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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
976	MFW Mosaic Family Wealth St. Louis, Missouri	$11K	+$4.39K	2	0%	Increased
977	CFD Creative Financial Designs Kokomo, Indiana	$10K	-$9.51K	1	0.01%	Reduced
978	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	$0	1	0%	Maintained
979	DLG Daniel L. Goodwin	$9K	+$8.78K	1	0%	New
980	HCM Herndon Capital Management Atlanta, Georgia	$9K	$0	1	0%	Maintained
981	PMFA Plante Moran Financial Advisors Southfield, Michigan	$9K	+$5.1K	2	0.01%	Increased
982	DVM Dreman Value Management West Palm Beach, Florida	$8K	+$8.8K	1	0%	New
983	SSB Sandy Spring Bank Olney, Maryland	$8K	$0	1	0%	Maintained
984	Winslow Capital Management Minneapolis, Minnesota	$8K	-$23.2K	1	0%	Reduced
985	Loomis, Sayles & Company Boston, Massachusetts	$7K	-$22.1K	1	0%	Reduced
986	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$7K	+$4.63K	2	0.01%	Increased
987	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6.51K	$0	1	0.01%	Maintained
988	Allworth Financial Folsom, California	$6K	$0	1	0%	Maintained
989	FMP Financial Management Professionals Austin, Texas	$6K	$0	1	0%	Maintained
990	HR Howe & Rusling Rochester, New York	$6K	-$2.93K	1	0%	Reduced
991	LNB Ledyard National Bank	$6K	-$1.61K	1	0%	Reduced
992	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$5K	+$4.99K	1	0%	New
993	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
994	YWP YorkBridge Wealth Partners New York	$5K	$0	1	0%	Maintained
995	CBT Central Bank & Trust Lexington, Kentucky	$4K	-$3.67K	1	0%	Reduced
996	PK Pflug Koory Omaha, Nebraska	$4K	+$4.39K	1	0%	New
997	CHC City Holding Co Charleston, West Virginia	$3K	$0	1	0%	Maintained
998	HS Horan Securities Cincinnati, United States	$3K	$0	1	0%	Maintained
999	MWM Mascoma Wealth Management Hanover, New Hampshire	$3K	+$2.93K	1	0%	New
1000	MCM MV Capital Management Bethesda, Maryland	$3K	+$3.52K	1	0%	New