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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
601	AA Apriem Advisors Irvine, California	$7K	$0	1	0%	Maintained
602	RIA Regal Investment Advisors Kentwood, Michigan	$6K	$0	1	0%	Maintained
603	Capital Guardian Trust Los Angeles, California	$5K	+$4.35K	1	0%	New
604	HFM Hartford Financial Management Hartford, Connecticut	$5K	$0	1	0%	Maintained
605	LWA Lenox Wealth Advisors New York	$5K	$0	1	0%	Maintained
606	WOC West Oak Capital Westlake Village, California	$4.37K	-$3.63K	1	0%	Reduced
607	AC Alexandria Capital Arlington, Virginia	$3K	$0	1	0%	Maintained
608	FWM Focused Wealth Management Newburgh, New York	$3K	+$2.82K	2	0%	New
609	People's United Financial Bridgeport, Connecticut	$3K	$0	1	0%	Maintained
610	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	+$196	1	0%	Increased
611	TCI Wealth Advisors Tucson, Arizona	$3K	$0	1	0%	Maintained
612	FAM Formidable Asset Management Cincinnati, Ohio	$2K	+$1.83K	1	0%	New
613	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2K	$0	1	0%	Maintained
614	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$2K	$0	1	0%	Maintained
615	1919 Investment Counsel Baltimore, Maryland	$1K	$0	1	0%	Maintained
616	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	$0	1	0%	Maintained
617	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	+$522	1	0%	New
618	Jones Financial Companies Des Peres, Missouri	$1K	$0	1	0%	Maintained
619	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	$0	1	0%	Maintained
620	WRM Westport Resources Management Westport, Connecticut	$1K	$0	1	0%	Maintained
621	PIA Piedmont Investment Advisors Durham, North Carolina	$174	+$145	1	0%	New
622	AL Airain Ltd St. Peter Port, Guernsey	$0	-$2.46M	0	–	Closed
623	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	$0	0	–	Closed
624	AP Alydar Partners Boston, Massachusetts	$0	-$3.99M	0	–	Closed
625	American Century Companies Kansas City, Missouri	$0	-$1.6M	0	–	Closed