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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	AWM AllSquare Wealth Management Albany, New York	$30K	+$26K	1	0.02%	New
1002	DBT Dubuque Bank & Trust Dubuque, Iowa	$29K	-$6.49K	1	0%	Reduced
1003	TDC Thompson Davis & Co Richmond, Virginia	$29K	-$115K	1	0.05%	Reduced
1004	Balentine LLC Atlanta, Georgia	$28K	-$11.2K	2	0%	Reduced
1005	SMG Spectrum Management Group Indianapolis, Indiana	$28K	+$24.3K	1	0.01%	New
1006	SNT Security National Trust Wheeling, West Virginia	$27K	+$5.68K	1	0.01%	Increased
1007	TCM Tradewinds Capital Management Bellingham, Washington	$27K	$0	2	0.01%	Maintained
1008	WAM Watermark Asset Management San Ramon, California	$27K	$0	1	0.01%	Maintained
1009	AIL AGF Investments LLC Toronto, Ontario, Canada	$26K	-$5.27K	2	0.01%	Reduced
1010	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$25K	$0	2	0.01%	Maintained
1011	FFC First Financial Corp Terre Haute, Indiana	$24K	$0	1	0.02%	Maintained
1012	FWM Focused Wealth Management Newburgh, New York	$24K	-$349K	1	0.01%	Reduced
1013	Farmers & Merchants Investments Inc Lincoln, Nebraska	$23K	+$7.27K	2	0%	Increased
1014	OFW Omnia Family Wealth Aventura, Florida	$23K	$0	2	0.01%	Maintained
1015	CFD Creative Financial Designs Kokomo, Indiana	$21K	+$6.32K	1	0.01%	Increased
1016	DSI Daiwa SB Investments Tokyo, Japan	$21K	$0	2	0.01%	Maintained
1017	AFNAS American Financial Network Advisory Services Calabasas, California	$20K	+$16.8K	2	0.01%	New
1018	BWM Baystate Wealth Management Boston, Massachusetts	$20K	+$13.3K	1	0%	Increased
1019	GEA Glen Eagle Advisors Kingston, New Jersey	$19.8K	$0	2	0.02%	Maintained
1020	AA AlphaMark Advisors Ft. Wright, Kentucky	$19K	$0	1	0.01%	Maintained
1021	BA Bristlecone Advisors Bellevue, Washington	$18K	+$15.4K	1	0.01%	New
1022	YWP YorkBridge Wealth Partners New York	$16K	+$7.84K	1	0.01%	Increased
1023	FA Financial Advantage Columbia, Maryland	$15K	+$13K	1	0.01%	New
1024	TCI Wealth Advisors Tucson, Arizona	$14K	$0	4	0.01%	Maintained
1025	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	+$10.8K	2	0%	Increased