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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	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$319K	+$315K	1	0.14%	New
927	BPM Bowling Portfolio Management Cincinnati, Ohio	$319K	-$395K	1	0.05%	Reduced
928	CC Courier Capital Buffalo, New York	$317K	$0	1	0.04%	Maintained
929	PIM Penobscot Investment Management Boston, Massachusetts	$316K	+$56.9K	1	0.06%	Increased
930	WesBanco Bank Wheeling, West Virginia	$315K	+$57.3K	1	0.02%	Increased
931	SCA Snowden Capital Advisors New York	$315K	+$4.93K	1	0.03%	Increased
932	Parallel Advisors San Francisco, California	$308K	+$33.4K	2	0.03%	Increased
933	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$306K	-$881K	1	0.12%	Reduced
934	AIM Advantage Investment Management Cedar Rapids, Iowa	$305K	-$5.94K	2	0.23%	Reduced
935	Qube Research & Technologies (QRT) London, United Kingdom	$303K	-$478K	1	0.07%	Reduced
936	MIM Marco Investment Management Atlanta, Georgia	$302K	-$19.1K	1	0.05%	Reduced
937	FFA First Foundation Advisors Irvine, California	$301K	+$949	1	0.02%	Increased
938	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$301K	$0	1	0.1%	Maintained
939	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$301K	+$119K	2	0.02%	Increased
940	Gofen & Glossberg Chicago, Illinois	$299K	$0	1	0.01%	Maintained
941	TFS Thoroughbred Financial Services Brentwood, Tennessee	$298K	-$112K	1	0.11%	Reduced
942	CF Centaurus Financial Anaheim, California	$298K	-$129K	2	0.05%	Reduced
943	RWA Wealth Partners Newton, Massachusetts	$297K	+$1.14K	1	0.03%	Increased
944	OPA Old Port Advisors Portland, Maine	$294K	+$6.67K	1	0.15%	Increased
945	RCG Rock Creek Group Washington, District of Columbia	$294K	+$290K	1	0.13%	New
946	Kingsview Wealth Management Grants Pass, Oregon	$288K	+$52.2K	1	0.05%	Increased
947	Calamos Wealth Management Naperville, Illinois	$286K	-$37K	1	0.04%	Reduced
948	FPCP Fort Point Capital Partners San Francisco, California	$285K	+$19.2K	1	0.11%	Increased
949	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$282K	$0	1	0.18%	Maintained
950	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$281K	+$28.3K	1	0.03%	Increased