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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	DPA Delphi Private Advisors San Diego, California	$2K	+$2.38K	1	0%	New
827	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$2K	$0	1	0%	Maintained
828	FMA FNY Managed Accounts New York	$1.42K	-$62.3K	1	0.01%	Reduced
829	BAM Bruderman Asset Management Locust Valley, New York	$1K	$0	1	0%	Maintained
830	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
831	FAM Formidable Asset Management Cincinnati, Ohio	$1K	$0	1	0%	Maintained
832	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	+$1.6K	1	0%	New
833	Gradient Investments Arden Hills, Minnesota	$1K	-$1K	1	0%	Reduced
834	HR Howe & Rusling Rochester, New York	$1K	-$32.7K	1	0%	Reduced
835	TCOV Trust Company of Vermont Brattleboro, Vermont	$1K	$0	1	0%	Maintained
836	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1K	$0	1	0%	Maintained
837	WAS Winch Advisory Services Appleton, Wisconsin	$1K	+$150	1	0%	Increased
838	RWM Raffa Wealth Management Washington, District of Columbia	$241	$0	1	0%	Maintained
839	ARC Absolute Return Capital Boston, Massachusetts	$0	-$1.62M	0	–	Closed
840	AH Achievement Holdings Chicago, Illinois	$0	-$268K	0	–	Closed
841	AIM Ada Investment Management New York	$0	-$293K	0	–	Closed
842	AHC Adell Harriman & Carpenter Houston, Texas	$0	-$265K	0	–	Closed
843	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$1.07M	0	–	Closed
844	AIM Allen Investment Management New York	$0	-$374K	0	–	Closed
845	AW Alpha Windward Westwood, Massachusetts	$0	-$8K	0	–	Closed
846	AMF Tjänstepension Stockholm, Sweden	$0	-$150K	0	–	Closed
847	AC Amici Capital New York	$0	-$1.92M	0	–	Closed
848	Ancora Advisors Cleveland, Ohio	$0	-$150K	0	–	Closed
849	AAM Azzad Asset Management Falls Church, Virginia	$0	-$868K	0	–	Closed
850	BL BCWM LLC Overland Park, Kansas	$0	-$930K	0	–	Closed