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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
901	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3K	$0	1	0%	Maintained
902	IC Intersect Capital San Ramon, California	$2K	+$2.08K	1	0%	New
903	RWM Raffa Wealth Management Washington, District of Columbia	$1.4K	$0	2	0%	Maintained
904	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	+$596	1	0%	New
905	FAM Formidable Asset Management Cincinnati, Ohio	$1K	-$1.13K	1	0%	Reduced
906	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
907	SEC Seven Eight Capital New York	$1K	-$334K	1	0%	Reduced
908	6CM 683 Capital Management New York	$0	-$7.47M	0	–	Closed
909	Advent Capital Management New York	$0	-$4.94M	0	–	Closed
910	AW Alpha Windward Westwood, Massachusetts	$0	-$36K	0	–	Closed
911	ACM Andor Capital Management Rye Brook, New York	$0	-$68.5M	0	–	Closed
912	AC Andromeda Capital White Plains, New York	$0	-$1.91M	0	–	Closed
913	AGC Angelo Gordon & Co New York	$0	-$12.2M	0	–	Closed
914	BII Bainco International Investors Boston, Massachusetts	$0	-$252K	0	–	Closed
915	Baker Avenue Asset Management San Francisco, California	$0	-$146K	0	–	Closed
916	BC Beaconlight Capital New York	$0	-$4.84M	0	–	Closed
917	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$58K	0	–	Closed
918	Castleark Management Chicago, Illinois	$0	-$3.69M	0	–	Closed
919	CCM Catapult Capital Management New York	$0	-$922K	0	–	Closed
920	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$3.86M	0	–	Closed
921	CCM Coe Capital Management Highland Park, Illinois	$0	-$143K	0	–	Closed
922	CCM Corsair Capital Management New York	$0	-$580K	0	–	Closed
923	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$219K	0	–	Closed
924	DCM Daruma Capital Management New York	$0	-$6.92M	0	–	Closed
925	DCM Decatur Capital Management Decatur, Georgia	$0	-$14.8M	0	–	Closed