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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	CL CPWM LLC Seattle, Washington	$264K	+$587	1	0.06%	Increased
852	MCM Manchester Capital Management Manchester, Vermont	$263K	-$9.68K	2	0.04%	Reduced
853	AIM Advantage Investment Management Cedar Rapids, Iowa	$262K	+$163K	2	0.09%	Increased
854	Reinhart Partners Mequon, Wisconsin	$261K	-$15.3M	1	0.03%	Reduced
855	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$259K	+$254K	1	0.02%	New
856	JGUA John G. Ullman & Associates Corning, New York	$257K	$0	1	0.05%	Maintained
857	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$257K	+$267K	1	0.07%	New
858	WIM Westside Investment Management Santa Monica, California	$257K	-$26.5K	2	0.17%	Reduced
859	RegentAtlantic Capital Morristown, New Jersey	$256K	+$37K	1	0.02%	Increased
860	HCM Hilton Capital Management Garden City, New York	$254K	$0	1	0.05%	Maintained
861	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$248K	-$733	1	0.01%	Reduced
862	SM Sciencast Management Princeton, New Jersey	$246K	+$255K	1	0.14%	New
863	CCP Corient Capital Partners Newport Beach, California	$242K	-$41K	1	0.04%	Reduced
864	SG StoneX Group New York	$242K	+$251K	1	0.08%	New
865	Ingalls & Snyder LLC New York	$241K	-$14.7K	1	0.01%	Reduced
866	FHC First Houston Capital Houston, Texas	$240K	+$249K	1	0.24%	New
867	GIM Groesbeck Investment Management Paramus, New Jersey	$240K	+$249K	1	0.18%	New
868	OC Oakworth Capital Birmingham, Alabama	$240K	-$9.97K	2	0.07%	Reduced
869	RA Rational Advisors Huntington, New York	$240K	+$249K	1	0.15%	New
870	TCOT Trust Company of Toledo Holland, Ohio	$239K	$0	1	0.06%	Maintained
871	Huntington National Bank Columbus, Ohio	$238K	+$71.3K	2	0%	Increased
872	Davenport & Co Richmond, Virginia	$237K	+$232K	1	0%	New
873	Avior Wealth Management Omaha, Nebraska	$235K	-$382K	1	0.1%	Reduced
874	HBK Sorce Advisory Erie, Pennsylvania	$235K	+$230K	1	0.04%	New
875	CWM Concert Wealth Management San Jose, California	$234K	-$866K	1	0.23%	Reduced