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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
851	VFA Virtus Fund Advisers Hartford, Connecticut	$58K	$0	2	0%	Maintained
852	AIM Advantage Investment Management Cedar Rapids, Iowa	$57K	+$54.7K	2	0.04%	New
853	ClearBridge Investments New York	$57K	+$27.9K	2	0%	Increased
854	MMG Monetary Management Group St Louis, Missouri	$53K	-$57.9K	1	0.02%	Reduced
855	UFA US Financial Advisors Braintree, Massachusetts	$53K	+$50K	1	0.05%	New
856	Group One Trading Chicago, Illinois	$51K	-$6.67K	3	0%	Reduced
857	PO Private Ocean San Rafael, California	$46K	$0	1	0.03%	Maintained
858	GAM Gemmer Asset Management Walnut Creek, California	$45K	$0	2	0.03%	Maintained
859	RA Rational Advisors Huntington, New York	$44K	+$42.4K	2	0.01%	New
860	DSC Duncker Streett & Co St. Louis, Missouri	$42K	+$6.62K	1	0.01%	Increased
861	FWM Focused Wealth Management Newburgh, New York	$41K	$0	2	0.03%	Maintained
862	MCM MV Capital Management Bethesda, Maryland	$38K	+$36.1K	1	0.02%	New
863	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$35K	$0	1	0.01%	Maintained
864	VIA Vantage Investment Advisors State College, Pennsylvania	$35K	$0	2	0.02%	Maintained
865	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$33K	+$1.29K	2	0.02%	Increased
866	BPBT Boston Private Bank & Trust Boston, Massachusetts	$32K	$0	1	0%	Maintained
867	MIC MU Investments Company Tokyo, Japan	$32K	$0	1	0.01%	Maintained
868	LNB Ledyard National Bank	$31K	$0	2	0.01%	Maintained
869	SNT Security National Trust Wheeling, West Virginia	$31K	+$15K	1	0.01%	Increased
870	FM Forward Management San Francisco, California	$30K	$0	1	0%	Maintained
871	SIA Stancorp Investment Advisers Portland, Oregon	$28K	+$26.3K	1	0.01%	New
872	RFA Reilly Financial Advisors La Mesa, California	$24K	$0	1	0.01%	Maintained
873	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$22K	+$6.82K	1	0.01%	Increased
874	EAMA EFG Asset Management (Americas) Miami, Florida	$21K	+$20.2K	1	0.01%	New
875	TFO Tarbox Family Office Newport Beach, California	$21K	-$963	2	0.02%	Reduced