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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
4326	TCM TD Capital Management Memphis, Tennessee	$251K	-$27K	4	0.02%	Reduced
4327	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$251K	+$163K	1	0.07%	New
4328	HWA Heritage Wealth Architects Mendota Heights, Minnesota	$251K	-$99.7K	1	0.1%	Reduced
4329	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$250K	+$162K	1	0.1%	New
4330	LAS Lloyd Advisory Services Suwanee, Georgia	$250K	-$3.52M	2	0.1%	Reduced
4331	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$249K	+$162K	1	0.01%	New
4332	RA RiverTree Advisors Winter Park, Florida	$249K	+$174K	1	0.15%	New
4333	LFWA LiftPoint Family Wealth Advisors Far Hills, New Jersey	$248K	+$161K	1	0.17%	New
4334	KWM Kiker Wealth Management Jasper, Georgia	$248K	+$156K	1	0.1%	New
4335	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$248K	+$174K	1	0.18%	New
4336	SAM Shikiar Asset Management New York	$247K	+$173K	1	0.06%	New
4337	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$247K	+$173K	1	0.08%	New
4338	CIM Catalyst Investment Management Windham, New Hampshire	$246K	+$160K	1	0.22%	New
4339	OM OV Management Minneapolis, Minnesota	$246K	$0	1	0.46%	Maintained
4340	HWM Howard Wealth Management Madison, Connecticut	$246K	+$154K	1	0.09%	New
4341	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$245K	+$159K	1	0.03%	New
4342	BFP Beacon Financial Planning Hyannis, Massachusetts	$245K	+$159K	1	0.08%	New
4343	BFP Briaud Financial Planning College Station, Texas	$245K	+$159K	1	0.06%	New
4344	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$245K	+$159K	1	0.12%	New
4345	DSC Duncker Streett & Co St. Louis, Missouri	$244K	$0	1	0.04%	Maintained
4346	WFA WestHill Financial Advisors San Rafael, California	$243K	+$153K	1	0.04%	New
4347	BF Bonfire Financial Colorado Springs, Colorado	$243K	+$158K	1	0.16%	New
4348	IF Ironwood Financial Tucson, Arizona	$242K	+$223K	1	0.04%	New
4349	AC AWM Capital Phoenix, Arizona	$242K	+$157K	1	0.02%	New
4350	BP BWM Planning The Woodlands, Texas	$242K	+$157K	1	0.06%	New