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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	Glenview Trust Louisville, Kentucky	$245K	+$31.3K	1	0.02%	Increased
977	RWM Rench Wealth Management Denton, Texas	$243K	+$1.33K	1	0.16%	Increased
978	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$243K	+$190	2	0.12%	Increased
979	BHB Bank Hapoalim BM Tel Aviv, Israel	$238K	-$51.4K	1	0.06%	Reduced
980	PCG Private Capital Group West Hartford, Connecticut	$236K	-$88K	2	0.05%	Reduced
981	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$235K	+$210K	2	0.08%	Increased
982	KPCM Kings Point Capital Management Great Neck, New York	$234K	$0	1	0.04%	Maintained
983	RIL Rothschild Investment LLC Chicago, Illinois	$234K	$0	1	0.03%	Maintained
984	RIS Retirement Income Solutions Ann Arbor, Michigan	$231K	-$12.7K	1	0.12%	Reduced
985	Valeo Financial Advisors Carmel, Indiana	$229K	+$169K	2	0.03%	Increased
986	Wilmington Savings Fund Society Wilmington, Delaware	$228K	+$1.52K	1	0.01%	Increased
987	Engineers Gate Manager New York	$226K	-$1.26M	1	0.01%	Reduced
988	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$226K	$0	1	0.09%	Maintained
989	Focus Financial Network Minneapolis, Minnesota	$225K	+$9.37K	1	0.03%	Increased
990	MSAM Moloney Securities Asset Management Manchester, Missouri	$225K	-$60K	1	0.08%	Reduced
991	TFF The Family Firm Bethesda, Maryland	$224K	+$1.33K	1	0.08%	Increased
992	Confluence Investment Management St. Louis, Missouri	$222K	-$59.8K	1	0%	Reduced
993	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$218K	-$39.1K	1	0.01%	Reduced
994	IWA Intercontinental Wealth Advisors San Antonio, Texas	$217K	+$7.81K	2	0.11%	Increased
995	Savant Capital Rockford, Illinois	$217K	-$63.1K	1	0.03%	Reduced
996	AIS AlphaOne Investment Services West Chester, Pennsylvania	$216K	+$218K	1	0.17%	New
997	CAM Cozad Asset Management Champaign, Illinois	$216K	-$83.5K	1	0.06%	Reduced
998	CAPTRUST Financial Advisors Raleigh, North Carolina	$215K	-$24.5K	3	0.01%	Reduced
999	Becker Capital Management Portland, Oregon	$214K	$0	1	0.01%	Maintained
1000	MHP Manatuck Hill Partners Westport, Connecticut	$214K	+$233K	1	0.1%	New