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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	RAM Riggs Asset Management Dallas, Pennsylvania	$6K	$0	1	0%	Maintained
802	SBL Sargent Bickham Lagudis Boulder, Colorado	$6K	+$5.62K	2	0%	New
803	WA WealthTrust-Arizona Scottsdale, Arizona	$6K	-$5.62K	1	0%	Reduced
804	ZB Zions Bancorporation Salt Lake City, Utah	$6K	+$1.03K	2	0%	Increased
805	PMFA Plante Moran Financial Advisors Southfield, Michigan	$5K	-$4.86K	2	0%	Reduced
806	TSU TD Securities (USA) New York	$5K	-$112	2	0.05%	Reduced
807	FAM Fortaleza Asset Management Chicago, Illinois	$4.54K	$0	1	0%	Maintained
808	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$4K	$0	1	0%	Maintained
809	MFW Mosaic Family Wealth St. Louis, Missouri	$4K	$0	2	0%	Maintained
810	PCP Proficio Capital Partners Newton, Massachusetts	$4K	-$423	2	0%	Reduced
811	Allworth Financial Folsom, California	$3K	$0	1	0%	Maintained
812	CFA Camarda Financial Advisors Fleming Island, Florida	$3K	$0	1	0%	Maintained
813	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
814	TC Towle & Co Denver, Colorado	$3K	+$3.46K	1	0%	New
815	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2K	$0	1	0%	Maintained
816	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2K	+$1.73K	1	0%	New
817	BAM Bruderman Asset Management Locust Valley, New York	$1K	$0	1	0%	Maintained
818	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
819	FAM Formidable Asset Management Cincinnati, Ohio	$1K	$0	1	0%	Maintained
820	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	$0	1	0%	Maintained
821	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
822	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1K	+$1.27K	1	0%	New
823	KT Kanaly Trust Houston, Texas	$1K	+$1.44K	1	0%	New
824	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	+$1.04K	1	0%	New
825	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1K	$0	1	0%	Maintained