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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
4351	CG Castellan Group Louisville, Kentucky	$242K	+$157K	1	0.03%	New
4352	OC OxenFree Capital Satellite Beach, Florida	$242K	+$193K	1	0.11%	New
4353	OC Opinicus Capital Tampa, Florida	$241K	+$169K	1	0.13%	New
4354	MIM Montgomery Investment Management Rockville, Maryland	$241K	+$157K	1	0.07%	New
4355	MCA Millennium Capital Advisors Little Rock, Arkansas	$241K	+$169K	1	0.13%	New
4356	JESC J.E. Simmons & Co Dallas, Texas	$240K	+$156K	1	0.14%	New
4357	LIA Limestone Investment Advisors New York	$240K	-$346K	1	0.02%	Reduced
4358	PGWM Pitti Group Wealth Management Victor, New York	$240K	+$156K	1	0.17%	New
4359	AA Alpha Advisors Richmond, Virginia	$240K	+$156K	1	0.18%	New
4360	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$240K	+$199K	1	0.02%	New
4361	WFS Widmann Financial Services Bowie, Maryland	$240K	+$168K	1	0.13%	New
4362	CGA Compound Global Advisors Mercer Island, Washington	$240K	-$453K	2	5.92%	Reduced
4363	GRWP Green Ridge Wealth Planning Montville, New Jersey	$239K	+$167K	1	0.1%	New
4364	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$239K	+$155K	1	0.03%	New
4365	SS Sound Stewardship Overland Park, Kansas	$238K	+$167K	1	0.1%	New
4366	WS Wilian Securities Vadnais Heights, Minnesota	$238K	+$154K	1	0.14%	New
4367	PWA Principia Wealth Advisory Dallas, Texas	$238K	-$98.2K	4	0.12%	Reduced
4368	DCM Dimension Capital Management Coral Gables, Florida	$238K	+$154K	1	0.03%	New
4369	TIM Tortoise Investment Management White Plains, New York	$238K	+$154K	1	0.02%	New
4370	CAS Coppell Advisory Solutions Coppell, Texas	$237K	+$156K	1	0.02%	New
4371	BWMG Barnes Wealth Management Group Bakersfield, California	$237K	+$154K	1	0.11%	New
4372	SBF Sara-Bay Financial Sarasota, Florida	$237K	+$154K	1	0.06%	New
4373	CWM Cadence Wealth Management Westborough, Massachusetts	$236K	+$153K	1	0.11%	New
4374	DWM Defined Wealth Management Beaverton, Oregon	$235K	+$153K	1	0.12%	New
4375	MFG MTM Financial Group Bethlehem, Pennsylvania	$235K	+$153K	1	0.1%	New