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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	VCM Versant Capital Management Phoenix, Arizona	$30K	$0	2	0.02%	Maintained
952	JCM Jacobi Capital Management Pittston, Pennsylvania	$29K	+$15.5K	2	0.01%	Increased
953	MUFG Americas New York	$29K	+$28.2K	1	0%	New
954	CCM Cribstone Capital Management Augusta, Maine	$28K	-$4.39K	2	0.02%	Reduced
955	DBT Dubuque Bank & Trust Dubuque, Iowa	$28K	$0	1	0.01%	Maintained
956	JFA JNBA Financial Advisors Bloomington, Minnesota	$27K	$0	1	0.01%	Maintained
957	ANBT American National Bank & Trust Wichita Falls, Texas	$26K	$0	1	0.01%	Maintained
958	TFO Tarbox Family Office Newport Beach, California	$26K	-$1.61K	2	0.01%	Reduced
959	CBT Capital Bank & Trust Irvine, California	$25K	+$24.5K	2	0%	New
960	RFM Royal Fund Management Lady Lake, Florida	$25K	$0	2	0.01%	Maintained
961	AIL AGF Investments LLC Toronto, Ontario, Canada	$24K	-$2.05K	2	0.01%	Reduced
962	TCM Tradewinds Capital Management Bellingham, Washington	$21K	$0	2	0.01%	Maintained
963	WAM Watermark Asset Management San Ramon, California	$20K	$0	1	0.01%	Maintained
964	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$18K	-$4.95K	2	0.01%	Reduced
965	FFC First Financial Corp Terre Haute, Indiana	$18K	$0	1	0.01%	Maintained
966	OFW Omnia Family Wealth Aventura, Florida	$17K	$0	2	0.01%	Maintained
967	DSI Daiwa SB Investments Tokyo, Japan	$16K	+$2.63K	2	0%	Increased
968	SNT Security National Trust Wheeling, West Virginia	$16K	$0	1	0.01%	Maintained
969	GEA Glen Eagle Advisors Kingston, New Jersey	$15.1K	+$4.39K	2	0.01%	Increased
970	ACM Aviance Capital Management Sarasota, Florida	$15K	+$15.7K	1	0%	New
971	AA AlphaMark Advisors Ft. Wright, Kentucky	$14K	$0	1	0.01%	Maintained
972	ZB Zions Bancorporation Salt Lake City, Utah	$14K	-$5.24K	2	0%	Reduced
973	OneDigital Investment Advisors Overland Park, Kansas	$13K	+$13.1K	1	0%	New
974	TCI Wealth Advisors Tucson, Arizona	$12K	+$995	4	0.01%	Increased
975	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11K	+$3.67K	2	0%	Increased