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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
776	AA Apriem Advisors Irvine, California	$17K	+$16.8K	2	0.01%	Increased
777	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$17K	+$481	2	0.01%	Increased
778	GWM Gupta Wealth Management San Diego, California	$16K	+$13.8K	1	0%	Increased
779	HFM Hartford Financial Management Hartford, Connecticut	$16K	$0	1	0.01%	Maintained
780	Benjamin F. Edwards & Company St. Louis, Missouri	$15K	-$12.4K	2	0%	Reduced
781	LWA Lenox Wealth Advisors New York	$15K	+$16.5K	1	0.01%	New
782	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$15K	$0	1	0%	Maintained
783	O'Shaughnessy Asset Management Stamford, Connecticut	$15K	-$1.56M	1	0%	Reduced
784	TSU TD Securities (USA) New York	$15K	-$12.2M	2	0.14%	Reduced
785	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	$0	2	0.01%	Maintained
786	ZB Zions Bancorporation Salt Lake City, Utah	$14K	+$14.8K	2	0%	New
787	TFO Tarbox Family Office Newport Beach, California	$13K	+$206	2	0.01%	Increased
788	WA WealthTrust-Arizona Scottsdale, Arizona	$13K	+$5.67K	1	0.01%	Increased
789	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	-$1.93K	2	0.01%	Reduced
790	TDC Thompson Davis & Co Richmond, Virginia	$11K	+$4.3K	2	0.02%	Increased
791	CIM Cambria Investment Management Manhattan Beach, California	$9K	$0	1	0%	Maintained
792	Advisory Services Network Atlanta, Georgia	$8K	-$285K	2	0%	Reduced
793	AW Alpha Windward Westwood, Massachusetts	$8K	-$431K	1	0.01%	Reduced
794	SIM Sonora Investment Management Tucson, Arizona	$8K	+$7.91K	1	0%	New
795	Global X Management Company New York	$7K	-$39K	2	0%	Reduced
796	SNT Security National Trust Wheeling, West Virginia	$7K	$0	1	0%	Maintained
797	JIC Joel Isaacson & Co New York	$6K	$0	2	0%	Maintained
798	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	+$6.49K	2	0%	New
799	MUFG Americas New York	$5K	$0	2	0%	Maintained
800	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$5K	+$5.13K	1	0.01%	New