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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	JCM Jacobi Capital Management Pittston, Pennsylvania	$9K	$0	1	0.01%	Maintained
902	PCP Proficio Capital Partners Newton, Massachusetts	$9K	+$977	2	0%	Increased
903	GBT Grove Bank & Trust Miami, Florida	$8K	+$6.67K	1	0.01%	New
904	HR Howe & Rusling Rochester, New York	$8K	+$996	1	0%	Increased
905	TCI Wealth Advisors Tucson, Arizona	$8K	-$305	4	0%	Reduced
906	GEA Glen Eagle Advisors Kingston, New Jersey	$7.93K	+$7.62K	1	0.01%	New
907	CAL Capital Advisors Ltd Shaker Heights, Ohio	$7K	+$6.8K	1	0%	New
908	HCM Herndon Capital Management Atlanta, Georgia	$7K	-$253K	1	0%	Reduced
909	BIG Bellwether Investment Group Chattanooga, Tennessee	$6K	+$5.38K	1	0.01%	New
910	DSI Daiwa SB Investments Tokyo, Japan	$6K	+$1.02K	1	0%	Increased
911	LNB Ledyard National Bank	$6K	-$6.7K	1	0%	Reduced
912	MFW Mosaic Family Wealth St. Louis, Missouri	$6K	$0	1	0%	Maintained
913	RAM Riggs Asset Management Dallas, Pennsylvania	$6K	$0	1	0%	Maintained
914	CBT Central Bank & Trust Lexington, Kentucky	$5K	-$5.59K	1	0%	Reduced
915	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	$0	1	0%	Maintained
916	KT Kanaly Trust Houston, Texas	$5K	$0	1	0%	Maintained
917	TDC Thompson Davis & Co Richmond, Virginia	$5K	-$53K	1	0.01%	Reduced
918	Allworth Financial Folsom, California	$4K	$0	1	0%	Maintained
919	FMP Financial Management Professionals Austin, Texas	$4K	$0	1	0%	Maintained
920	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3.92K	$0	1	0%	Maintained
921	ClearBridge Investments New York	$3K	+$2.91K	1	0%	New
922	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$3K	$0	1	0%	Maintained
923	YWP YorkBridge Wealth Partners New York	$3K	+$3.16K	1	0%	New
924	FAN Financial Advisors Network Tustin, California	$2.01K	+$1.73K	1	0%	New
925	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained