mitsubishi UFJ Securities Tokyo, Japan	$46K	$0	2	0.26%	Maintained
849	PCTC Perkins Coie Trust Company Seattle, Washington	$46K	+$44K	1	0.03%	New
850	LI LVZ Inc Holland, Michigan	$43K	$0	1	0.02%	Maintained