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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
876	HCM Highlander Capital Management Short Hills, New Jersey	$22K	$0	1	0.02%	Maintained
877	JIC Joel Isaacson & Co New York	$22K	$0	1	0%	Maintained
878	Steward Partners Investment Advisory New York	$22K	+$21.4K	1	0.01%	New
879	DVM Dreman Value Management West Palm Beach, Florida	$21K	-$38.9K	1	0.01%	Reduced
880	First Manhattan New York	$21K	-$32K	1	0%	Reduced
881	IWC Integrated Wealth Counsel Carmel, California	$21K	$0	1	0.05%	Maintained
882	Sowell Financial Services North Little Rock, Arkansas	$21K	+$16.8K	2	0.01%	New
883	TFO Tarbox Family Office Newport Beach, California	$21K	+$1.24K	2	0.01%	Increased
884	ANBT American National Bank & Trust Wichita Falls, Texas	$20K	$0	1	0.01%	Maintained
885	JFA JNBA Financial Advisors Bloomington, Minnesota	$19K	-$86.9K	1	0%	Reduced
886	Capital Guardian Trust Los Angeles, California	$18K	$0	2	0%	Maintained
887	TCM Tradewinds Capital Management Bellingham, Washington	$18K	-$17.8K	3	0.01%	Reduced
888	Balentine LLC Atlanta, Georgia	$17K	+$11.3K	2	0%	Increased
889	EARNEST Partners Atlanta, Georgia	$17K	+$15.9K	2	0%	New
890	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$17K	$0	2	0.01%	Maintained
891	WA WealthTrust-Arizona Scottsdale, Arizona	$17K	+$3.42K	1	0.01%	Increased
892	ZB Zions Bancorporation Salt Lake City, Utah	$17K	+$3.79K	2	0%	Increased
893	DBT Dubuque Bank & Trust Dubuque, Iowa	$16K	$0	1	0%	Maintained
894	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	$0	3	0.01%	Maintained
895	IP Intellectus Partners San Francisco, California	$12K	+$11.3K	1	0.01%	New
896	OFW Omnia Family Wealth Aventura, Florida	$12K	+$11.2K	2	0.01%	New
897	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$12K	-$1.71K	2	0.01%	Reduced
898	SNT Security National Trust Wheeling, West Virginia	$12K	$0	1	0%	Maintained
899	HFM Hartford Financial Management Hartford, Connecticut	$11K	-$7.77K	1	0.01%	Reduced
900	CFD Creative Financial Designs Kokomo, Indiana	$10K	+$8.9K	1	0.01%	New