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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
4301	Meyer Handelman Company Rye Brook, New York	$261K	+$169K	1	0.01%	New
4302	IIA ICW Investment Advisors Scottsdale, Arizona	$260K	+$169K	1	0.09%	New
4303	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$260K	+$169K	1	0.14%	New
4304	BI Breachway Investments Charlestown, Rhode Island	$260K	+$169K	1	0.39%	New
4305	PBF Petix & Botte Financial La Mesa, California	$260K	+$169K	1	0.05%	New
4306	TCM Thoma Capital Management Towson, Maryland	$260K	+$169K	1	0.14%	New
4307	JWWM Johnson & White Wealth Management York, Pennsylvania	$259K	+$168K	1	0.1%	New
4308	PCWA Pacific Capital Wealth Advisors Corona, California	$259K	+$168K	1	0.04%	New
4309	PFA Professional Financial Advisors North Platte, Nebraska	$258K	+$181K	1	0.04%	New
4310	WC Weil Company San Diego, California	$258K	+$168K	1	0.05%	New
4311	BB Burford Brothers Dallas, Texas	$258K	+$181K	1	0.09%	New
4312	Klingenstein Fields & Co New York	$257K	+$180K	1	0.01%	New
4313	CGH CMG Global Holdings Plano, Texas	$257K	+$166K	1	0.11%	New
4314	Stonehage Fleming Financial Services St. Helier, Jersey	$256K	-$141K	1	0.01%	Reduced
4315	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$255K	+$166K	1	0.27%	New
4316	RPSA Richard P. Slaughter Associates Austin, Texas	$254K	+$165K	1	0.05%	New
4317	SHGA Sand Hill Global Advisors Palo Alto, California	$254K	+$165K	1	0.01%	New
4318	MA MKT Advisors Escondido, California	$253K	+$202K	1	0.08%	New
4319	AFA Avant Financial Advisors Austin, Texas	$253K	+$177K	1	0.16%	New
4320	PWA PCG Wealth Advisors Overland Park, Kansas	$253K	+$164K	1	0.06%	New
4321	SWM Sandro Wealth Management Fairfield, New Jersey	$253K	+$164K	1	0.18%	New
4322	TWML Todd Wealth Management, LLC Venice, Florida	$252K	+$177K	1	0.19%	New
4323	OPWM Oakwell Private Wealth Management Austin, Texas	$252K	+$163K	1	0.04%	New
4324	DWS Discipline Wealth Solutions Greenville, South Carolina	$252K	+$163K	1	0.02%	New
4325	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$251K	+$176K	1	0.11%	New