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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	Fuller & Thaler Asset Management San Mateo, California	$41K	+$36.4K	1	0%	New
752	NFG Next Financial Group Houston, Texas	$37K	+$9.22K	2	0.01%	Increased
753	GAM Gemmer Asset Management Walnut Creek, California	$34K	+$3.75K	3	0.02%	Increased
754	AIM Advantage Investment Management Cedar Rapids, Iowa	$32K	+$16.8K	2	0.01%	Increased
755	Carson Wealth (CWM LLC) Omaha, Nebraska	$32K	$0	1	0%	Maintained
756	RFA Reilly Financial Advisors La Mesa, California	$31K	+$6.71K	2	0.01%	Increased
757	MUS Mitsubishi UFJ Securities Tokyo, Japan	$30K	$0	2	0.04%	Maintained
758	NIMI Natixis Investment Managers International Paris, France	$30K	-$65.2K	1	0%	Reduced
759	PCM Prelude Capital Management New York	$30K	-$2.92M	1	0%	Reduced
760	First Manhattan New York	$29K	$0	2	0%	Maintained
761	BAM Brave Asset Management Summit, New Jersey	$27K	+$11.2K	1	0.02%	Increased
762	LI LVZ Inc Holland, Michigan	$26K	$0	1	0.01%	Maintained
763	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$25.8K	-$36.6K	1	0.01%	Reduced
764	MCF Advisors Covington, Kentucky	$25K	+$73	1	0.01%	Increased
765	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$24K	-$1.4K	2	0.01%	Reduced
766	VIA Vantage Investment Advisors State College, Pennsylvania	$24K	-$2.23K	2	0.01%	Reduced
767	BWP Baldwin Wealth Partners Marion, Massachusetts	$23K	+$20.7K	1	0%	New
768	BWA Burt Wealth Advisors North Bethesda, Maryland	$23K	+$24K	1	0.02%	Increased
769	VCM Versant Capital Management Phoenix, Arizona	$23K	-$559	3	0.01%	Reduced
770	Benjamin F. Edwards & Company St. Louis, Missouri	$22K	+$5.59K	3	0%	Increased
771	Krilogy Financial St. Louis, Missouri	$21K	+$22K	2	0.01%	New
772	EP Edinburgh Partners Edinburgh, United Kingdom	$20K	$0	1	0%	Maintained
773	DBT Dubuque Bank & Trust Dubuque, Iowa	$19K	-$3.56K	2	0%	Reduced
774	EDRE Edmond de Rothschild (Europe) Luxembourg	$19K	$0	1	0.01%	Maintained
775	HFM Hartford Financial Management Hartford, Connecticut	$19K	$0	1	0.01%	Maintained