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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	First Manhattan New York	$48K	$0	2	0%	Maintained
827	RCG Ruggie Capital Group Tavares, Florida	$48K	$0	1	0.04%	Maintained
828	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$48K	-$37.1K	2	0.04%	Reduced
829	ADL Asset Dedication LLC San Francisco, California	$45K	+$38.7K	1	0.03%	New
830	JSAM J. Safra Asset Management New York	$44K	$0	1	0.08%	Maintained
831	GAM Gemmer Asset Management Walnut Creek, California	$41K	+$92	3	0.02%	Increased
832	AW Alpha Windward Westwood, Massachusetts	$40K	$0	1	0.03%	Maintained
833	MUS Mitsubishi UFJ Securities Tokyo, Japan	$40K	$0	2	0.21%	Maintained
834	LI LVZ Inc Holland, Michigan	$39K	$0	1	0.02%	Maintained
835	EP Edinburgh Partners Edinburgh, United Kingdom	$34K	$0	1	0.01%	Maintained
836	First Horizon Advisors Memphis, Tennessee	$33K	-$6.28K	1	0%	Reduced
837	EDRE Edmond de Rothschild (Europe) Luxembourg	$32K	$0	1	0.01%	Maintained
838	TCM Tradewinds Capital Management Bellingham, Washington	$32K	-$2.29K	3	0.02%	Reduced
839	CCM Cribstone Capital Management Augusta, Maine	$31K	-$2.09K	2	0.02%	Reduced
840	Krilogy Financial St. Louis, Missouri	$30K	-$9.15K	2	0.01%	Reduced
841	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$29.7K	-$12.2K	1	0.02%	Reduced
842	WRM Westport Resources Management Westport, Connecticut	$29K	$0	1	0.02%	Maintained
843	Carson Wealth (CWM LLC) Omaha, Nebraska	$28K	$0	1	0%	Maintained
844	BWP Baldwin Wealth Partners Marion, Massachusetts	$27K	$0	1	0%	Maintained
845	VCM Versant Capital Management Phoenix, Arizona	$26K	+$1.91K	3	0.01%	Increased
846	Benjamin F. Edwards & Company St. Louis, Missouri	$23K	-$4K	2	0%	Reduced
847	BWA Burt Wealth Advisors North Bethesda, Maryland	$23K	-$11.2K	1	0.02%	Reduced
848	Loomis, Sayles & Company Boston, Massachusetts	$23K	+$5.39K	2	0%	Increased
849	PO Private Ocean San Rafael, California	$23K	$0	1	0.02%	Maintained
850	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$22K	-$1.51K	1	0%	Reduced