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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	Apriem Advisors Irvine, California	$343K	-$964K	2	0.08%	Reduced
1002	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$341K	$0	1	0.07%	Maintained
1003	Addison Capital Conshohocken, Pennsylvania	$338K	$0	1	0.26%	Maintained
1004	Brinker Capital Berwyn, Pennsylvania	$335K	+$18.9K	1	0.01%	Increased
1005	BAM Barrett Asset Management New York	$334K	$0	1	0.02%	Maintained
1006	Pathway Financial Advisors South Burlington, Vermont	$331K	$0	2	0.19%	Maintained
1007	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$331K	$0	1	0.03%	Maintained
1008	Manchester Capital Management Manchester, Vermont	$330K	-$24.7K	2	0.05%	Reduced
1009	Philadelphia Trust Company Philadelphia, Pennsylvania	$329K	-$37.9K	1	0.03%	Reduced
1010	Nine Masts Capital Central, Hong Kong	$328K	+$338K	1	0.06%	New
1011	Rockefeller Capital Management New York	$328K	+$46.8K	2	0.01%	Increased
1012	First National Trust Hermitage, Pennsylvania	$327K	+$10.4K	1	0.04%	Increased
1013	Ellington Management Group Old Greenwich, Connecticut	$325K	-$2.66M	1	0.02%	Reduced
1014	TWI Thomas White International Chicago, Illinois	$323K	$0	1	0.05%	Maintained
1015	DSI Daiwa SB Investments Tokyo, Japan	$320K	+$284K	2	0.08%	Increased
1016	Hilltop Holdings Dallas, Texas	$316K	-$313K	1	0.07%	Reduced
1017	Park National Corp Newark, Ohio	$316K	+$75.7K	1	0.02%	Increased
1018	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$315K	-$325K	1	0.14%	Reduced
1019	WPP Whalerock Point Partners Providence, Rhode Island	$315K	-$26K	1	0.25%	Reduced
1020	CL CSS LLC Chicago, Illinois	$314K	$0	2	0.01%	Maintained
1021	GIM Greylin Investment Management Orange, Virginia	$308K	-$40.6K	1	0.07%	Reduced
1022	StoneX Group New York	$306K	-$6.71K	1	0.26%	Reduced
1023	HFA High Falls Advisors Rochester, New York	$305K	+$5.41K	1	0.1%	Increased
1024	Keel Point Huntsville, Alabama	$305K	-$105K	1	0.04%	Reduced
1025	OPA Old Port Advisors Portland, Maine	$304K	+$313K	1	0.16%	New