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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
4576	RG RHL Group Holly, Michigan	$49K	+$32K	2	0.04%	New
4577	BIM Bullseye Investment Management Cincinnati, Ohio	$48.2K	-$17.2K	2	0.02%	Reduced
4578	MCA Maryland Capital Advisors Chester, Maryland	$47.6K	+$42.3K	4	0.02%	New
4579	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$46.5K	-$6.5K	1	0.01%	Reduced
4580	SIM Sims Investment Management Cincinnati, Ohio	$46.2K	+$30K	1	0.01%	New
4581	RIAS Rachor Investment Advisory Services Linden, Michigan	$43.9K	-$5.17K	1	0.02%	Reduced
4582	PJC Phillip James Consulting Plymouth, Minnesota	$43.6K	$0	2	0.03%	Maintained
4583	PS PayPay Securities Tokyo, Japan	$43.3K	-$18.4K	2	1.06%	Reduced
4584	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$42.6K	+$28.6K	3	0%	New
4585	PIS POM Investment Strategies Raleigh, North Carolina	$40.9K	+$3.75K	3	0.05%	Increased
4586	FRA Front Row Advisors Tiburon, California	$40.8K	-$304	2	0.01%	Reduced
4587	WestEnd Advisors Charlotte, North Carolina	$40.6K	+$2.55K	3	0%	Increased
4588	WBWA William B. Walkup & Associates Columbia, South Carolina	$40.5K	+$8.89K	2	0.02%	Increased
4589	DF DecisionPoint Financial Mesa, Arizona	$39.8K	+$13.1K	5	0.01%	Increased
4590	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$39.5K	$0	1	0.02%	Maintained
4591	MTI Merrithew & Thorsten Inc San Diego, California	$39K	$0	1	0.03%	Maintained
4592	MFS Montgomery Financial Services Ocean City, Maryland	$38.1K	+$24.7K	1	0.03%	New
4593	P Palladiem Bryn Mawr, Pennsylvania	$36.5K	$0	2	0.04%	Maintained
4594	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$34.7K	$0	1	0.03%	Maintained
4595	FGC Financial Gravity Companies Lakeway, Texas	$32.3K	+$21K	1	0.01%	New
4596	KFP Kroeger Financial Partners Grass Valley, California	$31.2K	+$20.2K	1	0.03%	New
4597	FW Fairway Wealth Independence, Ohio	$30.3K	$0	1	0.01%	Maintained
4598	WA Whipplewood Advisors Littleton, Colorado	$30K	-$446K	2	0.02%	Reduced
4599	CWM Copia Wealth Management Bend, Oregon	$29.6K	+$750	2	0.02%	Increased
4600	VWM Vermillion Wealth Management Rosemount, Minnesota	$29.2K	-$271K	1	0.01%	Reduced