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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	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$370K	+$7.62K	1	0.03%	Increased
902	Perigon Wealth Management San Francisco, California	$366K	-$11.2K	1	0.09%	Reduced
903	ANB Amarillo National Bank Amarillo, Texas	$364K	$0	1	0.15%	Maintained
904	Smithfield Trust Pittsburgh, Pennsylvania	$362K	-$1.14K	2	0.04%	Reduced
905	C Cerebellum San Francisco, California	$361K	+$356K	1	0.29%	New
906	MC Matisse Capital Portland, Oregon	$361K	-$37.9K	1	0.46%	Reduced
907	QFA Quattro Financial Advisors The Woodlands, Texas	$358K	+$305K	1	0.11%	New
908	OneDigital Investment Advisors Overland Park, Kansas	$357K	+$337K	1	0.03%	Increased
909	CAC Certified Advisory Corp Altamonte Springs, Florida	$356K	-$40.3K	1	0.13%	Reduced
910	NL NWAM LLC Mercer Island, Washington	$356K	-$19K	1	0.07%	Reduced
911	RFN RDA Financial Network Akron, Iowa	$355K	-$3.81K	1	0.16%	Reduced
912	H HoyleCohen San Diego, California	$353K	+$41.7K	1	0.06%	Increased
913	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$353K	$0	1	0.22%	Maintained
914	BRWM B. Riley Wealth Management Memphis, Tennessee	$350K	-$47.1K	1	0.05%	Reduced
915	IWA IBEX Wealth Advisors Bedminster, New Jersey	$348K	+$352K	2	0.1%	New
916	Johnson Investment Counsel Cincinnati, Ohio	$348K	+$5.69K	1	0.01%	Increased
917	TC Truvestments Capital Sarasota, Florida	$341K	+$184K	2	0.23%	Increased
918	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$339K	-$327K	1	0.35%	Reduced
919	SS Sunbelt Securities Houston, Texas	$339K	$0	1	0.15%	Maintained
920	JGUA John G. Ullman & Associates Corning, New York	$335K	$0	1	0.06%	Maintained
921	FA Fortis Advisors Wayne, Pennsylvania	$331K	$0	1	0.16%	Maintained
922	ANRIA American National Registered Investment Advisor Galveston, Texas	$329K	$0	1	0.18%	Maintained
923	JWM Jupiter Wealth Management Glendale, Colorado	$325K	+$286K	1	0.16%	New
924	RC Roundview Capital Princeton, New Jersey	$325K	-$1.79K	1	0.07%	Reduced
925	EWM Edge Wealth Management New York	$323K	-$76	2	0.07%	Reduced