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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
4601	JFG JDM Financial Group Austin, Texas	$28.9K	-$157K	1	0.01%	Reduced
4602	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$28.9K	+$18.7K	1	0.01%	New
4603	HAP Harbor Asset Planning Belmont, Massachusetts	$27.7K	$0	1	0.02%	Maintained
4604	BA Bard Associates Chicago, Illinois	$27.1K	+$18.1K	2	0.01%	New
4605	CYG Clean Yield Group Norwich, Vermont	$26K	$0	1	0.01%	Maintained
4606	PP Paladin Partners Hartland, Wisconsin	$26K	$0	1	0.02%	Maintained
4607	PSFG Park Square Financial Group Roswell, Georgia	$25.4K	-$3.75K	1	0.23%	Reduced
4608	NWM Navigoe Wealth Management Redondo Beach, California	$25K	+$17.9K	5	0.01%	New
4609	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$24.2K	+$750	1	0.02%	Increased
4610	NA Networth Advisors Canonsburg, Pennsylvania	$24.2K	-$3K	1	0.01%	Reduced
4611	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$23.8K	+$16.7K	1	0.01%	New
4612	MWA Miller Wealth Advisors Ridgeway, Colorado	$23.1K	+$15K	1	0.01%	New
4613	BL BFSG LLC Irvine, California	$22.4K	+$12.9K	3	0%	Increased
4614	WFG Wormser Freres Gestion Paris, France	$22.1K	+$15.5K	1	0.01%	New
4615	LAM Lummis Asset Management Fort Worth, Texas	$21.9K	+$750	1	0.01%	Increased
4616	HC Hoese & Co Glencoe, Minnesota	$21.7K	$0	1	0.01%	Maintained
4617	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$21.7K	-$12.1K	1	0.01%	Reduced
4618	HIA Highland Investment Advisors Ponte Vedra, Florida	$21.6K	+$14.1K	3	0.01%	New
4619	EF Entrust Financial Wayne, Pennsylvania	$20.8K	+$13.5K	1	0.01%	New
4620	BIM Breakwater Investment Management Seattle, Washington	$19.2K	+$6.66K	5	0.01%	Increased
4621	BlueCrest Capital Management St Helier, Jersey	$18.5K	+$12K	1	0%	New
4622	BF Brooklyn FI New York	$17.9K	+$17K	1	0%	New
4623	SAM Sherman Asset Management Ventura, California	$17.3K	-$9K	1	0.01%	Reduced
4624	GSEP Golden State Equity Partners South Coast Metro, California	$17.3K	-$6.65M	2	0.05%	Reduced
4625	SWA Strategic Wealth Advisors Scottsdale, Arizona	$17K	+$17.6K	2	0.01%	Increased