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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
1201	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$37K	+$3.36K	2	0.02%	Increased
1202	JCM Jacobi Capital Management Pittston, Pennsylvania	$37K	$0	2	0.01%	Maintained
1203	B Bridgeworth Birmingham, Alabama	$36K	+$38.7K	1	0.02%	New
1204	Pathstone Family Office Englewood, New Jersey	$35K	$0	1	0.03%	Maintained
1205	Washington Trust Westerly, Rhode Island	$35K	+$37.4K	2	0%	New
1206	HI Hudock Inc Williamsport, Pennsylvania	$34K	+$37.2K	2	0.01%	Increased
1207	PCTC Perkins Coie Trust Company Seattle, Washington	$34K	$0	1	0.02%	Maintained
1208	CCM Cribstone Capital Management Augusta, Maine	$33K	-$2.7K	2	0.02%	Reduced
1209	RFM Royal Fund Management Lady Lake, Florida	$33K	-$11.1K	2	0.01%	Reduced
1210	AF Arrow Financial Glens Falls, New York	$31K	+$27K	1	0.01%	Increased
1211	FFC First Financial Corp Terre Haute, Indiana	$30K	+$8.11K	2	0.02%	Increased
1212	MUFG Americas New York	$30K	$0	1	0%	Maintained
1213	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$30K	+$27K	2	0.02%	Increased
1214	TFA Toth Financial Advisory Leesburg, Virginia	$30K	$0	2	0.01%	Maintained
1215	GCM Gables Capital Management Miami, Florida	$29K	+$32.4K	1	0.02%	New
1216	SBL Sargent Bickham Lagudis Boulder, Colorado	$29K	+$4.69K	3	0%	Increased
1217	GFP Gryphon Financial Partners Columbus, Ohio	$28K	-$919	2	0.01%	Reduced
1218	CAPTRUST Financial Advisors Raleigh, North Carolina	$26K	-$23K	1	0%	Reduced
1219	FPB First PREMIER Bank Sioux Falls, South Dakota	$26K	+$27K	1	0.02%	New
1220	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$26K	+$8.33K	2	0.01%	Increased
1221	OTC Opera Trading Capital Paris, France	$26K	+$22.6K	1	0%	New
1222	QCIG Quad-Cities Investment Group Davenport, Iowa	$26K	+$27K	1	0.02%	New
1223	SMG Spectrum Management Group Indianapolis, Indiana	$26K	$0	1	0.01%	Maintained
1224	Cohen & Steers New York	$25K	-$13.9M	1	0%	Reduced
1225	Global Retirement Partners San Rafael, California	$25K	+$2.49K	2	0.01%	Increased