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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
4251	GIPW Granite Islands Private Wealth Guilford, Connecticut	$285K	+$185K	1	0.21%	New
4252	RHP Royal Harbor Partners Houston, Texas	$285K	+$199K	1	0.09%	New
4253	EW Evexia Wealth Stevens Point, Wisconsin	$284K	-$219K	1	0.08%	Reduced
4254	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$282K	-$70.3K	1	0.16%	Reduced
4255	CWR Chico Wealth RIA Chico, California	$280K	+$182K	1	0.15%	New
4256	BBFA Brindle & Bay Financial Advisors Frisco, Texas	$280K	+$181K	1	0.14%	New
4257	WPWealth Fort Worth, Texas	$278K	+$181K	1	0.04%	New
4258	FFL Financial Freedom LLC Cincinnati, Ohio	$278K	$0	1	0.13%	Maintained
4259	Mason Investment Advisory Services Reston, Virginia	$278K	+$194K	1	0.01%	New
4260	SA Spectrum Advisors Plano, Texas	$277K	+$194K	1	0.2%	New
4261	DWM DeLarme Wealth Management Palos Verdes Estates, California	$277K	+$180K	1	0.16%	New
4262	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$277K	-$50.8K	1	0.06%	Reduced
4263	FC Fairscale Capital Nashua, New Hampshire	$276K	+$156K	4	0.17%	Increased
4264	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$275K	+$6.93K	5	0.05%	Increased
4265	TAP Tounjian Advisory Partners Fort Myers, Florida	$275K	-$8.64M	3	0.12%	Reduced
4266	SWM Shrier Wealth Management Los Angeles, California	$275K	+$193K	1	0.09%	New
4267	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$275K	+$178K	1	0.18%	New
4268	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$274K	+$178K	1	0.04%	New
4269	Legacy Financial Group (Iowa) Des Moines, Iowa	$274K	+$178K	1	0.03%	New
4270	SWM Steelhead Wealth Management Glen Allen, Virginia	$273K	+$178K	1	0.11%	New
4271	OPF Old Peak Finance Chapel Hill, North Carolina	$272K	+$177K	1	0.13%	New
4272	AWM Athena Wealth Management Reno, Nevada	$272K	-$587K	1	0.2%	Reduced
4273	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$271K	+$176K	1	0.06%	New
4274	EFP EnRich Financial Partners Madison, Wisconsin	$270K	+$189K	1	0.06%	New
4275	GFG Grantvest Financial Group Matawan, New Jersey	$270K	+$175K	1	0.16%	New