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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	Avior Wealth Management Omaha, Nebraska	$90K	$0	1	0.02%	Maintained
1052	HM Payson & Co Portland, Maine	$87K	+$86.6K	2	0%	New
1053	NL NVWM LLC Yardley, Pennsylvania	$87K	+$79.5K	2	0.05%	Increased
1054	Simon Quick Advisors Morristown, New Jersey	$86.7K	+$3.42K	1	0.04%	Increased
1055	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$85K	$0	2	0.06%	Maintained
1056	KFS Kelly Financial Services Braintree, Massachusetts	$82.7K	-$26K	1	0.08%	Reduced
1057	NIM NuWave Investment Management Parsippany, New Jersey	$81K	+$75.9K	2	0.09%	Increased
1058	RA Rational Advisors Huntington, New York	$81K	+$75.9K	2	0.03%	Increased
1059	ZB Zions Bancorporation Salt Lake City, Utah	$81K	-$9.75K	3	0.01%	Reduced
1060	WOC West Oak Capital Westlake Village, California	$80K	$0	1	0.05%	Maintained
1061	TCM Tanaka Capital Management New York	$79K	$0	1	0.24%	Maintained
1062	TCOV Trust Company of Vermont Brattleboro, Vermont	$78K	-$2.93K	2	0.01%	Reduced
1063	Brown Brothers Harriman & Co New York	$72K	-$8.1K	1	0%	Reduced
1064	DWM Doyle Wealth Management St. Petersburg, Florida	$72K	+$71.6K	2	0.01%	New
1065	SCA Stonebridge Capital Advisors St Paul, Minnesota	$70K	+$69.3K	2	0.01%	New
1066	LGWM Litman Gregory Wealth Management Larkspur, California	$65K	+$64.2K	1	0.02%	New
1067	TCM Tradewinds Capital Management Bellingham, Washington	$63K	-$8K	2	0.03%	Reduced
1068	JCM Jacobi Capital Management Pittston, Pennsylvania	$62K	+$381	2	0.01%	Increased
1069	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$61K	$0	1	0.04%	Maintained
1070	Allworth Financial Folsom, California	$59K	+$9.11K	2	0%	Increased
1071	SLF Sun Life Financial Toronto, Ontario, Canada	$58K	-$65K	2	0.01%	Reduced
1072	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$57K	-$265K	2	0.01%	Reduced
1073	CWM Cedar Wealth Management Walnut Creek, California	$56K	$0	1	0.04%	Maintained
1074	FPS Fieldpoint Private Securities Greenwich, Connecticut	$56K	+$48.2K	2	0.02%	Increased
1075	TC Trust Company Manhattan, Kansas	$54K	-$2.86M	1	0.05%	Reduced