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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
4551	HIA HFM Investment Advisors Glassboro, New Jersey	$85.7K	+$29.8K	5	0.03%	Increased
4552	PCFFS Pacific Center for Financial Services San Ramon, California	$85.1K	$0	2	0.02%	Maintained
4553	TIAA Trust, National Association Charlotte, North Carolina	$83.1K	-$267K	1	0%	Reduced
4554	BDL Banque de Luxembourg Luxembourg	$82.3K	+$57.7K	1	0.04%	New
4555	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$81.4K	$0	2	0.03%	Maintained
4556	TCM Timbuktu Capital Management Boston, Massachusetts	$76.9K	+$53.7K	1	0.12%	New
4557	LHEI Leo H. Evart Inc Redwood City, California	$74.8K	+$10.4K	2	0.06%	Increased
4558	IWP IAG Wealth Partners Waukesha, Wisconsin	$71.6K	$0	1	0.01%	Maintained
4559	HC Hurley Capital New York	$67.2K	+$7.5K	1	0.03%	Increased
4560	SW StrongBox Wealth Lee's Summit, Missouri	$66.9K	+$43.5K	1	0.02%	New
4561	T Transce3nd Kyle, Texas	$66.9K	-$1.21K	1	0.59%	Reduced
4562	ORAM One River Asset Management Stamford, Connecticut	$65.9K	-$133K	1	0.02%	Reduced
4563	GF GGM Financials Columbus, Ohio	$65.7K	+$304	1	0.02%	Increased
4564	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$63.6K	$0	2	0.05%	Maintained
4565	TC Toews Corporation Northfield, New Jersey	$63.5K	+$43K	3	0.01%	New
4566	BCA Bitterroot Capital Advisors Bozeman, Montana	$63.5K	-$7.5K	1	0.04%	Reduced
4567	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$61.5K	-$23.2K	2	0.01%	Reduced
4568	NL NorthAvenue LLC Columbus, Ohio	$57.7K	$0	1	0.04%	Maintained
4569	TLA Tanglewood Legacy Advisors Houston, Texas	$57.7K	$0	1	0.02%	Maintained
4570	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$57.1K	-$6.88M	5	0.01%	Reduced
4571	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$56.4K	$0	2	0%	Maintained
4572	KSB Kennebec Savings Bank Augusta, Maine	$55.5K	+$20.6K	1	0.04%	Increased
4573	EAM Eukles Asset Management Cincinnati, Ohio	$54.9K	+$7.5K	2	0.02%	Increased
4574	SA Seneschal Advisors Tacoma, Washington	$54.7K	+$21.7K	3	0.04%	Increased
4575	HFS Horizon Financial Services Winston Salem, North Carolina	$51.8K	-$26.6K	2	0.02%	Reduced