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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	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$231K	+$195K	1	0.2%	New
827	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$226K	+$207K	1	0.02%	New
828	CPA Capital Planning Advisors Roseville, California	$224K	+$189K	1	0.11%	New
829	Evercore Wealth Management New York	$224K	-$101K	2	0.01%	Reduced
830	CCA Checchi Capital Advisers Beverly Hills, California	$220K	-$22.2K	1	0.03%	Reduced
831	Cetera Advisor Networks El Segundo, California	$219K	$0	1	0.01%	Maintained
832	EMG Ellington Management Group Old Greenwich, Connecticut	$218K	-$1.41M	1	0.01%	Reduced
833	TCOT Trust Company of Toledo Holland, Ohio	$217K	+$199K	1	0.06%	New
834	Bessemer Group Woodbridge, New Jersey	$215K	+$141K	2	0%	Increased
835	RegentAtlantic Capital Morristown, New Jersey	$214K	+$196K	1	0.02%	New
836	IH IFC Holdings Tampa, Florida	$210K	+$176K	1	0.02%	New
837	IF IRON Financial Northbrook, Illinois	$208K	+$176K	1	0.15%	New
838	WTB Washington Trust Bank Spokane, Washington	$206K	+$11	2	0.04%	Increased
839	SAM Symphony Asset Management San Francisco, California	$205K	-$1.76M	1	0.02%	Reduced
840	BA BKS Advisors Southfield, Michigan	$203K	+$172K	1	0.09%	New
841	Prospera Financial Services Dallas, Texas	$201K	+$170K	1	0.04%	New
842	GLI Guardian Life Insurance New York	$197K	+$905	2	0.03%	Increased
843	SC SRB Corp Boston, Massachusetts	$195K	+$179K	1	0.03%	New
844	Nikko Asset Management Americas New York	$180K	-$176K	1	0.01%	Reduced
845	FWM Focused Wealth Management Newburgh, New York	$179K	-$228K	2	0.07%	Reduced
846	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$169K	-$154K	1	0.02%	Reduced
847	RFA Reilly Financial Advisors La Mesa, California	$161K	+$20.3K	3	0.03%	Increased
848	GBT Grove Bank & Trust Miami, Florida	$156K	+$123K	1	0.13%	Increased
849	Huntington National Bank Columbus, Ohio	$150K	+$54.4K	3	0%	Increased
850	LWM LBA Wealth Management Jacksonville, Florida	$142K	-$29.4K	1	0.07%	Reduced