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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
4526	Baillie Gifford & Co Edinburgh, United Kingdom	$117K	+$77.6K	2	0%	New
4527	MIM Marshall Investment Management Littleton, Colorado	$117K	-$395K	2	0.05%	Reduced
4528	FNWA Financial Network Wealth Advisors Murray, Utah	$116K	+$66.7K	3	0.12%	Increased
4529	MCRM Midway Capital Research & Management Chicago, Illinois	$115K	$0	1	0.09%	Maintained
4530	AP Atwood & Palmer Kansas City, Missouri	$115K	-$45.5K	1	0.01%	Reduced
4531	FPB First PREMIER Bank Sioux Falls, South Dakota	$115K	+$75K	1	0.02%	New
4532	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$112K	$0	1	0.03%	Maintained
4533	PIP Philadelphia Investment Partners Voorhees, New Jersey	$111K	+$70.9K	2	0.07%	New
4534	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$110K	+$5.18K	3	0.03%	Increased
4535	WFA West Financial Advisors Des Moines, Iowa	$108K	$0	1	0.02%	Maintained
4536	VL Vima LLC Troy, Michigan	$106K	+$68.2K	3	0.1%	New
4537	CFG CKW Financial Group Honolulu, Hawaii	$106K	+$8.45K	3	0.01%	Increased
4538	DCM Dorato Capital Management Denver, Colorado	$105K	$0	1	0.07%	Maintained
4539	WCM Winthrop Capital Management Carmel, Indiana	$102K	+$37.7K	2	0.02%	Increased
4540	LFA LGT Financial Advisors Dallas, Texas	$100K	$0	1	0.53%	Maintained
4541	TTIC Tower Trust & Investment Company Davenport, Iowa	$97.1K	+$3.09K	3	0.06%	Increased
4542	RQS Ramsey Quantitative Systems Louisville, Kentucky	$96.2K	+$61.4K	2	0.09%	New
4543	DF Downshift Financial Boulder, Colorado	$95.1K	+$63.1K	4	0.04%	New
4544	UIA Ulland Investment Advisors Minneapolis, Minnesota	$93K	$0	2	0.07%	Maintained
4545	HHGA Halbert Hargrove Global Advisors Long Beach, California	$91.7K	+$13K	3	0%	Increased
4546	BW Bravera Wealth Bismarck, North Dakota	$91.6K	+$31.9K	3	0.04%	Increased
4547	RRMM Regatta Research & Money Management Metairie, Louisiana	$88.4K	+$59.6K	2	0.08%	New
4548	NF Napier Financial Braintree, Massachusetts	$87.4K	-$8.17K	2	0.02%	Reduced
4549	HIC Hamrick Investment Counsel Seattle, Washington	$86.7K	-$78.9K	1	0.06%	Reduced
4550	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$86.7K	$0	1	0.03%	Maintained