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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	MCA Mercer Capital Advisers Little Silver, New Jersey	$141K	$0	1	0.09%	Maintained
1027	PWMG Prestige Wealth Management Group Flemington, New Jersey	$141K	+$4.55K	1	0.09%	Increased
1028	First Manhattan New York	$137K	$0	1	0%	Maintained
1029	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$134K	-$28.7K	1	2.89%	Reduced
1030	AWM AllSquare Wealth Management Albany, New York	$133K	-$24.8K	2	0.1%	Reduced
1031	FHA Flagship Harbor Advisors Boston, Massachusetts	$132K	-$172K	2	0.03%	Reduced
1032	AFIA America First Investment Advisors Omaha, Nebraska	$129K	$0	1	0.04%	Maintained
1033	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$128K	-$17.1K	2	0.02%	Reduced
1034	Gradient Investments Arden Hills, Minnesota	$127K	$0	1	0.01%	Maintained
1035	PCP Proficio Capital Partners Newton, Massachusetts	$124K	-$24.4K	3	0.04%	Reduced
1036	PW Price Wealth Austin, Texas	$123K	+$121K	1	0.04%	New
1037	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$120K	+$118K	1	0.06%	New
1038	CFA Camarda Financial Advisors Fleming Island, Florida	$114K	$0	1	0.22%	Maintained
1039	RFM Royal Fund Management Lady Lake, Florida	$114K	+$90.5K	2	0.03%	Increased
1040	FCMT Founders Capital Management (Texas) Houston, Texas	$108K	+$11.4K	1	0.1%	Increased
1041	TFS TrustCore Financial Services Brentwood, Tennessee	$105K	-$1.91K	2	0.02%	Reduced
1042	TF TimeScale Financial Danvers, Massachusetts	$104K	+$105K	1	0.04%	New
1043	ADL Asset Dedication LLC San Francisco, California	$102K	$0	1	0.03%	Maintained
1044	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$102K	+$4.87K	4	0.03%	Increased
1045	BCA Berman Capital Advisors Atlanta, Georgia	$99K	+$27.4K	3	0.03%	Increased
1046	SIM Sonora Investment Management Tucson, Arizona	$98K	+$51.9K	2	0.01%	Increased
1047	Meridian Wealth Management Lexington, Kentucky	$94.4K	+$94.5K	2	0.04%	New
1048	IRC Investors Research Corp Atlanta, Georgia	$93K	$0	1	0.05%	Maintained
1049	LC Lindbrook Capital Calabasas, California	$92K	+$6.27K	3	0.04%	Increased
1050	AA AlphaMark Advisors Ft. Wright, Kentucky	$90K	$0	2	0.04%	Maintained