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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	TCI Wealth Advisors Tucson, Arizona	$8K	$0	4	0%	Maintained
877	JCM Jacobi Capital Management Pittston, Pennsylvania	$7K	$0	1	0%	Maintained
878	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7K	-$28.7K	2	0%	Reduced
879	PCP Proficio Capital Partners Newton, Massachusetts	$7K	+$2.27K	2	0%	Increased
880	EWM Elite Wealth Management Kirkland, Washington	$6K	+$4.91K	1	0.01%	New
881	LAM Lebenthal Asset Management New York	$6K	+$4.96K	1	0%	New
882	CFA Camarda Financial Advisors Fleming Island, Florida	$5K	-$3.31K	1	0%	Reduced
883	DSI Daiwa SB Investments Tokyo, Japan	$5K	+$4.55K	1	0%	New
884	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$5K	+$5.19K	1	0.02%	New
885	HR Howe & Rusling Rochester, New York	$5K	-$3.13K	1	0%	Reduced
886	MFW Mosaic Family Wealth St. Louis, Missouri	$5K	-$1K	1	0%	Reduced
887	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
888	Allworth Financial Folsom, California	$4K	$0	1	0%	Maintained
889	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4K	$0	1	0%	Maintained
890	FMP Financial Management Professionals Austin, Texas	$4K	+$4.18K	1	0%	New
891	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4K	$0	1	0%	Maintained
892	KT Kanaly Trust Houston, Texas	$4K	$0	1	0%	Maintained
893	Balentine LLC Atlanta, Georgia	$3K	$0	1	0%	Maintained
894	HS Horan Securities Cincinnati, United States	$3K	+$3.02K	1	0%	New
895	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained
896	CCS Crosspoint Capital Strategies Orinda, California	$2K	$0	1	0%	Maintained
897	VIA Vantage Investment Advisors State College, Pennsylvania	$2K	-$4K	1	0%	Reduced
898	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	$0	1	0%	Maintained
899	DPA Delphi Private Advisors San Diego, California	$1K	$0	1	0%	Maintained
900	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	$0	1	0%	Maintained