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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
4501	NWM Nova Wealth Management Bonita Springs, Florida	$150K	+$45.5K	2	0.08%	Increased
4502	NECFA New England Capital Financial Advisors Meriden, Connecticut	$148K	-$679K	1	0.04%	Reduced
4503	LC Luminist Capital Grand Rapids, Michigan	$148K	+$102K	2	0.17%	New
4504	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$145K	+$82.5K	1	0.07%	Increased
4505	AI Atomic Invest New York	$144K	+$2.86K	3	0.01%	Increased
4506	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$143K	+$93K	1	0.44%	New
4507	IRC Investors Research Corp Atlanta, Georgia	$143K	-$486K	1	0.03%	Reduced
4508	JEST JTC Employer Solutions Trustee St Helier, Jersey	$141K	$0	1	0.01%	Maintained
4509	GA GoalVest Advisory New York	$136K	-$2.93M	3	0.03%	Reduced
4510	DCM Davis Capital Management Jacksonville, Florida	$135K	+$75.4K	4	0.08%	Increased
4511	CIEC Crédit Industriel et Commercial Paris France, France	$135K	+$132K	1	0.01%	New
4512	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$133K	+$13.7K	1	0.04%	Increased
4513	DWA Delos Wealth Advisors Dallas, Texas	$133K	+$750	2	0.07%	Increased
4514	PWMG Private Wealth Management Group Princeton, New Jersey	$133K	-$22.7K	4	0.03%	Reduced
4515	LD Lipe & Dalton Syracuse, New York	$130K	+$91.1K	1	0.06%	New
4516	FB First Bancorp Damariscotta, Maine	$130K	+$91.1K	1	0.05%	New
4517	MWA Medallion Wealth Advisors Farmington, Connecticut	$130K	-$788K	2	0.04%	Reduced
4518	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$129K	-$49.2K	1	0.03%	Reduced
4519	CBT CoreFirst Bank & Trust Topeka, Kansas	$127K	$0	1	0.06%	Maintained
4520	AT Avalon Trust Santa Fe, New Mexico	$126K	+$32.8K	2	0.01%	Increased
4521	LIA Luken Investment Analytics Brentwood, Tennessee	$125K	$0	1	0.04%	Maintained
4522	FLP Financial Life Planners Tempe, Arizona	$122K	$0	1	0.08%	Maintained
4523	OW Olistico Wealth Tulsa, Oklahoma	$122K	-$34.5K	2	0.05%	Reduced
4524	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$120K	$0	1	0.08%	Maintained
4525	CCMR Core Capital Management & Research Houston, Texas	$118K	+$104K	3	0.06%	New