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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	AIM Advantage Investment Management Cedar Rapids, Iowa	$22K	$0	2	0.01%	Maintained
802	RA Rational Advisors Huntington, New York	$22K	$0	2	0.01%	Maintained
803	HFM Hartford Financial Management Hartford, Connecticut	$20K	+$20.1K	1	0.01%	New
804	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	-$215K	2	0.02%	Reduced
805	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$19K	$0	1	0%	Maintained
806	VNA Valley National Advisers Bethlehem, Pennsylvania	$19K	$0	2	0.01%	Maintained
807	TFO Tarbox Family Office Newport Beach, California	$16K	-$880	2	0.01%	Reduced
808	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$15K	-$9.81K	2	0.01%	Reduced
809	SEC Seven Eight Capital New York	$15K	-$562K	1	0.02%	Reduced
810	First Horizon Advisors Memphis, Tennessee	$13K	$0	1	0%	Maintained
811	RI Redwood Investments Boston, Massachusetts	$13K	-$6.4M	1	0%	Reduced
812	CIM Cambria Investment Management Manhattan Beach, California	$11K	+$12.7K	1	0%	Increased
813	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	$0	1	0.01%	Maintained
814	HI Hudock Inc Williamsport, Pennsylvania	$10K	$0	1	0%	Maintained
815	PMFA Plante Moran Financial Advisors Southfield, Michigan	$10K	$0	1	0.01%	Maintained
816	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
817	TDC Thompson Davis & Co Richmond, Virginia	$9K	-$68K	2	0.01%	Reduced
818	Bartlett & Co Cincinnati, Ohio	$8K	+$10.7K	1	0%	New
819	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$8K	+$666	2	0.01%	Increased
820	KT Kanaly Trust Houston, Texas	$8K	+$4.88K	1	0%	Increased
821	JIC Joel Isaacson & Co New York	$7K	$0	2	0%	Maintained
822	MUFG Americas New York	$6K	-$35.7K	2	0%	Reduced
823	RAM Riggs Asset Management Dallas, Pennsylvania	$6K	$0	1	0%	Maintained
824	TCI Wealth Advisors Tucson, Arizona	$6K	+$3.93K	2	0%	Increased
825	GWM Gupta Wealth Management San Diego, California	$5K	-$3K	1	0%	Reduced