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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
4401	HNWAG High Net Worth Advisory Group Naples, Florida	$227K	+$143K	1	0.05%	New
4402	MFA Millington Financial Advisors Naperville, Illinois	$227K	+$200K	1	0.09%	New
4403	WP Walleye Partners Madison, Wisconsin	$226K	+$147K	1	0.26%	New
4404	CWM Carolina Wealth Management Greenville, North Carolina	$225K	+$146K	1	0.1%	New
4405	EM ELCO Management New York	$225K	+$146K	1	0.1%	New
4406	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$224K	+$145K	1	0.09%	New
4407	TIM Titan Investment Management Indianapolis, Indiana	$224K	+$145K	1	0.17%	New
4408	FWP Fiduciary Wealth Partners Boston, Massachusetts	$223K	+$145K	1	0.12%	New
4409	AAG Asset Advisory Group Kinnelon, New Jersey	$223K	+$145K	1	0.1%	New
4410	FF Farnam Financial Phoenix, Arizona	$223K	+$156K	1	0.16%	New
4411	FCFC First Citizens Financial Corp Mason City, Iowa	$222K	+$144K	1	0.09%	New
4412	LWA Lifelong Wealth Advisors Arden Hills, Minnesota	$222K	+$144K	1	0.05%	New
4413	MWM Marion Wealth Management Monroeville, Pennsylvania	$222K	+$144K	1	0.05%	New
4414	PSA Plum Street Advisors New Orleans, Louisiana	$221K	+$155K	1	0.07%	New
4415	GFA Godfrey Financial Associates Glenmont, New York	$221K	-$1.19K	4	0.17%	Reduced
4416	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$221K	+$144K	3	0.06%	New
4417	WCM Wealthcare Capital Management Richmond, Virginia	$220K	+$143K	1	0.02%	New
4418	HVP Hudson Value Partners Palm Beach, Florida	$220K	+$154K	1	0.06%	New
4419	SSG Summit Securities Group New York	$220K	-$1.06M	2	0.02%	Reduced
4420	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$219K	+$142K	1	0.12%	New
4421	AWA Alaska Wealth Advisors Anchorage, Alaska	$217K	+$141K	1	0.02%	New
4422	FFC First Financial Corp Terre Haute, Indiana	$217K	$0	1	0.08%	Maintained
4423	Country Trust Bank Bloomington, Illinois	$217K	$0	2	0%	Maintained
4424	1NWS 1 North Wealth Services Annapolis, Maryland	$217K	$0	1	0.07%	Maintained
4425	AIA Acute Investment Advisory Mesa, Arizona	$217K	+$152K	1	2.29%	New