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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	EP Edinburgh Partners Edinburgh, United Kingdom	$42K	$0	1	0.01%	Maintained
852	AW Alpha Windward Westwood, Massachusetts	$41K	-$3.56K	1	0.03%	Reduced
853	FIB First Interstate Bank Billings, Montana	$41K	-$64.5K	2	0.01%	Reduced
854	BWA Burt Wealth Advisors North Bethesda, Maryland	$40K	+$9.86K	1	0.04%	Increased
855	Benjamin F. Edwards & Company St. Louis, Missouri	$37K	+$9.14K	2	0.01%	Increased
856	PMFA Plante Moran Financial Advisors Southfield, Michigan	$37K	+$27.3K	2	0.02%	Increased
857	TCOV Trust Company of Vermont Brattleboro, Vermont	$37K	+$18.4K	2	0%	Increased
858	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$36.6K	$0	1	0.02%	Maintained
859	Carson Wealth (CWM LLC) Omaha, Nebraska	$36K	+$4.67K	1	0%	Increased
860	Parallax Volatility Advisers San Francisco, California	$36K	-$12.3M	2	0%	Reduced
861	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$36K	+$8.68K	3	0.02%	Increased
862	AIL AGF Investments LLC Toronto, Ontario, Canada	$34K	+$30.5K	2	0.01%	New
863	First Horizon Advisors Memphis, Tennessee	$33K	$0	1	0%	Maintained
864	Empirical Finance Havertown, Pennsylvania	$32K	+$28.8K	2	0.02%	New
865	Ancora Advisors Cleveland, Ohio	$30K	+$27.1K	2	0%	New
866	BWP Baldwin Wealth Partners Marion, Massachusetts	$30K	$0	1	0.01%	Maintained
867	IHT Wealth Management Chicago, Illinois	$30K	+$28.6K	1	0.02%	New
868	NCM Nelson Capital Management Menlo Park, California	$30K	+$25.4K	1	0.01%	New
869	CCM Cribstone Capital Management Augusta, Maine	$28K	-$7.11K	2	0.02%	Reduced
870	PO Private Ocean San Rafael, California	$28K	$0	1	0.02%	Maintained
871	VCM Versant Capital Management Phoenix, Arizona	$26K	-$3.65K	2	0.01%	Reduced
872	WPA West Paces Advisors Atlanta, Georgia	$25.6K	+$22.8K	2	0.02%	New
873	Krilogy Financial St. Louis, Missouri	$24K	-$8.35K	3	0.01%	Reduced
874	Loomis, Sayles & Company Boston, Massachusetts	$24K	-$930	1	0%	Reduced
875	Bartlett & Co Cincinnati, Ohio	$22K	$0	1	0%	Maintained