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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	$249K	+$4.87K	1	0.03%	Increased
902	CCP Corient Capital Partners Newport Beach, California	$248K	-$56.7K	1	0.05%	Reduced
903	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$246K	+$198K	1	0.02%	New
904	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$245K	+$197K	1	0.04%	New
905	ACP Ashfield Capital Partners San Francisco, California	$244K	+$214K	1	0.03%	New
906	RA Rational Advisors Huntington, New York	$241K	-$64.9K	1	0.13%	Reduced
907	CA Cullinan Associates Louisville, Kentucky	$236K	+$190K	1	0.02%	New
908	BOS Bank of Stockton Stockton, California	$235K	+$189K	1	0.11%	New
909	TTWM TCV Trust & Wealth Management Richmond, Virginia	$235K	+$206K	1	0.03%	New
910	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$232K	+$187K	1	0.08%	New
911	OC Oakworth Capital Birmingham, Alabama	$232K	-$26.9K	2	0.06%	Reduced
912	Savant Capital Rockford, Illinois	$232K	+$186K	1	0.05%	New
913	Baker Avenue Asset Management San Francisco, California	$231K	+$186K	1	0.03%	New
914	CC Cognios Capital Leawood, Kansas	$229K	-$379K	1	0.09%	Reduced
915	TFF The Family Firm Bethesda, Maryland	$227K	+$199K	1	0.09%	New
916	TNB Thomasville National Bank Thomasville, Georgia	$227K	+$199K	1	0.04%	New
917	ZB Zions Bancorporation Salt Lake City, Utah	$224K	+$186K	3	0.03%	Increased
918	Cerity Partners New York	$223K	+$180K	1	0.02%	New
919	FPC Falcon Point Capital San Francisco, California	$218K	-$61.5K	1	0.03%	Reduced
920	BA Birinyi Associates Westport, Connecticut	$216K	-$134K	1	0.1%	Reduced
921	RIA Regal Investment Advisors Kentwood, Michigan	$216K	+$174K	1	0.05%	New
922	BP BBR Partners New York	$214K	+$172K	1	0.05%	New
923	AIM Anchor Investment Management Columbia, South Carolina	$208K	+$168K	1	0.06%	New
924	Miracle Mile Advisors Los Angeles, California	$208K	+$183K	1	0.04%	New
925	Sowell Financial Services North Little Rock, Arkansas	$204K	+$145K	1	0.05%	New