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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
1051	MSAM Moloney Securities Asset Management Manchester, Missouri	$265K	-$63.3K	1	0.1%	Reduced
1052	CIM Cambria Investment Management Manhattan Beach, California	$264K	+$273K	1	0.04%	New
1053	Baker Avenue Asset Management San Francisco, California	$262K	+$2.7K	1	0.02%	Increased
1054	FAM Flaharty Asset Management Clearwater, Florida	$262K	-$281K	1	0.1%	Reduced
1055	MAI Capital Management Independence, Ohio	$262K	+$2.12K	1	0.01%	Increased
1056	CAM Columbia Asset Management Ann Arbor, Michigan	$261K	+$270K	1	0.08%	New
1057	MBT Montecito Bank & Trust Santa Barbara, California	$258K	$0	1	0.08%	Maintained
1058	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$257K	+$48.7K	1	0.02%	Increased
1059	Parallel Advisors San Francisco, California	$257K	+$67.7K	2	0.04%	Increased
1060	APG Abacus Planning Group Columbia, South Carolina	$256K	+$264K	1	0.19%	New
1061	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$256K	+$13.8K	1	0.04%	Increased
1062	TFCP Twin Focus Capital Partners Boston, Massachusetts	$255K	+$8.65K	1	0.13%	Increased
1063	PCM Princeton Capital Management Red Bank, New Jersey	$253K	$0	1	0.11%	Maintained
1064	CPA Clear Perspective Advisors Aurora, Illinois	$248K	+$123K	2	0.17%	Increased
1065	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$248K	-$232K	1	0.02%	Reduced
1066	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$248K	-$112K	1	0.07%	Reduced
1067	SM Sciencast Management Princeton, New Jersey	$248K	-$1.69M	1	0.23%	Reduced
1068	GLI Guardian Life Insurance New York	$246K	+$44K	2	0.04%	Increased
1069	NIC Northwest Investment Counselors Lake Oswego, Oregon	$246K	$0	1	0.1%	Maintained
1070	CAAS Capital Asset Advisory Services Williamston, Michigan	$245K	-$6.49K	1	0.22%	Reduced
1071	HA Hays Advisory Franklin, Tennessee	$244K	-$26.4K	1	0.13%	Reduced
1072	Bessemer Group Woodbridge, New Jersey	$243K	+$5.48K	2	0%	Increased
1073	BRF B. Riley Financial Los Angeles, California	$242K	-$541K	1	0.06%	Reduced
1074	BA Bristol Advisors Conshohocken, Pennsylvania	$242K	+$270K	1	0.48%	New
1075	DAC Dividend Assets Capital Ridgeland, South Carolina	$242K	$0	1	0.03%	Maintained