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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
1476	NCM Narwhal Capital Management Marietta, Georgia	$12.9M	+$123K	2	0.89%	Increased
1477	SOS Silver Oak Securities Jackson, Tennessee	$12.9M	+$787K	4	0.78%	Increased
1478	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.8M	+$8.8M	4	0.48%	New
1479	GLR Great Lakes Retirement Sandusky, Ohio	$12.8M	-$417K	3	1.14%	Reduced
1480	HWA HCR Wealth Advisors Los Angeles, California	$12.8M	-$3.95M	2	1.14%	Reduced
1481	WR WD Rutherford Portland, Oregon	$12.7M	+$2.07M	2	4.61%	Increased
1482	Lighthouse Investment Partners Palm Beach Gardens, Florida	$12.7M	-$2.69M	2	0.35%	Reduced
1483	NS NBC Securities Birmingham, Alabama	$12.6M	-$878K	4	0.86%	Reduced
1484	Wilmington Savings Fund Society Wilmington, Delaware	$12.6M	-$52.3K	3	0.28%	Reduced
1485	YC Yarbrough Capital Franklin, Tennessee	$12.6M	+$933K	2	0.38%	Increased
1486	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$12.6M	-$2.66M	1	8.73%	Reduced
1487	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$12.5M	+$3.12M	3	2.35%	Increased
1488	HCA Harbor Capital Advisors Chicago, Illinois	$12.5M	-$1.89M	5	0.85%	Reduced
1489	Western Wealth Management Golden, Colorado	$12.4M	+$1.3M	4	0.41%	Increased
1490	AC Arjuna Capital Durham, North Carolina	$12.4M	+$1.9M	2	2.79%	Increased
1491	ZI ZEGA Investments Palm Beach Gardens, Florida	$12.4M	+$7.81M	1	1.28%	Increased
1492	VAS VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands	$12.4M	-$9.19M	1	1.1%	Reduced
1493	IC Inscription Capital Houston, Texas	$12.4M	+$225K	4	1.1%	Increased
1494	Catalyst Capital Advisors Huntington, New York	$12.4M	+$1.16M	3	0.21%	Increased
1495	SONA Asset Management (US) New York	$12.4M	-$5.81M	4	0.26%	Reduced
1496	CCM Collar Capital Management Appleton, Wisconsin	$12.3M	-$8.25M	1	7.28%	Reduced
1497	Robertson Stephens Wealth Management San Francisco, California	$12.3M	+$1.07M	3	0.3%	Increased
1498	TC TownSquare Capital Provo, Utah	$12.3M	-$2.6M	3	2.27%	Reduced
1499	MassMutual Private Wealth & Trust Windsor, Connecticut	$12.3M	+$2.78M	5	0.32%	Increased
1500	CWM Concentrum Wealth Management San Jose, California	$12.3M	+$859K	3	2.94%	Increased