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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	TCM Tradewinds Capital Management Bellingham, Washington	$26K	-$8.31K	3	0.02%	Reduced
777	EDRE Edmond de Rothschild (Europe) Luxembourg	$25K	-$136K	1	0.01%	Reduced
778	MCF Advisors Covington, Kentucky	$24K	+$22.5K	1	0.01%	New
779	RFA Reilly Financial Advisors La Mesa, California	$24K	-$4K	1	0%	Reduced
780	VIA Vantage Investment Advisors State College, Pennsylvania	$24K	$0	2	0.01%	Maintained
781	BAM Brave Asset Management Summit, New Jersey	$23K	-$426	1	0.02%	Reduced
782	VCM Versant Capital Management Phoenix, Arizona	$23K	+$23.2K	3	0.01%	New
783	WRM Westport Resources Management Westport, Connecticut	$23K	$0	1	0.01%	Maintained
784	AP Advisors Preferred Rockville, Maryland	$22K	+$21K	1	0.01%	New
785	AIA Allegis Investment Advisors Idaho Falls, Idaho	$21K	+$23.1K	2	0.01%	New
786	HCM Highlander Capital Management Short Hills, New Jersey	$21K	-$48K	1	0.02%	Reduced
787	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$19K	+$11.9K	2	0.01%	Increased
788	Benjamin F. Edwards & Company St. Louis, Missouri	$18K	+$3.61K	3	0%	Increased
789	PO Private Ocean San Rafael, California	$18K	$0	1	0.01%	Maintained
790	AIM Advantage Investment Management Cedar Rapids, Iowa	$17K	$0	2	0.01%	Maintained
791	AFP Ausdal Financial Partners Davenport, Iowa	$16K	+$16.6K	2	0.01%	New
792	Bartlett & Co Cincinnati, Ohio	$16K	-$6.39K	1	0%	Reduced
793	Capital Guardian Trust Los Angeles, California	$16K	-$3.99K	2	0%	Reduced
794	HFM Hartford Financial Management Hartford, Connecticut	$16K	$0	1	0.01%	Maintained
795	TFO Tarbox Family Office Newport Beach, California	$15K	-$96	2	0.01%	Reduced
796	WA WealthTrust-Arizona Scottsdale, Arizona	$15K	+$2.25K	1	0.01%	Increased
797	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$14K	$0	1	0%	Maintained
798	TDC Thompson Davis & Co Richmond, Virginia	$14K	+$2.4K	2	0.02%	Increased
799	CBT Central Bank & Trust Lexington, Kentucky	$13K	-$8.14K	1	0%	Reduced
800	Hillsdale Investment Management Toronto, Ontario, Canada	$13K	-$316K	1	0%	Reduced