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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	JFA JNBA Financial Advisors Bloomington, Minnesota	$13K	-$16K	1	0.01%	Reduced
802	LNB Ledyard National Bank	$12K	-$9K	1	0%	Reduced
803	PMFA Plante Moran Financial Advisors Southfield, Michigan	$12K	-$13.2K	2	0.01%	Reduced
804	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	-$687	2	0.01%	Reduced
805	VNA Valley National Advisers Bethlehem, Pennsylvania	$10K	-$6.39K	2	0.01%	Reduced
806	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
807	MUFG Americas New York	$8K	+$3.21K	2	0%	Increased
808	Advisory Services Network Atlanta, Georgia	$7K	-$2.26K	2	0%	Reduced
809	Global X Management Company New York	$6K	-$1.8K	2	0%	Reduced
810	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$6K	$0	1	0.01%	Maintained
811	TSU TD Securities (USA) New York	$6K	-$9.99K	2	0.05%	Reduced
812	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	+$1.47K	1	0%	New
813	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$5K	+$5.59K	1	0%	New
814	MFW Mosaic Family Wealth St. Louis, Missouri	$5K	+$5.62K	2	0%	New
815	PCP Proficio Capital Partners Newton, Massachusetts	$5K	+$4.97K	2	0%	New
816	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
817	ZB Zions Bancorporation Salt Lake City, Utah	$5K	-$8.27K	2	0%	Reduced
818	FAM Fortaleza Asset Management Chicago, Illinois	$4K	+$1.13K	1	0%	Increased
819	GBT Grove Bank & Trust Miami, Florida	$4K	+$4.86K	1	0%	New
820	TCI Wealth Advisors Tucson, Arizona	$4K	-$1K	1	0%	Reduced
821	Allworth Financial Folsom, California	$3K	$0	1	0%	Maintained
822	CFA Camarda Financial Advisors Fleming Island, Florida	$3K	+$2.41K	1	0%	New
823	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3K	$0	1	0%	Maintained
824	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
825	ADL Asset Dedication LLC San Francisco, California	$2K	+$2.43K	1	0%	New