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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
701	VIA Vantage Investment Advisors State College, Pennsylvania	$16K	$0	1	0.01%	Maintained
702	HFM Hartford Financial Management Hartford, Connecticut	$14K	+$1.41K	1	0.01%	Increased
703	TFO Tarbox Family Office Newport Beach, California	$13K	+$1.23K	2	0.01%	Increased
704	MassMutual Private Wealth & Trust Windsor, Connecticut	$12.1K	+$5.24K	2	0.01%	Increased
705	KT Kanaly Trust Houston, Texas	$12K	+$1.52K	1	0%	Increased
706	AA Apriem Advisors Irvine, California	$8K	$0	1	0%	Maintained
707	RIA Regal Investment Advisors Kentwood, Michigan	$8K	$0	1	0%	Maintained
708	BRWM B. Riley Wealth Management Memphis, Tennessee	$7K	+$7.13K	1	0.01%	New
709	SNT Security National Trust Wheeling, West Virginia	$6K	-$3.51K	1	0%	Reduced
710	Colony Group Boston, Massachusetts	$5K	$0	1	0%	Maintained
711	First Horizon Advisors Memphis, Tennessee	$5K	$0	1	0%	Maintained
712	LWA Lenox Wealth Advisors New York	$5K	$0	1	0%	Maintained
713	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	+$2.61K	2	0%	Increased
714	FWM Focused Wealth Management Newburgh, New York	$4K	$0	2	0%	Maintained
715	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	+$212	1	0%	Increased
716	TCI Wealth Advisors Tucson, Arizona	$3K	$0	1	0%	Maintained
717	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained
718	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
719	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2K	$0	1	0%	Maintained
720	KCPG Kavar Capital Partners Group Leawood, Kansas	$2K	+$2.38K	1	0%	New
721	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$2K	$0	1	0%	Maintained
722	SignatureFD Atlanta, Georgia	$2K	$0	1	0%	Maintained
723	1919 Investment Counsel Baltimore, Maryland	$1K	$0	1	0%	Maintained
724	Gradient Investments Arden Hills, Minnesota	$1K	-$10.6K	1	0%	Reduced
725	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	-$71	1	0%	Reduced