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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	RWM Raffa Wealth Management Washington, District of Columbia	$178	$0	1	0%	Maintained
827	AP Advisors Preferred Rockville, Maryland	$0	-$22K	0	–	Closed
828	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$21K	0	–	Closed
829	Alpha Cubed Investments Irvine, California	$0	-$2.12M	0	–	Closed
830	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$28K	0	–	Closed
831	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$0	-$241K	0	–	Closed
832	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$318K	0	–	Closed
833	ADL Asset Dedication LLC San Francisco, California	$0	-$2K	0	–	Closed
834	Atria Investments Charlotte, North Carolina	$0	-$172K	0	–	Closed
835	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$16K	0	–	Closed
836	AIC Ayalon Insurance Company Ramat Gan, Israel	$0	-$402K	0	–	Closed
837	Bailard Foster City, California	$0	-$2.5M	0	–	Closed
838	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$623K	0	–	Closed
839	Baupost Group Boston, Massachusetts	$0	-$14.2M	0	–	Closed
840	BlueCrest Capital Management St Helier, Jersey	$0	-$217K	0	–	Closed
841	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$227K	0	–	Closed
842	Catalyst Capital Advisors Huntington, New York	$0	-$125K	0	–	Closed
843	CBT Central Bank & Trust Lexington, Kentucky	$0	-$13K	0	–	Closed
844	CEP Chicago Equity Partners Chicago, Illinois	$0	-$8.65M	0	–	Closed
845	CIBC Private Wealth Group Atlanta, Georgia	$0	-$354K	0	–	Closed
846	CI Investments Inc Toronto, Ontario, Canada	$0	-$1.06M	0	–	Closed
847	CMT Capital Markets Trading Frankfurt, Germany	$0	-$269K	0	–	Closed
848	CC Coastland Capital Palo Alto, California	$0	-$2.64M	0	–	Closed
849	Coatue Management New York	$0	-$5.1M	0	–	Closed
850	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$0	-$2.48M	0	–	Closed