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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
951	Allworth Financial Folsom, California	$5K	$0	1	0%	Maintained
952	FMP Financial Management Professionals Austin, Texas	$5K	$0	1	0%	Maintained
953	MFW Mosaic Family Wealth St. Louis, Missouri	$5K	-$1.76K	1	0%	Reduced
954	PMFA Plante Moran Financial Advisors Southfield, Michigan	$5K	-$37.2K	2	0%	Reduced
955	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
956	YWP YorkBridge Wealth Partners New York	$5K	$0	1	0%	Maintained
957	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4K	$0	1	0%	Maintained
958	SBL Sargent Bickham Lagudis Boulder, Colorado	$4K	+$2.44K	2	0%	Increased
959	ST Somerset Trust Somerset, Pennsylvania	$4K	+$3.59K	1	0%	New
960	CHC City Holding Co Charleston, West Virginia	$3K	$0	1	0%	Maintained
961	CFN Cordasco Financial Network Naples, Florida	$3K	+$2.7K	1	0%	New
962	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$3K	$0	1	0%	Maintained
963	HS Horan Securities Cincinnati, United States	$3K	+$2.44K	1	0%	New
964	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$3K	$0	1	0%	Maintained
965	Simon Quick Advisors Morristown, New Jersey	$3K	-$792K	1	0%	Reduced
966	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$3K	$0	1	0%	Maintained
967	SIM Sonora Investment Management Tucson, Arizona	$2.57K	+$2.35K	1	0%	New
968	BWM Baystate Wealth Management Boston, Massachusetts	$2K	+$1.71K	1	0%	New
969	BTIS BB&T Investment Services Charlotte, North Carolina	$1K	+$823	1	0%	New
970	Gradient Investments Arden Hills, Minnesota	$1K	$0	1	0%	Maintained
971	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	-$14K	1	0%	Reduced
972	SLF Sun Life Financial Toronto, Ontario, Canada	$649	+$1.68K	2	0%	New
973	ED Exane Derivatives Paris, France	$157	-$5.48M	2	0%	Reduced
974	Ancora Advisors Cleveland, Ohio	$0	-$30K	0	–	Closed
975	AAM AO Asset Management New York	$0	-$7.14M	0	–	Closed