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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
801	KT Kanaly Trust Houston, Texas	$6K	-$8.15K	1	0%	Reduced
802	LWA Lenox Wealth Advisors New York	$6K	$0	1	0%	Maintained
803	TCI Wealth Advisors Tucson, Arizona	$6K	+$2.24K	2	0%	Increased
804	Benjamin F. Edwards & Company St. Louis, Missouri	$5K	+$4.56K	1	0%	New
805	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	+$657	1	0%	Increased
806	CHC City Holding Co Charleston, West Virginia	$3K	$0	1	0%	Maintained
807	FAM Formidable Asset Management Cincinnati, Ohio	$3K	$0	1	0%	Maintained
808	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
809	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$3K	$0	1	0%	Maintained
810	QI Qualcomm Inc San Diego, California	$3K	-$3.46M	1	0%	Reduced
811	VAM Visionary Asset Management Houston, Texas	$3K	+$2.81K	1	0%	New
812	1919 Investment Counsel Baltimore, Maryland	$1K	$0	1	0%	Maintained
813	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
814	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	$0	1	0%	Maintained
815	MIM Macroview Investment Management Bethesda, Maryland	$1K	$0	1	0%	Maintained
816	ARC Absolute Return Capital Boston, Massachusetts	$0	-$6.38M	0	–	Closed
817	AR Advisory Research Chicago, Illinois	$0	-$142K	0	–	Closed
818	ACM Akanthos Capital Management Woodland Hills, California	$0	-$1.59M	0	–	Closed
819	AA Ancient Art Austin, Texas	$0	-$14.3M	0	–	Closed
820	ACM Artha Capital Management Stamford, Connecticut	$0	-$6.3M	0	–	Closed
821	AIM Assured Investment Management New York	$0	-$6.23M	0	–	Closed
822	ACM Axel Capital Management New York	$0	-$710K	0	–	Closed
823	AC AYM Capital New York	$0	-$1.36M	0	–	Closed
824	BHA Beech Hill Advisors New York	$0	-$420K	0	–	Closed
825	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$313K	0	–	Closed