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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
751	HR Howe & Rusling Rochester, New York	$32K	-$233K	1	0.01%	Reduced
752	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$32K	-$1.91K	2	0.01%	Reduced
753	NFG Next Financial Group Houston, Texas	$32K	-$137K	2	0.01%	Reduced
754	Krilogy Financial St. Louis, Missouri	$31K	+$36.1K	2	0.01%	New
755	MUS Mitsubishi UFJ Securities Tokyo, Japan	$31K	-$22.7K	2	0.22%	Reduced
756	GAM Gemmer Asset Management Walnut Creek, California	$28K	-$4.13K	2	0.02%	Reduced
757	JFA JNBA Financial Advisors Bloomington, Minnesota	$28K	+$32.5K	1	0.01%	New
758	Brookstone Capital Management Wheaton, Illinois	$27K	$0	3	0%	Maintained
759	BAM Brave Asset Management Summit, New Jersey	$26K	+$29.3K	1	0.02%	New
760	Carson Wealth (CWM LLC) Omaha, Nebraska	$26K	+$28.7K	1	0%	New
761	NSIM North Star Investment Management Chicago, Illinois	$26K	+$29.3K	1	0.01%	New
762	MIC MU Investments Company Tokyo, Japan	$25K	$0	1	0.01%	Maintained
763	VIA Vantage Investment Advisors State College, Pennsylvania	$25K	$0	2	0.01%	Maintained
764	RFA Reilly Financial Advisors La Mesa, California	$24K	+$3.98K	3	0%	Increased
765	WRM Westport Resources Management Westport, Connecticut	$24K	$0	1	0.01%	Maintained
766	PMFA Plante Moran Financial Advisors Southfield, Michigan	$23K	+$17.4K	2	0.02%	Increased
767	Bartlett & Co Cincinnati, Ohio	$22K	+$18.9K	1	0%	Increased
768	HCM Herndon Capital Management Atlanta, Georgia	$22K	-$328K	1	0%	Reduced
769	Waverly Advisors Birmingham, Alabama	$22K	+$25.1K	1	0.02%	New
770	Capital Guardian Trust Los Angeles, California	$20K	$0	2	0%	Maintained
771	LNB Ledyard National Bank	$19K	$0	2	0%	Maintained
772	PO Private Ocean San Rafael, California	$19K	$0	1	0.01%	Maintained
773	AIM Advantage Investment Management Cedar Rapids, Iowa	$18K	$0	2	0.01%	Maintained
774	CBT Central Bank & Trust Lexington, Kentucky	$18K	-$955K	2	0.01%	Reduced
775	RA Rational Advisors Huntington, New York	$18K	$0	2	0.01%	Maintained