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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
951	Salem Investment Counselors Winston Salem, North Carolina	$129K	+$39.6K	2	0.02%	Increased
952	AW Alpha Windward Westwood, Massachusetts	$118K	-$418K	2	0.07%	Reduced
953	MMG Monetary Management Group St Louis, Missouri	$116K	+$101K	1	0.05%	New
954	WOC West Oak Capital Westlake Village, California	$116K	$0	1	0.07%	Maintained
955	NSIM North Star Investment Management Chicago, Illinois	$106K	+$20.3K	2	0.01%	Increased
956	ADL Asset Dedication LLC San Francisco, California	$100K	$0	1	0.05%	Maintained
957	ClearBridge Investments New York	$98K	$0	1	0%	Maintained
958	NFG Next Financial Group Houston, Texas	$97K	+$4.26K	2	0.03%	Increased
959	Steward Partners Investment Advisory New York	$87K	-$15.9K	2	0.01%	Reduced
960	DSC Duncker Streett & Co St. Louis, Missouri	$85K	+$72.2K	2	0.03%	New
961	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$84K	-$2.47K	3	0.03%	Reduced
962	Carson Wealth (CWM LLC) Omaha, Nebraska	$80K	-$26.8K	2	0%	Reduced
963	PCTC Perkins Coie Trust Company Seattle, Washington	$80K	$0	1	0.04%	Maintained
964	CBT Capital Bank & Trust Irvine, California	$76K	+$37.9K	2	0%	Increased
965	KIG Kessler Investment Group Columbus, Indiana	$71K	+$56.9K	1	0.09%	New
966	LJHT Laurie J. Hall Trustee	$68.2K	-$6.49K	2	0.04%	Reduced
967	BCM Blume Capital Management Berkeley, California	$68K	+$59.2K	1	0.04%	New
968	BWA BDO Wealth Advisors Jacksonville, Florida	$67K	-$77.1K	1	0.03%	Reduced
969	WA WealthTrust-Arizona Scottsdale, Arizona	$65K	-$37.4K	1	0.03%	Reduced
970	IHT Wealth Management Chicago, Illinois	$64K	-$8.31K	2	0.03%	Reduced
971	BWP Baldwin Wealth Partners Marion, Massachusetts	$62K	+$7.43K	2	0.01%	Increased
972	MIC MU Investments Company Tokyo, Japan	$61K	-$25.3K	1	0.05%	Reduced
973	KPCM Kings Point Capital Management Great Neck, New York	$59K	+$47.4K	1	0.01%	New
974	RWA Ropes Wealth Advisors Boston, Massachusetts	$59K	-$32.5K	1	0.02%	Reduced
975	RE RBC Europe London, United Kingdom	$57K	+$45.8K	1	0.01%	New