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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
4626	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$16.9K	+$11.8K	1	0.03%	New
4627	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.9K	$0	1	0.01%	Maintained
4628	PCA Providence Capital Advisors Charlotte, North Carolina	$16.3K	+$10.4K	2	0%	New
4629	FF Friedenthal Financial Marlton, New Jersey	$15.9K	-$2.17M	1	0.01%	Reduced
4630	MLA MB, Levis & Associates Center Valley, Pennsylvania	$15.2K	-$342	1	0.01%	Reduced
4631	CIAS CBIZ Investment Advisory Services Independence, Ohio	$14.8K	$0	3	0%	Maintained
4632	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$13K	$0	1	0%	Maintained
4633	ATC Adirondack Trust Company Saratoga Springs, New York	$10.7K	+$7.11K	2	0%	New
4634	HFG Harborfront Financial Group Ludington, Michigan	$10.4K	+$7.29K	1	0.04%	New
4635	RPA Redwood Park Advisors Redwood City, California	$10.4K	$0	2	0.01%	Maintained
4636	EA Evolution Advisers Richmond, Virginia	$9K	+$7.2K	3	0%	New
4637	KTC Kentucky Trust Company Danville, Kentucky	$6.93K	$0	1	0%	Maintained
4638	AW Ankerstar Wealth Leander, Texas	$6.61K	+$3.35K	3	0.01%	Increased
4639	RWM RMG Wealth Management Platteville, Wisconsin	$6.43K	-$3.87K	3	0%	Reduced
4640	NWS Nvest Wealth Strategies Powell, Ohio	$6.21K	+$1.21K	2	0%	Increased
4641	MGI Miller Global Investments Dallas, Texas	$5.77K	+$3.75K	1	0%	New
4642	PWM Peterson Wealth Management Sparks, Nevada	$4.63K	+$3.2K	2	0%	New
4643	CFFP Center for Financial Planning Southfied, Michigan	$4.62K	$0	1	0%	Maintained
4644	DFA DHJJ Financial Advisors Naperville, Illinois	$4.33K	$0	1	0%	Maintained
4645	3FI 3 Factor Indexing Sacramento, California	$4.33K	+$607	2	0%	Increased
4646	CI Cordant Inc Portland, Oregon	$4.18K	+$2.41K	2	0%	New
4647	DFC DB Fitzpatrick & Co Boise, Idaho	$2.31K	-$3K	1	0%	Reduced
4648	ICM Islay Capital Management Lubbock, Texas	$2.31K	-$261K	1	0%	Reduced
4649	SNB Security National Bank Omaha, Nebraska	$2.31K	+$1.5K	1	0%	New
4650	Vanguard Advisers Inc Malvern, Pennsylvania	$2.31K	-$6K	1	0%	Reduced