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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
926	First Horizon Advisors Memphis, Tennessee	$20K	-$22.5K	1	0%	Reduced
927	CFD Creative Financial Designs Kokomo, Indiana	$19K	+$4.3K	1	0.01%	Increased
928	WAM Watermark Asset Management San Ramon, California	$19K	+$17K	1	0.01%	New
929	ZB Zions Bancorporation Salt Lake City, Utah	$19K	-$2.67K	2	0%	Reduced
930	PB Pinnacle Bancorp Beatrice, Nebraska	$18K	+$16.1K	2	0.01%	New
931	FFC First Financial Corp Terre Haute, Indiana	$17K	+$15.3K	1	0.01%	New
932	OFW Omnia Family Wealth Aventura, Florida	$16K	$0	2	0.01%	Maintained
933	SNT Security National Trust Wheeling, West Virginia	$14K	$0	1	0%	Maintained
934	WC Wynnefield Capital New York	$14K	+$82.1K	1	0.01%	New
935	AA AlphaMark Advisors Ft. Wright, Kentucky	$13K	+$11.8K	1	0.01%	New
936	WOC West Oak Capital Westlake Village, California	$12.8K	+$11.8K	1	0.01%	New
937	DSI Daiwa SB Investments Tokyo, Japan	$12K	+$3.53K	1	0%	Increased
938	IP Intellectus Partners San Francisco, California	$11K	$0	1	0.01%	Maintained
939	JCM Jacobi Capital Management Pittston, Pennsylvania	$11K	$0	1	0.01%	Maintained
940	HFM Hartford Financial Management Hartford, Connecticut	$10K	$0	1	0.01%	Maintained
941	GEA Glen Eagle Advisors Kingston, New Jersey	$9.63K	$0	1	0.01%	Maintained
942	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	$0	1	0%	Maintained
943	HR Howe & Rusling Rochester, New York	$9K	-$1.07K	1	0%	Reduced
944	TCI Wealth Advisors Tucson, Arizona	$9K	$0	4	0%	Maintained
945	HCM Herndon Capital Management Atlanta, Georgia	$8K	$0	1	0%	Maintained
946	Farmers & Merchants Investments Inc Lincoln, Nebraska	$7K	$0	1	0%	Maintained
947	LNB Ledyard National Bank	$7K	$0	1	0%	Maintained
948	SSB Sandy Spring Bank Olney, Maryland	$7K	-$91K	1	0%	Reduced
949	CBT Central Bank & Trust Lexington, Kentucky	$6K	$0	1	0%	Maintained
950	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5.91K	+$5.41K	1	0.01%	New