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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	KA KLCM Advisors Milwaukee, Wisconsin	$375K	$0	1	0.1%	Maintained
852	ANB Amarillo National Bank Amarillo, Texas	$370K	$0	1	0.13%	Maintained
853	KIA KCM Investment Advisors Greenbrae, California	$369K	-$41.1K	1	0.02%	Reduced
854	CBT Central Bank & Trust Lexington, Kentucky	$368K	+$318K	1	0.09%	Increased
855	WC Whitney & Co Rochester, New York	$360K	$0	1	0.12%	Maintained
856	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$355K	-$53.1K	1	0.05%	Reduced
857	Gofen & Glossberg Chicago, Illinois	$350K	-$254K	1	0.01%	Reduced
858	ANRIA American National Registered Investment Advisor Galveston, Texas	$346K	-$63.2K	1	0.17%	Reduced
859	MCM Manchester Capital Management Manchester, Vermont	$345K	$0	2	0.05%	Maintained
860	MNBTD Moody National Bank Trust Division Galveston, Texas	$345K	-$63.2K	1	0.02%	Reduced
861	Reinhart Partners Mequon, Wisconsin	$342K	+$811	1	0.04%	Increased
862	JGUA John G. Ullman & Associates Corning, New York	$338K	$0	1	0.07%	Maintained
863	2L 22NW LP Seattle, Washington	$337K	+$284K	1	0.2%	New
864	Quadrant Capital Group Cincinnati, Ohio	$335K	+$13.7K	3	0.14%	Increased
865	WIM Westside Investment Management Santa Monica, California	$334K	-$5.92K	2	0.2%	Reduced
866	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$333K	+$292K	1	0%	New
867	Ancora Advisors Cleveland, Ohio	$328K	+$315K	1	0.02%	New
868	Greenleaf Trust Kalamazoo, Michigan	$324K	+$261K	2	0.01%	New
869	CFIC City Financial Investment Company London, United Kingdom	$319K	-$275K	1	0.02%	Reduced
870	AIM Advantage Investment Management Cedar Rapids, Iowa	$317K	-$21.9K	2	0.1%	Reduced
871	Meridian Wealth Management Lexington, Kentucky	$317K	+$278K	1	0.2%	New
872	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$317K	-$58.4K	1	0.03%	Reduced
873	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$316K	+$104K	1	0.26%	Increased
874	Ingalls & Snyder LLC New York	$315K	$0	1	0.02%	Maintained
875	TCOT Trust Company of Toledo Holland, Ohio	$313K	$0	1	0.08%	Maintained