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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
676	VIA Vantage Investment Advisors State College, Pennsylvania	$14K	+$13.5K	1	0.01%	New
677	MSI Financial Services Springfield, Massachusetts	$13K	-$320	3	0%	Reduced
678	TFO Tarbox Family Office Newport Beach, California	$13K	+$12.2K	2	0.01%	New
679	Advisory Services Network Atlanta, Georgia	$12K	+$11.1K	1	0.01%	New
680	Gradient Investments Arden Hills, Minnesota	$11K	+$11K	1	0%	New
681	HFM Hartford Financial Management Hartford, Connecticut	$11K	+$5.18K	1	0.01%	Increased
682	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10K	$0	2	0.01%	Maintained
683	SNT Security National Trust Wheeling, West Virginia	$10K	$0	1	0%	Maintained
684	KT Kanaly Trust Houston, Texas	$9K	+$8.22K	1	0%	New
685	SMU Signet Management USA Mclean, Virginia	$9K	+$7.78K	1	0.01%	New
686	RIA Regal Investment Advisors Kentwood, Michigan	$8K	$0	1	0%	Maintained
687	RNS Robert N. Shapiro	$8K	-$147K	1	0%	Reduced
688	AA Apriem Advisors Irvine, California	$7K	$0	1	0%	Maintained
689	Capital Guardian Trust Los Angeles, California	$7K	$0	1	0%	Maintained
690	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.97K	+$6.73K	1	0.01%	New
691	EWM Elite Wealth Management Kirkland, Washington	$6K	+$6.21K	2	0%	New
692	Colony Group Boston, Massachusetts	$5K	+$5.05K	1	0%	New
693	LWA Lenox Wealth Advisors New York	$5K	$0	1	0%	Maintained
694	First Horizon Advisors Memphis, Tennessee	$4K	+$3.89K	1	0%	New
695	FWM Focused Wealth Management Newburgh, New York	$3K	$0	2	0%	Maintained
696	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	$0	1	0%	Maintained
697	TCI Wealth Advisors Tucson, Arizona	$3K	$0	1	0%	Maintained
698	CHC City Holding Co Charleston, West Virginia	$2K	+$1.94K	1	0%	New
699	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
700	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained