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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	FMA FNY Managed Accounts New York	$149K	+$121K	1	1.5%	Increased
902	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$142K	+$140K	1	0.1%	New
903	TC TFS Capital West Chester, Pennsylvania	$141K	+$28.6K	1	0.06%	Increased
904	TDC Thompson Davis & Co Richmond, Virginia	$135K	+$37.8K	3	0.22%	Increased
905	AIM Acrospire Investment Management Chicago, Illinois	$133K	+$21K	3	0.12%	Increased
906	Oppenheimer Asset Management New York	$131K	-$1.38M	2	0%	Reduced
907	EA Edge Advisors Atlanta, Georgia	$126K	$0	2	0.01%	Maintained
908	FIB First Interstate Bank Billings, Montana	$126K	$0	2	0.03%	Maintained
909	RFA Reilly Financial Advisors La Mesa, California	$125K	-$46.8K	3	0.02%	Reduced
910	Welch & Forbes Boston, Massachusetts	$124K	$0	1	0%	Maintained
911	GLI Guardian Life Insurance New York	$122K	-$86.9K	2	0.02%	Reduced
912	CPA Cowen Prime Advisors New York	$121K	-$22K	1	0.06%	Reduced
913	SM SG3 Management Dorado, Puerto Rico	$119K	+$117K	1	0.03%	New
914	BWA BDO Wealth Advisors Jacksonville, Florida	$118K	+$122K	1	0.05%	New
915	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$115K	+$10.7K	1	8.3%	Increased
916	Benjamin F. Edwards & Company St. Louis, Missouri	$104K	+$52.7K	2	0.01%	Increased
917	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$100K	-$440	2	0.06%	Reduced
918	Kingsview Wealth Management Grants Pass, Oregon	$92K	+$90.7K	2	0.05%	New
919	Rockefeller Financial Services New York	$92K	$0	1	0%	Maintained
920	WOC West Oak Capital Westlake Village, California	$88.4K	+$77K	1	0.05%	Increased
921	WA WealthTrust-Arizona Scottsdale, Arizona	$87K	+$48.5K	2	0.04%	Increased
922	Carson Wealth (CWM LLC) Omaha, Nebraska	$86K	+$29.2K	2	0%	Increased
923	Steward Partners Investment Advisory New York	$82K	+$41K	2	0.01%	Increased
924	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$78K	$0	1	0%	Maintained
925	ADL Asset Dedication LLC San Francisco, California	$76K	$0	1	0.04%	Maintained