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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
1001	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	+$2.64K	1	0%	New
1002	SIM Sonora Investment Management Tucson, Arizona	$2.83K	$0	1	0%	Maintained
1003	BWM Baystate Wealth Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
1004	First Horizon Advisors Memphis, Tennessee	$2K	-$18.3K	1	0%	Reduced
1005	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2K	$0	1	0%	Maintained
1006	BTIS BB&T Investment Services Charlotte, North Carolina	$1K	$0	1	0%	Maintained
1007	HFM Hartford Financial Management Hartford, Connecticut	$1K	-$8.05K	1	0%	Reduced
1008	HH HWG Holdings Houston, Texas	$1K	+$1.03K	1	0%	New
1009	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1K	+$1.46K	1	0%	New
1010	SBL Sargent Bickham Lagudis Boulder, Colorado	$1K	-$3K	1	0%	Reduced
1011	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	$0	1	0%	Maintained
1012	ED Exane Derivatives Paris, France	$283	+$118	1	0%	Increased
1013	abrdn Investment Management Edinburgh, United Kingdom	$0	-$118M	0	–	Closed
1014	AP Advisors Preferred Rockville, Maryland	$0	-$268K	0	–	Closed
1015	AGF Investments Inc Toronto, Ontario, Canada	$0	-$25.1M	0	–	Closed
1016	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$231K	0	–	Closed
1017	AWM AllSquare Wealth Management Albany, New York	$0	-$30K	0	–	Closed
1018	AFS Amtrust Financial Services New York	$0	-$1.21M	0	–	Closed
1019	AGC Angelo Gordon & Co New York	$0	-$22.2M	0	–	Closed
1020	AA Apriem Advisors Irvine, California	$0	-$231K	0	–	Closed
1021	ACS Archford Capital Strategies Swansea, Illinois	$0	-$66K	0	–	Closed
1022	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$9.63M	0	–	Closed
1023	AIM Atlantic Investment Management New York	$0	-$4.42M	0	–	Closed
1024	Baker Avenue Asset Management San Francisco, California	$0	-$873K	0	–	Closed
1025	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$4.03M	0	–	Closed