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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	SCM Stonebridge Capital Management Los Angeles, California	$281K	-$59.1K	1	0.11%	Reduced
952	AF Advisornet Financial Minnetonka, Minnesota	$280K	+$9.25K	2	0.03%	Increased
953	CL CPWM LLC Seattle, Washington	$280K	$0	1	0.04%	Maintained
954	Harvest Fund Management Beijing, China	$275K	-$165K	2	0.03%	Reduced
955	CMANY Capital Management Associates (New York) New York	$274K	-$19.1K	1	0.44%	Reduced
956	CA Calton & Associates Tampa, Florida	$271K	+$268K	1	0.08%	New
957	Brighton Jones LLC Seattle, Washington	$270K	-$16K	1	0.03%	Reduced
958	BAM Brave Asset Management Summit, New Jersey	$268K	+$264K	1	0.15%	New
959	RCM Riverpark Capital Management New York	$266K	+$15.5K	2	0.06%	Increased
960	JT Jump Trading Chicago, Illinois	$264K	+$267K	1	0.01%	New
961	MCM Manchester Capital Management Manchester, Vermont	$263K	$0	2	0.03%	Maintained
962	NFG Next Financial Group Houston, Texas	$262K	+$217K	2	0.03%	Increased
963	FI FormulaFolio Investments Grand Rapids, Michigan	$261K	+$24.1K	1	0.01%	Increased
964	Annex Advisory Services Brookfield, Wisconsin	$260K	-$1.5M	1	0.04%	Reduced
965	PRC Pearl River Capital Niles, Michigan	$260K	+$57K	2	1.66%	Increased
966	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$259K	+$262K	1	0.08%	New
967	SMG Spectrum Management Group Indianapolis, Indiana	$259K	+$262K	1	0.07%	New
968	NF Nikulski Financial Bettendorf, Iowa	$257K	-$19K	1	0.22%	Reduced
969	AA Apriem Advisors Irvine, California	$255K	-$342K	1	0.08%	Reduced
970	MTC McDaniel Terry & Co Austin, Texas	$254K	+$256K	1	0.04%	New
971	TCOT Trust Company of Toledo Holland, Ohio	$254K	$0	1	0.06%	Maintained
972	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$252K	-$75.9K	2	0.03%	Reduced
973	KIA KCM Investment Advisors Greenbrae, California	$252K	-$28.6K	1	0.02%	Reduced
974	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$251K	$0	1	0.05%	Maintained
975	SAM Strategy Asset Managers Pasadena, California	$247K	-$27.7K	1	0.07%	Reduced