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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	TCI Wealth Advisors Tucson, Arizona	$7K	$0	2	0%	Maintained
802	KT Kanaly Trust Houston, Texas	$6K	$0	1	0%	Maintained
803	Benjamin F. Edwards & Company St. Louis, Missouri	$5K	$0	1	0%	Maintained
804	MCF Advisors Covington, Kentucky	$5K	+$4.99K	1	0%	New
805	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	+$5.05K	1	0%	New
806	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	$0	1	0%	Maintained
807	CHC City Holding Co Charleston, West Virginia	$3K	$0	1	0%	Maintained
808	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
809	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3K	+$2.71K	1	0%	New
810	QI Qualcomm Inc San Diego, California	$3K	$0	1	0%	Maintained
811	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$3K	+$3.24K	1	0%	New
812	FAM Formidable Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
813	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$421K	2	0.01%	Reduced
814	RWM Raffa Wealth Management Washington, District of Columbia	$1.34K	+$1.28K	2	0%	New
815	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
816	AP Advisors Preferred Rockville, Maryland	$0	-$11.6K	0	–	Closed
817	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$15.4M	0	–	Closed
818	AC Argentiere Capital Zug, Switzerland	$0	-$655K	0	–	Closed
819	Ariel Investments Chicago, Illinois	$0	-$1.37M	0	–	Closed
820	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$258K	0	–	Closed
821	BCM Basso Capital Management Stamford, Connecticut	$0	-$1.54M	0	–	Closed
822	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$0	-$292K	0	–	Closed
823	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$603K	0	–	Closed
824	CONA Capital One National Association New York	$0	-$903K	0	–	Closed
825	Capstone Investment Advisors New York	$0	-$705K	0	–	Closed