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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	Avior Wealth Management Omaha, Nebraska	$56K	-$204K	1	0.02%	Reduced
977	CIA Cascade Investment Advisors Oregon City, Oregon	$55.1K	-$12.6K	1	0.05%	Reduced
978	M MOTCO San Antonio, Texas	$55K	+$44.3K	1	0.01%	New
979	DSN D. Scott Neal Lexington, Kentucky	$53K	-$158K	1	0.03%	Reduced
980	PO Private Ocean San Rafael, California	$51K	$0	1	0.03%	Maintained
981	GAM Gemmer Asset Management Walnut Creek, California	$49K	-$193	3	0.02%	Reduced
982	Chicago Partners Investment Group Chicago, Illinois	$46K	+$4.06K	2	0.01%	Increased
983	TFO Tarbox Family Office Newport Beach, California	$44K	+$7.63K	2	0.02%	Increased
984	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$41K	$0	1	0.02%	Maintained
985	PCP Proficio Capital Partners Newton, Massachusetts	$41K	+$740	2	0.02%	Increased
986	TCOV Trust Company of Vermont Brattleboro, Vermont	$41K	-$6.32K	2	0%	Reduced
987	WPA West Paces Advisors Atlanta, Georgia	$40.3K	$0	2	0.03%	Maintained
988	Bartlett & Co Cincinnati, Ohio	$39K	$0	1	0%	Maintained
989	CCM Cribstone Capital Management Augusta, Maine	$37K	$0	2	0.02%	Maintained
990	MUFG Americas New York	$37K	+$3.45K	1	0%	Increased
991	Pathstone Family Office Englewood, New Jersey	$37K	-$10.9K	1	0.03%	Reduced
992	PVH Psagot Value Holdings Tel Aviv, Israel	$37K	+$32.5K	1	0%	New
993	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	$0	1	0.01%	Maintained
994	ANBT American National Bank & Trust Wichita Falls, Texas	$34K	$0	1	0.01%	Maintained
995	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$33K	+$29.2K	1	0.04%	New
996	RFM Royal Fund Management Lady Lake, Florida	$33K	$0	2	0.01%	Maintained
997	Valeo Financial Advisors Carmel, Indiana	$33K	+$26.3K	1	0.01%	New
998	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$32K	-$15.7K	1	0.03%	Reduced
999	LNB Ledyard National Bank	$31K	+$19.8K	2	0%	Increased
1000	VCM Versant Capital Management Phoenix, Arizona	$31K	-$6.98K	2	0.02%	Reduced