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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
926	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	+$1.88K	1	0%	New
927	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	$0	1	0%	Maintained
928	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
929	SBL Sargent Bickham Lagudis Boulder, Colorado	$1K	$0	1	0%	Maintained
930	RWM Raffa Wealth Management Washington, District of Columbia	$570	$0	1	0%	Maintained
931	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$0	-$2.66M	0	–	Closed
932	Arrowstreet Capital Boston, Massachusetts	$0	-$112M	0	–	Closed
933	BA BKS Advisors Southfield, Michigan	$0	-$125K	0	–	Closed
934	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$670K	0	–	Closed
935	Bridgewater Associates Westport, Connecticut	$0	-$9.74M	0	–	Closed
936	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$5K	0	–	Closed
937	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$282K	0	–	Closed
938	CA CapWealth Advisors Franklin, Tennessee	$0	-$127K	0	–	Closed
939	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$185K	0	–	Closed
940	CB Chemical Bank Detroit, Michigan	$0	-$187K	0	–	Closed
941	Chicago Partners Investment Group Chicago, Illinois	$0	-$48K	0	–	Closed
942	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$63K	0	–	Closed
943	CCP Clough Capital Partners Boston, Massachusetts	$0	-$7.95M	0	–	Closed
944	CCM Compton Capital Management Providence, Rhode Island	$0	-$219K	0	–	Closed
945	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$284K	0	–	Closed
946	CCM Criterion Capital Management San Francisco, California	$0	-$15.1M	0	–	Closed
947	CCS Crosspoint Capital Strategies Orinda, California	$0	-$2K	0	–	Closed
948	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$5.88M	0	–	Closed
949	Davidson Kempner Capital Management New York	$0	-$2.76M	0	–	Closed
950	DC Deere & Company Moline, Illinois	$0	-$1.47M	0	–	Closed