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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
1001	GLI Guardian Life Insurance New York	$245K	+$77.8K	2	0.05%	Increased
1002	BFO Biltmore Family Office Charlotte, North Carolina	$242K	+$258K	1	0.11%	New
1003	Brighton Jones LLC Seattle, Washington	$242K	+$254K	1	0.03%	New
1004	PCG Private Capital Group West Hartford, Connecticut	$239K	+$252K	2	0.06%	New
1005	Savant Capital Rockford, Illinois	$239K	-$3.32K	1	0.05%	Reduced
1006	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$237K	-$20.1K	1	0.04%	Reduced
1007	CA Cullinan Associates Louisville, Kentucky	$234K	-$12.9K	1	0.02%	Reduced
1008	UIA UBP Investment Advisors Geneva, Switzerland	$234K	+$246K	1	0.28%	New
1009	Caprock Group Boise, Idaho	$233K	-$248K	1	0.05%	Reduced
1010	CPH C Partners Holding Zurich, Switzerland	$232K	+$248K	1	0.09%	New
1011	TDC Thompson Davis & Co Richmond, Virginia	$231K	+$214K	2	0.55%	Increased
1012	Choreo LLC Rockford, Illinois	$227K	+$237K	1	0.03%	New
1013	MSAM Moloney Securities Asset Management Manchester, Missouri	$226K	+$237K	1	0.1%	New
1014	Trillium Asset Management Boston, Massachusetts	$225K	+$241K	1	0.01%	New
1015	HighPoint Advisor Group Downers Grove, Illinois	$224K	+$254K	1	0.06%	New
1016	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$223K	+$78.6K	2	0.12%	Increased
1017	TFF The Family Firm Bethesda, Maryland	$222K	-$3.73K	1	0.09%	Reduced
1018	Bessemer Group Woodbridge, New Jersey	$219K	-$299K	2	0%	Reduced
1019	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$218K	+$233K	1	0.03%	New
1020	Treasurer of the State of North Carolina Raleigh, North Carolina	$217K	+$232K	1	0.53%	New
1021	SL Signition LP New York	$214K	+$224K	1	0.28%	New
1022	HM Harvest Management New York	$213K	$0	1	0.14%	Maintained
1023	WTB Washington Trust Bank Spokane, Washington	$213K	-$56.4K	2	0.03%	Reduced
1024	Howard Capital Management Roswell, Georgia	$212K	+$222K	1	0.03%	New
1025	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$211K	+$4.22K	2	0.11%	Increased