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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
576	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$8K	+$7.66K	2	0.01%	New
577	WOC West Oak Capital Westlake Village, California	$7.17K	+$5.54K	1	0.01%	New
578	AA Apriem Advisors Irvine, California	$6K	+$5.22K	1	0%	New
579	HFM Hartford Financial Management Hartford, Connecticut	$5K	+$4.47K	1	0%	New
580	RIA Regal Investment Advisors Kentwood, Michigan	$5K	+$3.88K	1	0%	New
581	SNT Security National Trust Wheeling, West Virginia	$5K	+$5.06K	1	0%	New
582	LWA Lenox Wealth Advisors New York	$4K	+$3.98K	1	0%	New
583	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4K	+$3.4K	1	0%	New
584	AC Alexandria Capital Arlington, Virginia	$3K	+$3.08K	1	0%	New
585	Brown Brothers Harriman & Co New York	$3K	+$2.79K	1	0%	New
586	RFA Reilly Financial Advisors La Mesa, California	$3K	+$2.22K	1	0%	New
587	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2K	+$1.92K	1	0%	New
588	People's United Financial Bridgeport, Connecticut	$2K	+$1.66K	1	0%	New
589	SFSIG San Francisco Sentry Investment Group San Francisco, California	$2K	+$2.31K	1	0%	New
590	TCI Wealth Advisors Tucson, Arizona	$2K	+$2.26K	1	0%	New
591	1919 Investment Counsel Baltimore, Maryland	$1K	+$447	1	0%	New
592	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	+$1.27K	1	0%	New
593	Jones Financial Companies Des Peres, Missouri	$1K	+$1.04K	1	0%	New
594	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	+$611	1	0%	New
595	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	+$1.11K	1	0%	New
596	PSI Pinnacle Summer Investments Fairfax, Virginia	$1K	+$548	1	0%	New
597	WRM Westport Resources Management Westport, Connecticut	$1K	+$1.31K	1	0%	New
598	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	+$186	1	0%	New
599	JIC Joel Isaacson & Co New York	$0	+$224	1	0%	New