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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	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$34K	$0	1	0.02%	Maintained
802	First Horizon Advisors Memphis, Tennessee	$33K	-$18.6K	1	0%	Reduced
803	MUS Mitsubishi UFJ Securities Tokyo, Japan	$33K	$0	2	0.06%	Maintained
804	PMFA Plante Moran Financial Advisors Southfield, Michigan	$33K	+$24.5K	2	0.02%	Increased
805	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$31K	$0	2	0.01%	Maintained
806	Krilogy Financial St. Louis, Missouri	$31K	+$3.98K	2	0.01%	Increased
807	Advisory Services Network Atlanta, Georgia	$28K	-$21.6K	2	0.01%	Reduced
808	CCM Cribstone Capital Management Augusta, Maine	$28K	-$494K	2	0.02%	Reduced
809	LI LVZ Inc Holland, Michigan	$28K	$0	1	0.01%	Maintained
810	TCM Tradewinds Capital Management Bellingham, Washington	$28K	-$39.8K	3	0.02%	Reduced
811	BWA Burt Wealth Advisors North Bethesda, Maryland	$27K	-$2.39K	1	0.03%	Reduced
812	EP Edinburgh Partners Edinburgh, United Kingdom	$26K	$0	1	0%	Maintained
813	Carson Wealth (CWM LLC) Omaha, Nebraska	$25K	-$8.03K	1	0%	Reduced
814	EDRE Edmond de Rothschild (Europe) Luxembourg	$25K	$0	1	0.01%	Maintained
815	BWP Baldwin Wealth Partners Marion, Massachusetts	$24K	$0	1	0%	Maintained
816	Benjamin F. Edwards & Company St. Louis, Missouri	$22K	-$2.39K	3	0%	Reduced
817	VCM Versant Capital Management Phoenix, Arizona	$22K	-$482	3	0.01%	Reduced
818	WRM Westport Resources Management Westport, Connecticut	$22K	$0	1	0.01%	Maintained
819	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$19K	+$2.96K	3	0%	Increased
820	PO Private Ocean San Rafael, California	$18K	$0	1	0.01%	Maintained
821	BIG Bellwether Investment Group Chattanooga, Tennessee	$17K	+$15.8K	1	0.02%	New
822	Pathstone Family Office Englewood, New Jersey	$17K	+$16.1K	1	0.02%	New
823	ANBT American National Bank & Trust Wichita Falls, Texas	$16K	+$14.9K	1	0.01%	New
824	HFM Hartford Financial Management Hartford, Connecticut	$16K	$0	1	0.01%	Maintained
825	Loomis, Sayles & Company Boston, Massachusetts	$16K	+$2.93K	2	0%	Increased