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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	Bartlett & Co Cincinnati, Ohio	$14K	-$1.14K	1	0%	Reduced
827	FPFS First Personal Financial Services Charlotte, North Carolina	$14K	+$13.3K	2	0%	New
828	HCM Highlander Capital Management Short Hills, New Jersey	$14K	$0	1	0.01%	Maintained
829	TFO Tarbox Family Office Newport Beach, California	$14K	+$125	2	0.01%	Increased
830	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$13K	+$1.18K	2	0.01%	Increased
831	Capital Guardian Trust Los Angeles, California	$12K	$0	2	0%	Maintained
832	JFA JNBA Financial Advisors Bloomington, Minnesota	$12K	$0	1	0%	Maintained
833	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$11K	+$9.28K	2	0.01%	New
834	TCOV Trust Company of Vermont Brattleboro, Vermont	$11K	+$9.09K	1	0%	New
835	VNA Valley National Advisers Bethlehem, Pennsylvania	$11K	$0	3	0.01%	Maintained
836	ClearBridge Investments New York	$10K	-$39.8K	1	0%	Reduced
837	LNB Ledyard National Bank	$10K	-$2.41K	1	0%	Reduced
838	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$10K	+$3.98K	1	0.01%	Increased
839	Hillsdale Investment Management Toronto, Ontario, Canada	$9K	$0	1	0%	Maintained
840	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
841	ZB Zions Bancorporation Salt Lake City, Utah	$9K	+$1.43K	2	0%	Increased
842	MCF Advisors Covington, Kentucky	$8K	-$16.1K	1	0%	Reduced
843	CFA Camarda Financial Advisors Fleming Island, Florida	$7K	+$2.85K	1	0%	Increased
844	HR Howe & Rusling Rochester, New York	$7K	+$5.77K	1	0%	New
845	TCI Wealth Advisors Tucson, Arizona	$7K	+$120	4	0%	Increased
846	TDC Thompson Davis & Co Richmond, Virginia	$7K	-$6.11K	1	0.01%	Reduced
847	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	-$352	1	0%	Reduced
848	DBT Dubuque Bank & Trust Dubuque, Iowa	$6K	-$12.8K	1	0%	Reduced
849	MFW Mosaic Family Wealth St. Louis, Missouri	$6K	-$693	2	0%	Reduced
850	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	-$432	2	0%	Reduced