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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
876	Benjamin F. Edwards & Company St. Louis, Missouri	$20K	+$15.5K	2	0%	Increased
877	WA WealthTrust-Arizona Scottsdale, Arizona	$20K	-$23.2K	1	0.02%	Reduced
878	PMFA Plante Moran Financial Advisors Southfield, Michigan	$18K	-$960	1	0.01%	Reduced
879	HFM Hartford Financial Management Hartford, Connecticut	$15K	+$906	1	0.01%	Increased
880	JIC Joel Isaacson & Co New York	$14K	+$12.8K	1	0%	Increased
881	IPC Independent Portfolio Consultants Boca Raton, Florida	$13K	+$12.4K	1	0%	New
882	First Horizon Advisors Memphis, Tennessee	$11K	$0	1	0%	Maintained
883	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$10K	+$1.66K	2	0.01%	Increased
884	AA Apriem Advisors Irvine, California	$9K	$0	2	0%	Maintained
885	VNA Valley National Advisers Bethlehem, Pennsylvania	$9K	+$13.2K	1	0.01%	New
886	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$7K	+$6.98K	1	0%	New
887	KT Kanaly Trust Houston, Texas	$7K	+$596	1	0%	Increased
888	PHK Point72 Hong Kong Hong Kong	$7K	+$6.51K	1	0.01%	New
889	RIA Regal Investment Advisors Kentwood, Michigan	$7K	-$563	1	0%	Reduced
890	TCI Wealth Advisors Tucson, Arizona	$7K	$0	2	0%	Maintained
891	MCF Advisors Covington, Kentucky	$6K	$0	1	0%	Maintained
892	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$5K	+$4.88K	1	0%	New
893	VNB Valley National Bancorp New York	$5K	+$4.65K	1	0.01%	New
894	CIM Cambria Investment Management Manhattan Beach, California	$4K	+$3.44K	1	0%	New
895	CHC City Holding Co Charleston, West Virginia	$4K	$0	1	0%	Maintained
896	QI Qualcomm Inc San Diego, California	$4K	$0	1	0%	Maintained
897	RAM Riggs Asset Management Dallas, Pennsylvania	$4K	$0	1	0%	Maintained
898	TIM Tortoise Investment Management White Plains, New York	$4K	+$4.04K	1	0%	New
899	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4K	$0	1	0%	Maintained
900	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained