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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
1026	BP BBR Partners New York	$209K	-$15.4K	1	0.04%	Reduced
1027	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$207K	+$221K	1	0.08%	New
1028	GP Girard Partners King Of Prussia, Pennsylvania	$207K	+$217K	1	0.04%	New
1029	Miracle Mile Advisors Los Angeles, California	$207K	$0	1	0.03%	Maintained
1030	Silvercrest Asset Management New York	$207K	+$221K	1	0%	New
1031	TTWM TCV Trust & Wealth Management Richmond, Virginia	$207K	-$29.5K	1	0.03%	Reduced
1032	KCM KSA Capital Management Morristown, New Jersey	$206K	+$215K	1	0.4%	New
1033	MCM Marathon Capital Management Hunt Valley, Maryland	$205K	+$215K	1	0.08%	New
1034	Stephens Inc Little Rock, Arkansas	$205K	+$8.06K	1	0.01%	Increased
1035	SMFS Squar Milner Financial Services Irvine, California	$204K	+$204K	1	0.25%	New
1036	Cerity Partners New York	$202K	-$32.9K	1	0.01%	Reduced
1037	MMG Monetary Management Group St Louis, Missouri	$196K	+$85.2K	2	0.08%	Increased
1038	IHT Wealth Management Chicago, Illinois	$186K	+$110K	2	0.05%	Increased
1039	Krilogy Financial St. Louis, Missouri	$185K	-$17.9K	2	0.04%	Reduced
1040	Magnetar Financial Evanston, Illinois	$180K	+$26.4K	1	0%	Increased
1041	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$174K	$0	3	0.06%	Maintained
1042	SLF Sun Life Financial Toronto, Ontario, Canada	$170K	-$408K	2	0.02%	Reduced
1043	RFA Reilly Financial Advisors La Mesa, California	$164K	$0	3	0.02%	Maintained
1044	PVH Psagot Value Holdings Tel Aviv, Israel	$160K	+$129K	2	0.01%	Increased
1045	Oberweis Asset Management Lisle, Illinois	$157K	+$167K	1	0.04%	New
1046	Welch & Forbes Boston, Massachusetts	$157K	$0	1	0%	Maintained
1047	EA Edge Advisors Atlanta, Georgia	$152K	-$20.7K	2	0.01%	Reduced
1048	ZB Zions Bancorporation Salt Lake City, Utah	$151K	-$79.1K	2	0.03%	Reduced
1049	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$149K	$0	1	9.11%	Maintained
1050	Avior Wealth Management Omaha, Nebraska	$145K	+$90.3K	2	0.03%	Increased