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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	SC SRB Corp Boston, Massachusetts	$203K	-$15.4K	1	0.03%	Reduced
927	BDF Balasa Dinverno & Foltz	$201K	+$162K	1	0.03%	New
928	EMG ETF Managers Group Summit, New Jersey	$201K	+$14.3K	3	0.02%	Increased
929	HM Harvest Management New York	$200K	+$193K	1	0.13%	New
930	Krilogy Financial St. Louis, Missouri	$199K	-$29.9K	2	0.05%	Reduced
931	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$199K	-$12K	2	0.1%	Reduced
932	Stephens Inc Little Rock, Arkansas	$198K	-$133K	1	0.01%	Reduced
933	NIC Northwest Investment Counselors Lake Oswego, Oregon	$184K	+$148K	1	0.08%	New
934	Welch & Forbes Boston, Massachusetts	$169K	$0	1	0%	Maintained
935	GLI Guardian Life Insurance New York	$168K	+$5.88K	2	0.03%	Increased
936	Parallel Advisors San Francisco, California	$167K	-$179K	2	0.03%	Reduced
937	EA Edge Advisors Atlanta, Georgia	$166K	$0	2	0.02%	Maintained
938	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$165K	-$24.6K	3	0.06%	Reduced
939	RFA Reilly Financial Advisors La Mesa, California	$164K	$0	3	0.02%	Maintained
940	Capstone Investment Advisors New York	$163K	-$4.43M	1	0.01%	Reduced
941	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$150K	$0	1	9.84%	Maintained
942	Oppenheimer Asset Management New York	$149K	-$19.5K	2	0%	Reduced
943	Magnetar Financial Evanston, Illinois	$145K	-$3.46M	1	0%	Reduced
944	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$144K	+$37.9K	2	0.08%	Increased
945	JCM Jacobi Capital Management Pittston, Pennsylvania	$143K	+$82.2K	2	0.05%	Increased
946	WIC Water Island Capital New York	$140K	+$135K	1	0.01%	New
947	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$137K	+$4.38K	2	0.09%	Increased
948	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$134K	+$117K	1	0%	New
949	BG Bollard Group Boston, Massachusetts	$130K	+$114K	1	0.01%	New
950	CPA Cowen Prime Advisors New York	$129K	-$29.9K	1	0.06%	Reduced