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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
4376	AHB Abner Herrman & Brock Jersey City, New Jersey	$234K	+$164K	1	0.02%	New
4377	BI BFI Infinity Zurich, Switzerland	$234K	+$164K	1	0.07%	New
4378	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$234K	+$151K	1	0.08%	New
4379	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$233K	+$151K	1	0.13%	New
4380	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$231K	+$78K	2	0.04%	Increased
4381	IFPG Intrepid Financial Planning Group Carmel, Indiana	$231K	+$150K	1	0.08%	New
4382	ACM ACT Capital Management Wayne, Pennsylvania	$231K	-$975K	1	0.15%	Reduced
4383	CIA Christian Investment Advisors New Braunfels, Texas	$231K	+$150K	1	0.14%	New
4384	DSA Droms Strauss Advisors St. Louis, Missouri	$231K	+$150K	1	0.05%	New
4385	FNT First Nebraska Trust Lincoln, Nebraska	$231K	+$150K	1	0.02%	New
4386	GA Gordian Advisors Tucson, Arizona	$231K	+$150K	1	0.14%	New
4387	HA Heffernan Advisory Flagstaff, Arizona	$231K	+$150K	1	0.19%	New
4388	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$231K	-$4.76M	1	0.03%	Reduced
4389	OKSA O'Keefe Stevens Advisory Rochester, New York	$231K	+$150K	1	0.05%	New
4390	SL Sentry LLC Memphis, Tennessee	$231K	+$150K	1	0.06%	New
4391	T TrueFG Cedar Park, Texas	$231K	+$150K	1	0.05%	New
4392	WFA WJ Financial Advisors Killingworth, Connecticut	$231K	+$150K	1	0.17%	New
4393	IWA Inspirion Wealth Advisors Libertyville, Illinois	$230K	+$167K	1	0.03%	New
4394	BWP Burling Wealth Partners Chicago, Illinois	$230K	+$161K	1	0.03%	New
4395	AWM AAF Wealth Management Westborough, Massachusetts	$230K	+$149K	1	0.08%	New
4396	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$230K	+$149K	1	0.19%	New
4397	MF Montis Financial Waltham, Massachusetts	$230K	+$149K	1	0.05%	New
4398	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$230K	-$437K	1	0.08%	Reduced
4399	UFPG United Financial Planning Group Hauppauge, New York	$229K	$0	3	0.12%	Maintained
4400	EWM Elite Wealth Management Kirkland, Washington	$229K	+$148K	1	0.07%	New