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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
1076	CWM Catamount Wealth Management Westport, Connecticut	$0	-$489K	0	–	Closed
1077	CWM Concert Wealth Management San Jose, California	$0	-$234K	0	–	Closed
1078	DLG Daniel L. Goodwin	$0	-$9K	0	–	Closed
1079	DA Denali Advisors San Diego, California	$0	-$5.29M	0	–	Closed
1080	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$0	-$6.62M	0	–	Closed
1081	DF Donoghue Forlines Boston, Massachusetts	$0	-$2.1M	0	–	Closed
1082	EP Edgestream Partners Princeton, New Jersey	$0	-$571K	0	–	Closed
1083	EWM Endurance Wealth Management Providence, Rhode Island	$0	-$150K	0	–	Closed
1084	ED Exane Derivatives Paris, France	$0	-$283	0	–	Closed
1085	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$0	-$248K	0	–	Closed
1086	FCI Financial Counselors Inc Overland Park, Kansas	$0	-$1.33M	0	–	Closed
1087	First National Bank of Omaha Omaha, Nebraska	$0	-$289K	0	–	Closed
1088	GCA Gideon Capital Advisors New York	$0	-$567K	0	–	Closed
1089	Graham Capital Management Rowayton, Connecticut	$0	-$1.06M	0	–	Closed
1090	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$398K	0	–	Closed
1091	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$289K	0	–	Closed
1092	HR Howe & Rusling Rochester, New York	$0	-$6K	0	–	Closed
1093	HI Hudock Inc Williamsport, Pennsylvania	$0	+$316	1	0%	New
1094	ING Group Amsterdam, Netherlands	$0	-$2.95M	0	–	Closed
1095	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$771K	0	–	Closed
1096	Jericho Capital Asset Management New York	$0	-$49.1M	0	–	Closed
1097	Kingsview Wealth Management Grants Pass, Oregon	$0	-$92K	0	–	Closed
1098	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$299K	0	–	Closed
1099	Kornitzer Capital Management Shawnee Mission, Kansas	$0	-$3.8M	0	–	Closed
1100	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$351K	0	–	Closed