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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	CPA Capital Planning Advisors Roseville, California	$231K	$0	1	0.1%	Maintained
877	Coldstream Capital Management Bellevue, Washington	$230K	-$524K	1	0.03%	Reduced
878	Evercore Wealth Management New York	$230K	-$6.58K	2	0.01%	Reduced
879	Quadrant Capital Group Cincinnati, Ohio	$226K	-$6.28K	3	0.1%	Reduced
880	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$224K	+$169K	2	0.02%	Increased
881	BL BFSG LLC Irvine, California	$223K	+$232K	1	0.11%	New
882	MAI Capital Management Independence, Ohio	$223K	+$231K	1	0.01%	New
883	FRM Fox Run Management Greenwich, Connecticut	$218K	-$164K	1	0.08%	Reduced
884	Covington Capital Management Los Angeles, California	$208K	+$216K	1	0.02%	New
885	Johnson Investment Counsel Cincinnati, Ohio	$208K	+$216K	1	0.01%	New
886	FPC Falcon Point Capital San Francisco, California	$205K	+$201K	1	0.03%	New
887	Sumitomo Mitsui Financial Group Tokyo, Japan	$200K	+$186K	1	0.04%	New
888	DSN D. Scott Neal Lexington, Kentucky	$190K	+$186K	1	0.13%	New
889	Cetera Advisor Networks El Segundo, California	$189K	$0	1	0.01%	Maintained
890	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$186K	$0	1	0.03%	Maintained
891	MUS Mitsubishi UFJ Securities Tokyo, Japan	$185K	+$126K	2	0.99%	Increased
892	Krilogy Financial St. Louis, Missouri	$183K	+$149K	2	0.05%	Increased
893	WTB Washington Trust Bank Spokane, Washington	$181K	-$37.1K	2	0.04%	Reduced
894	SC SRB Corp Boston, Massachusetts	$169K	-$48.1K	1	0.02%	Reduced
895	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$163K	+$161K	2	0.08%	New
896	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$161K	+$169K	3	0.06%	Increased
897	EMG ETF Managers Group Summit, New Jersey	$158K	+$163K	3	0.01%	New
898	FPFS First Personal Financial Services Charlotte, North Carolina	$155K	+$15.3K	2	0.03%	Increased
899	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$150K	-$376K	1	0.14%	Reduced
900	EWM Endurance Wealth Management Providence, Rhode Island	$150K	+$151K	1	0.03%	New