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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
4476	IEFM IQ EQ Fund Management Dublin 2, Ireland	$203K	+$142K	1	0.01%	New
4477	AIA Arbor Investment Advisors Winston Salem, North Carolina	$203K	+$132K	1	0.02%	New
4478	CA Commerce Advisors Memphis, Tennessee	$203K	+$132K	1	0.11%	New
4479	IC Innealta Capital Austin, Texas	$202K	+$127K	1	0.11%	New
4480	SA SAM Advisors Oakhurst, California	$201K	+$130K	1	0.05%	New
4481	PCM Peirce Capital Management The Woodlands, Texas	$201K	+$130K	1	0.07%	New
4482	PC Purewater Capital Fort Worth, Texas	$200K	+$140K	1	0.14%	New
4483	DAM Delta Asset Management Memphis, Tennessee	$199K	-$78K	2	0.02%	Reduced
4484	DJSG D.J. St. Germain Springfield, Massachusetts	$194K	+$18.7K	2	0.01%	Increased
4485	TF Tompkins Financial Ithaca, New York	$193K	+$33K	2	0.01%	Increased
4486	PS Planning Strategies Lancaster, Pennsylvania	$190K	+$124K	3	0.12%	New
4487	JFA JNBA Financial Advisors Bloomington, Minnesota	$183K	+$20K	3	0.01%	Increased
4488	OCM Osbon Capital Management Boston, Massachusetts	$182K	-$1.5K	1	0.14%	Reduced
4489	SA Strategic Advocates Logan, Utah	$177K	+$93.2K	3	0.68%	Increased
4490	FF Finley Financial Las Vegas, Nevada	$173K	$0	1	0.07%	Maintained
4491	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$173K	+$112K	1	0.16%	New
4492	CWP Clark Wealth Partners O'fallon, Illinois	$165K	+$1.43K	3	0.09%	Increased
4493	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$159K	+$2.99K	4	0.02%	Increased
4494	B Bayban Bayport, Minnesota	$159K	-$15.2K	2	0.12%	Reduced
4495	TC Trust Company Manhattan, Kansas	$155K	+$11.2K	4	0.01%	Increased
4496	HPWM High Point Wealth Management Chester, New Jersey	$155K	+$44.2K	1	0.13%	Increased
4497	BH Burk Holdings Tulsa, Oklahoma	$153K	$0	2	0.06%	Maintained
4498	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$153K	+$20.8K	1	1.51%	New
4499	WCM Westend Capital Management Sausalito, California	$152K	-$53.6K	2	0.03%	Reduced
4500	WAG Wiser Advisor Group Phoenix, Arizona	$151K	$0	1	0.17%	Maintained