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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
4651	GK Graney & King Latham, New York	$2.31K	-$4.5K	1	0%	Reduced
4652	PWM Proathlete Wealth Management Boca Raton, Florida	$2.31K	+$1.5K	1	0%	New
4653	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.59K	+$304	2	0.02%	Increased
4654	EIP Essential Investment Partners Englewood, Colorado	$1.15K	+$750	1	0%	New
4655	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$739	+$521	1	0%	New
4656	9C 9823 Capital Dallas, Texas	$0	-$203K	0	–	Closed
4657	APM a16z Perennial Management Menlo Park, California	$0	-$1.44M	0	–	Closed
4658	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$3.38M	0	–	Closed
4659	AFC AFT Forsyth & Company West Palm Beach, Florida	$0	-$978K	0	–	Closed
4660	AIM Alpine Investment Management Hong Kong	$0	-$2.6M	0	–	Closed
4661	ARGA Investment Management Stamford, Connecticut	$0	-$287K	0	–	Closed
4662	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$936K	0	–	Closed
4663	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$1.07M	0	–	Closed
4664	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$585K	0	–	Closed
4665	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$4.56K	0	–	Closed
4666	BC Beaconlight Capital New York	$0	-$1.87M	0	–	Closed
4667	BWM BigSur Wealth Management Miami, Florida	$0	-$439K	0	–	Closed
4668	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$0	-$70.9K	0	–	Closed
4669	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$0	-$2.2M	0	–	Closed
4670	BJF Blue Jean Financial Albany, New York	$0	-$5.29M	0	–	Closed
4671	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$644K	0	–	Closed
4672	BFM Brooklands Fund Management London, United Kingdom	$0	-$3.73M	0	–	Closed
4673	BFG Broussard Financial Group Kaplan, Louisiana	$0	-$343K	0	–	Closed
4674	BWM Bulltick Wealth Management Miami, Florida	$0	-$442K	0	–	Closed
4675	BGM Burkehill Global Management New York	$0	-$79.4M	0	–	Closed