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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
1026	CAL Capital Advisors Ltd Shaker Heights, Ohio	$12K	$0	1	0%	Maintained
1027	IP Intellectus Partners San Francisco, California	$12K	-$41K	1	0.01%	Reduced
1028	DVM Dreman Value Management West Palm Beach, Florida	$11K	$0	1	0.01%	Maintained
1029	PMFA Plante Moran Financial Advisors Southfield, Michigan	$11K	-$676	1	0.01%	Reduced
1030	SSB Sandy Spring Bank Olney, Maryland	$11K	$0	1	0%	Maintained
1031	FCMT Founders Capital Management (Texas) Houston, Texas	$10K	+$7.91K	1	0.01%	New
1032	Winslow Capital Management Minneapolis, Minnesota	$10K	-$221	1	0%	Reduced
1033	CCS Crosspoint Capital Strategies Orinda, California	$9K	-$3.08M	1	0.01%	Reduced
1034	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$9K	-$803	2	0.01%	Reduced
1035	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8.51K	$0	1	0.01%	Maintained
1036	FMP Financial Management Professionals Austin, Texas	$8K	$0	1	0%	Maintained
1037	HS Horan Securities Cincinnati, United States	$8K	+$3.16K	1	0.01%	Increased
1038	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$8K	+$6.32K	1	0%	New
1039	Allworth Financial Folsom, California	$7K	$0	1	0%	Maintained
1040	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$7K	+$6.49K	1	0.01%	New
1041	SIM Sonora Investment Management Tucson, Arizona	$6.29K	+$2.27K	1	0%	Increased
1042	IP Isthmus Partners Madison, Wisconsin	$6K	+$5.03K	1	0%	New
1043	MFW Mosaic Family Wealth St. Louis, Missouri	$6K	-$6K	1	0%	Reduced
1044	PK Pflug Koory Omaha, Nebraska	$6K	$0	1	0%	Maintained
1045	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
1046	Citizens Financial Group Providence, Rhode Island	$4K	+$3.16K	1	0%	New
1047	CHC City Holding Co Charleston, West Virginia	$4K	$0	1	0%	Maintained
1048	Global Retirement Partners San Rafael, California	$4K	+$4.74K	1	0%	New
1049	MWM Mascoma Wealth Management Hanover, New Hampshire	$4K	$0	1	0%	Maintained
1050	MCM MV Capital Management Bethesda, Maryland	$4K	$0	1	0%	Maintained