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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
851	VIA Vantage Investment Advisors State College, Pennsylvania	$6K	-$19.2K	2	0%	Reduced
852	JCM Jacobi Capital Management Pittston, Pennsylvania	$5K	+$4.55K	1	0%	New
853	MUFG Americas New York	$5K	-$15K	1	0%	Reduced
854	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
855	PCP Proficio Capital Partners Newton, Massachusetts	$4K	-$841	2	0%	Reduced
856	Allworth Financial Folsom, California	$3K	$0	1	0%	Maintained
857	Balentine LLC Atlanta, Georgia	$3K	+$2.81K	1	0%	New
858	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3K	$0	1	0%	Maintained
859	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
860	KT Kanaly Trust Houston, Texas	$3K	+$1.35K	1	0%	Increased
861	CCS Crosspoint Capital Strategies Orinda, California	$2K	+$1.49K	1	0%	New
862	WP WealthPLAN Partners Omaha, Nebraska	$1.38K	+$2.27K	1	0%	New
863	BAM Bruderman Asset Management Locust Valley, New York	$1K	$0	1	0%	Maintained
864	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
865	DPA Delphi Private Advisors San Diego, California	$1K	+$1.21K	1	0%	New
866	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	$0	1	0%	Maintained
867	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
868	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$694	2	0%	New
869	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1K	$0	1	0%	Maintained
870	WAS Winch Advisory Services Appleton, Wisconsin	$1K	-$12K	1	0%	Reduced
871	RWM Raffa Wealth Management Washington, District of Columbia	$358	+$102	1	0%	Increased
872	ACI Advance Capital I Southfield, Michigan	$0	-$496K	0	–	Closed
873	AAM Alken Asset Management London, United Kingdom	$0	-$92M	0	–	Closed
874	Ancora Advisors Cleveland, Ohio	$0	-$209K	0	–	Closed
875	ACM Avalon Capital Management Port Of Redwood City, California	$0	-$1.07M	0	–	Closed