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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	MFAM Motley Fool Asset Management Alexandria, Virginia	$303K	+$338K	1	0.04%	New
1027	RIS Retirement Income Solutions Ann Arbor, Michigan	$303K	+$963	1	0.18%	Increased
1028	GEM Global Endowment Management Charlotte, North Carolina	$302K	+$28.9K	1	0.04%	Increased
1029	CL CPWM LLC Seattle, Washington	$299K	-$2.5K	1	0.05%	Reduced
1030	PPCM Pillar Pacific Capital Management Pacifica, California	$298K	+$19.3K	1	0.03%	Increased
1031	UIA UBP Investment Advisors Geneva, Switzerland	$297K	$0	1	0.35%	Maintained
1032	Johnson Investment Counsel Cincinnati, Ohio	$296K	+$16.4K	1	0.01%	Increased
1033	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$296K	+$283K	2	0.21%	Increased
1034	GP Girard Partners King Of Prussia, Pennsylvania	$294K	+$13.2K	1	0.06%	Increased
1035	GAM Griffin Asset Management New York	$294K	+$29.5K	1	0.05%	Increased
1036	QC QCM Cayman Houston, Texas	$294K	-$146K	1	1.36%	Reduced
1037	1WA 180 Wealth Advisors Federal Way, Washington	$291K	-$102K	1	0.14%	Reduced
1038	Brown Brothers Harriman & Co New York	$291K	+$212K	1	0%	Increased
1039	CA Cullinan Associates Louisville, Kentucky	$288K	$0	1	0.02%	Maintained
1040	Cerity Partners New York	$286K	-$5.08K	1	0.02%	Reduced
1041	ICM IMS Capital Management Portland, Oregon	$285K	+$294K	1	0.18%	New
1042	BCM Breiter Capital Management Bradenton, Florida	$283K	+$1.73K	1	0.4%	Increased
1043	Saturna Capital Bellingham, Washington	$283K	-$418K	1	0.01%	Reduced
1044	FPCP Fort Point Capital Partners San Francisco, California	$280K	-$41K	1	0.09%	Reduced
1045	MA Mutual Advisors Omaha, Nebraska	$276K	+$29.5K	1	0.06%	Increased
1046	KA Kovack Advisors Ft. Lauderdale, Florida	$275K	-$186K	1	0.08%	Reduced
1047	PCG Private Capital Group West Hartford, Connecticut	$269K	+$10K	2	0.06%	Increased
1048	MCM Marathon Capital Management Hunt Valley, Maryland	$267K	$0	1	0.1%	Maintained
1049	SFM Signet Financial Management Parsippany, New Jersey	$267K	+$102K	3	0.05%	Increased
1050	WIA Westbourne Investment Advisors Annapolis, Maryland	$266K	+$274K	1	0.23%	New