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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
826	MTIP Magee Thomson Investment Partners San Diego, California	$5K	-$2.5K	1	0%	Reduced
827	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4K	$0	1	0%	Maintained
828	RWM Rezny Wealth Management Fort Myers, Florida	$4K	+$6.66K	1	0%	New
829	Allworth Financial Folsom, California	$3K	$0	1	0%	Maintained
830	AA Apriem Advisors Irvine, California	$3K	-$7.15K	2	0%	Reduced
831	BRWM B. Riley Wealth Management Memphis, Tennessee	$3K	$0	1	0%	Maintained
832	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$3K	$0	1	0%	Maintained
833	FAM Fortaleza Asset Management Chicago, Illinois	$3K	-$1.03M	1	0%	Reduced
834	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
835	BAM Bruderman Asset Management Locust Valley, New York	$2K	+$2.67K	1	0%	New
836	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained
837	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$2K	+$3.01K	1	0%	New
838	MCM MV Capital Management Bethesda, Maryland	$2K	$0	1	0%	Maintained
839	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	$0	1	0%	Maintained
840	FAM Formidable Asset Management Cincinnati, Ohio	$1K	$0	1	0%	Maintained
841	Gradient Investments Arden Hills, Minnesota	$1K	-$8K	1	0%	Reduced
842	LFR Lehman Financial Resources Media, Pennsylvania	$1K	$0	1	0%	Maintained
843	RCG Ruggie Capital Group Tavares, Florida	$1K	$0	1	0%	Maintained
844	TCOV Trust Company of Vermont Brattleboro, Vermont	$1K	+$907	1	0%	New
845	RWM Raffa Wealth Management Washington, District of Columbia	$320	$0	1	0%	Maintained
846	1832 Asset Management Toronto, Ontario, Canada	$0	-$11M	0	–	Closed
847	3NC 300 North Capital Pasadena, California	$0	-$2.34M	0	–	Closed
848	AHL Partners London, United Kingdom	$0	-$8.24M	0	–	Closed
849	AL Airain Ltd St. Peter Port, Guernsey	$0	-$19.3M	0	–	Closed
850	AF Aldebaran Financial	$0	-$1.12M	0	–	Closed