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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
976	AIM Advantage Investment Management Cedar Rapids, Iowa	$299K	-$30.2K	2	0.09%	Reduced
977	BDF Balasa Dinverno & Foltz	$299K	+$92.4K	1	0.04%	Increased
978	Lincoln National Corp Radnor, Pennsylvania	$286K	+$17.4K	1	0.01%	Increased
979	FMT First Mercantile Trust Cordova, Tennessee	$281K	-$102K	1	0.06%	Reduced
980	EMG ETF Managers Group Summit, New Jersey	$280K	+$65.6K	3	0.02%	Increased
981	AIM Anchor Investment Management Columbia, South Carolina	$279K	+$63.9K	2	0.07%	Increased
982	Nikko Asset Management Americas New York	$278K	$0	2	0.01%	Maintained
983	MAI Capital Management Independence, Ohio	$276K	+$393	1	0.02%	Increased
984	AE Wealth Management Topeka, Kansas	$269K	+$287K	1	0.02%	New
985	Johnson Investment Counsel Cincinnati, Ohio	$269K	-$6.09K	1	0.01%	Reduced
986	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$269K	+$12.1K	1	0.02%	Increased
987	CL CPWM LLC Seattle, Washington	$264K	-$28.9K	1	0.06%	Reduced
988	SI Shaker Investments Cleveland, Ohio	$263K	-$47.4K	1	0.17%	Reduced
989	BAM Barrett Asset Management New York	$262K	+$274K	1	0.02%	New
990	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$262K	-$71.7K	1	0.19%	Reduced
991	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$262K	+$21.1K	1	0.08%	Increased
992	ARK Investment Management St. Petersburg, Florida	$259K	+$262K	1	0.02%	New
993	DAC Dividend Assets Capital Ridgeland, South Carolina	$257K	$0	1	0.01%	Maintained
994	Parallel Advisors San Francisco, California	$256K	+$112K	2	0.04%	Increased
995	FCAG First Capital Advisors Group Little Silver, New Jersey	$255K	+$267K	1	0.16%	New
996	CIM CIM Investment Management Pittsburgh, Pennsylvania	$253K	+$270K	1	0.09%	New
997	Chilton Capital Management Houston, Texas	$248K	-$14.5K	1	0.02%	Reduced
998	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$248K	$0	1	0.03%	Maintained
999	TCOT Trust Company of Toledo Holland, Ohio	$248K	-$67.2K	1	0.06%	Reduced
1000	HCM Hilton Capital Management Garden City, New York	$247K	-$194K	1	0.04%	Reduced