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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
4451	VAG Vannoy Advisory Group Austin, Texas	$210K	+$136K	1	0.12%	New
4452	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$209K	+$131K	1	0.06%	New
4453	CA Crane Advisory Fullerton, California	$209K	+$184K	1	0.03%	New
4454	FIBOI First International Bank of Israel Tel Aviv,	$209K	+$136K	1	0.06%	New
4455	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$209K	+$136K	1	0.16%	New
4456	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$208K	+$146K	1	0.05%	New
4457	WPIC White Pine Investment Company Livonia, Michigan	$208K	+$146K	1	0.04%	New
4458	NPPM North Point Portfolio Managers Orange Village, Ohio	$208K	+$146K	1	0.03%	New
4459	BSCCG Blue Sky Capital Consultants Group Poway, California	$208K	+$135K	1	0.09%	New
4460	Harris Associates Chicago, Illinois	$208K	+$135K	1	0%	New
4461	QCIG Quad-Cities Investment Group Davenport, Iowa	$207K	+$134K	1	0.07%	New
4462	NC nVerses Capital Wellington, Florida	$206K	-$618K	1	0.32%	Reduced
4463	CFG Compass Financial Group Dublin, Ohio	$206K	+$144K	1	0.14%	New
4464	MGW MB Generational Wealth Spokane, Washington	$206K	+$133K	1	0.1%	New
4465	DWM Denver Wealth Management Denver, Colorado	$205K	+$133K	1	0.06%	New
4466	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$205K	+$133K	1	0.1%	New
4467	CPA Cathy Pareto & Associates Coral Gables, Florida	$205K	+$133K	1	0.12%	New
4468	AF Align Financial Hermantown, Minnesota	$205K	$0	2	0.1%	Maintained
4469	JC Jacobs & Co San Francisco, California	$205K	+$133K	1	0.02%	New
4470	RCWM Red Crane Wealth Management San Francisco, California	$205K	+$128K	1	0.15%	New
4471	BSB Bangor Savings Bank Bangor, Maine	$204K	-$22.8K	2	0.02%	Reduced
4472	JBA Johnson Bixby & Associates Vancouver, Washington	$204K	+$133K	1	0.02%	New
4473	ST Spinnaker Trust Portland, Maine	$204K	+$133K	1	0.01%	New
4474	CWM Cedar Wealth Management Walnut Creek, California	$204K	-$146K	1	0.05%	Reduced
4475	FB Finward Bancorp Munster, Indiana	$204K	+$143K	1	0.15%	New