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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
1051	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$3K	$0	1	0%	Maintained
1052	Lazard Asset Management New York	$3K	+$4.05K	2	0%	New
1053	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1054	First Horizon Advisors Memphis, Tennessee	$2K	-$811	1	0%	Reduced
1055	HFM Hartford Financial Management Hartford, Connecticut	$2K	$0	1	0%	Maintained
1056	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$2K	$0	1	0%	Maintained
1057	BTIS BB&T Investment Services Charlotte, North Carolina	$1K	$0	1	0%	Maintained
1058	GWS Glassman Wealth Services Vienna, Virginia	$1K	$0	2	0%	Maintained
1059	HH HWG Holdings Houston, Texas	$1K	$0	1	0%	Maintained
1060	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1K	+$1.14K	1	0%	New
1061	SBL Sargent Bickham Lagudis Boulder, Colorado	$1K	$0	1	0%	Maintained
1062	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$5K	0	–	Closed
1063	AIM Acrospire Investment Management Chicago, Illinois	$0	-$133K	0	–	Closed
1064	Allstate Corporation Northbrook, Illinois	$0	-$987K	0	–	Closed
1065	AF Ally Financial Detroit, Michigan	$0	-$597K	0	–	Closed
1066	ACM Americafirst Capital Management Roseville, California	$0	-$472K	0	–	Closed
1067	AAM AO Asset Management New York	$0	-$3.82M	0	–	Closed
1068	ACM Aviance Capital Management Sarasota, Florida	$0	-$15K	0	–	Closed
1069	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$78K	0	–	Closed
1070	BCM Bluefin Capital Management New York	$0	-$16.7M	0	–	Closed
1071	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$425K	0	–	Closed
1072	BKA Brick & Kyle Associates Newtown, Pennsylvania	$0	-$851K	0	–	Closed
1073	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$0	-$18.9M	0	–	Closed
1074	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$47K	0	–	Closed
1075	CPA Capital Planning Advisors Roseville, California	$0	-$231K	0	–	Closed